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 leads the Fund's management and directs its marketing and investor relations efforts. His deep understanding of capital markets was honed over a decade of managing finance and investments. This experience is complemented by a diverse career path encompassing engineering, marketing, and business development. Chase is a graduate of Purdue University with a B.S. in Engineering.
Chief Investment Officer
Bruce Z.
Bruce is principally responsible for research and trading. With over twenty 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.