Overview

ValueVest Capital was founded in Dallas, Texas by a group passionate about the art of investing. We are innovative in our approach to seeking investment opportunities and
deploy strict rules for risk management.

Investment Approach

We take pride in a legacy that spans over a decade of consistent outperformance by identifying companies of remarkable quality that are underappreciated by the market. Our investment approach is tailored to suit investors who hold a medium to long-term investment horizon. This discipline approach has consistently delivered strong performance over time.

Selection

Global, Factors Based, Quality-Momentum Approach to Portfolio Selection

Management

Opportunistic Risk Management Strategies to Reduce Risk and Enhance Returns

Focus

Focused on Total Investor Return and Preservation of Capital

Allocate

Equal Weighted for Balance, Diversification and Single Stock Event Risk Avoidance