Kennondale Capital Management
6800 Paragon Pl Ste 201
Richmond, VA 23230
Kennondale Capital Management LLC, located in Richmond, Virginia, specializes in managing long-only equity portfolios with a focus on value investing. As of March 31, 2025, the firm oversees approximately $96 million in assets under management across two distinct equity strategies.
The investment team, led by Andrew Slay, CFA, and supported by analyst Matt Nicholson Lewis, employs a disciplined valuation approach to identify companies with strong potential for success over the long term. Their investment process emphasizes low turnover, high concentration, and a commitment to intrinsic value calculations that differ significantly from market perceptions.
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