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Convergence Investments  

Convergence Investment Management is a Registered Investment Advisory firm that focuses on unique opportunities within the Closed-End Fund and Exchange Traded Fund marketplaces. We believe that the markets, while very efficient, are not perfectly efficient and that opportunities for superior risk adjusted returns exist for those willing to put in the work to identify short-term price dislocations.

Charles “Chad” Gray is Convergence Investment Management’s Portfolio Manager. Prior to launching Convergence, Mr. Gray spent much of professional his career in Silicon Valley developing better data analytics platforms and data management techniques, many of which have been applied to the Convergence approach.

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  • Description: Registered Investment Advisor (RIA). Trading frequency: Daily
  • Interests: Closed End Funds, ETFs, Mutual funds
Convergence Investment Management Convergence Investment Management (CIM) offers portfolio management services to individual investors seeking a smarter and more scientific approach to managing and maximizing wealth. While each service offered has a unique set of objectives and methodologies, all are based on CIM’s core belief that ...More
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