Our Story

ValueVest Capital is a team of passionate investors dedicated to providing innovative approaches to investment opportunities. With our careful risk management and disciplined approach, we have a legacy of outperformance spanning over a decade. We employ an analytical strategy to find quality companies that are undervalued by the market, unlocking long-term value for our investors.

Meet the Team

Chief Executive Officer

Chase A.

Chase is principally responsible for the management of the Fund. He also oversees marketing and investor relations. Prior to working at the Fund, Chase for over a decade managed capital investments for his family and consulted with other professionals on investment decisions. Chase worked across various roles including engineering, quality control, marketing and business development. Chase graduated with a B.S. in Engineering from Purdue University.

Chief Investment Officer

Bruce Z.

Bruce is principally responsible for research and trading. With over twenty (20) years of investment experience, his specialties include portfolio management, option trading, risk management, hedging strategies, and quantitative analysis. Previously, Bruce was a FINRA licensed registered Investment Adviser Representative with an independent financial planning firm, and he holds the Financial Risk Manager certification from the Global Association of Risk Professionals. Bruce graduated with a M.A. in Economics and MBA in Finance from Tulane University.