# Validea Capital Management

Validea Capital Management is an Asset Manager based in Hartford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Hartford, United States
- **Region:** North America
- **Address:** Hartford, CT, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** valideacapital.com

## Regulatory record

- **CRD number:** 130887
- **SEC file number:** 801-66767
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130887

## About

Validaea Capital Management LLC is an SEC-registered investment adviser. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Quantitative Strategies

## People

- John P. Reese — Founder and CEO

## Questions

### Which investment gurus' strategies does the firm systematically apply?

Validea's core models are based on the documented methodologies of Warren Buffett, Benjamin Graham, Peter Lynch, Martin Zweig, Kenneth Fisher, and several others. Each model represents a distinct factor tilt — Buffett's focuses on sustainable competitive moats and predictable earnings, Lynch's on the PEG ratio and earnings momentum, Graham's on deep value metrics like net current asset value.

### Is Validea's approach fully quantitative, or is there a discretionary overlay?

The approach is entirely systematic. The firm does not apply a discretionary overlay to model output. Every buy and sell decision follows the rules defined in the publicly documented guru methodology for that portfolio. The value proposition is explicitly the elimination of emotional bias from the investment process.

### Does Validea offer its strategies through vehicles other than separately managed accounts?

Yes. Alongside its managed account business, Validea operates a subscription software platform that gives individual investors access to the same stock-screening models used in the managed portfolios. The firm has also created ETF-tracking portfolios and has explored distribution through third-party model-delivery platforms.

### How transparent is Validea about its investment models?

Transparency is central to the firm's architecture. Validea publishes the exact screening rules for each guru-based model, down to the specific criteria, weightings, and pass thresholds. An investor can independently replicate any model's output and audit every holding decision. This stands in contrast to the black-box quantitative firms that dominate the systematic equity space.

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- [Excelsus Capital Management](https://altss.com/profile/excelsus-capital-management)
- [Focused Finances](https://altss.com/profile/focused-finances-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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