About Validea Capital Management
Validea Capital Management is the investment advisor to the Validea Capital Market Legends ETF. Validea Capital is an SEC-registered, employee-owned firm.
As of December 31, 2016, Validea Capital's total assets under management and sub-advisory were $530 million.
Validea Capital was founded based on the principle that the best way to outperform the market is to learn from those who have done so in the past. Its stock-selection
models are based on the published writings of Wall Street legends and select stocks using a disciplined, emotion-free approach with the goal of outperforming the
market over the long term.
Validea Market Legends ETF Investment Management Team
John Reese - Lead Portfolio Manager
For over 18 years, John Reese has been conducting extensive research into quantitative investment strategies. The goal of this research was to find strategies that
consistently outperform the market. He combined this search with his computer science and artificial intelligence background to develop the multi-factor analysis models that are used by
Validea Capital Management today. John is a frequent speaker on quantitative investing and holds two US patents for automated stock analysis.
John is the founder of Validea.com and the author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. He is also a regular columnist for RealMoney.com,
Forbes.com, NASDAQ.com, and Canada's Globe and Mail newspaper. He holds his Master's in Business Administration from Harvard Business School and a computer science degree from the Massachusetts Institute of Technology.
John co-founded Validea Capital in 2004.
Jack Forehand, CFA - Co-Portfolio Manager
Jack Forehand is co-founder of Validea Capital Management. Working in conjunction with founder John Reese, Jack led the
development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterholder. Prior to founding
Validea Capital, Jack spent five years developing quantitative models for an Internet research company. He also worked as a controller for a small company and an analyst for a
Big Five accounting firm. Jack co-founded Validea Capital in 2004.
The fund's investment objectives, risks, charges and expenses must be considered carefully before
investing. The prospectus and summary prospectus contains this and other important information about the investment
company, or a free, hard-copy may be obtained by calling 1-800-730-3457. Read it carefully
Investing involves risk. Principal loss is possible.
The Validea Market Legends Fund has the same risks as the underlying securities traded on the exchange throughout the day. Redemptions are limited and often commissions are charged on each trade,
and ETFs may trade at a premium or discount to their net asset value. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore,
the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in foreign and emerging markets securities which involve political, economic and currency risks, greater volatility and
differences in accounting methods. The Fund invests in smaller companies, which involve additional risks
such as limited liquidity and greater volatility. The Adviser relies heavily on proprietary quantitative models as well as information and data supplied by third parties. When Models and Data prove to be incorrect
or incomplete, any decisions made in reliance thereon expose the Fund to potential risks.
Fund holdings and sector allocations are subject to change at any time and should not be considered recommendations to buy or sell any security. The SEC does not endorse, indemnify, approve, nor disapprove of any security.
The Validea Funds are offered only to United States residents, and
information on this site is intended only for such persons. Nothing on this web site should
be considered a solicitation to buy or an offer to sell shares of any Fund in any
jurisdiction where the offer or solicitation would be unlawful under the securities laws of
Validea Capital Management is the Advisor to the Validea Market Legends ETF which is distributed by Quasar Distributors, LLC.