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Valley Health
Valley Health System Master Trust functions as the retirement vehicle for a nonprofit regional health system. No public founding date exists for the trust...
Valley Health
Valley Health System Master Trust functions as the retirement vehicle for a nonprofit regional health system. No public founding date exists for the trust itself. The underlying wealth stems from hospital operations rather than a single family. The trust allocates across fixed income, real estate and alternatives. Ticket sizes range from $5 million to $15 million. Confirmed holdings include direct ownership stakes in Winchester Medical Center, Warren Memorial Hospital and Shenandoah Memorial Hospital. Geographic exposure centers on Virginia and West Virginia. Liquidity terms remain illiquid with standard private-market lock-ups. The trust reports 257 million dollars under management. No additional offices appear in records. Three hospital foundations sit adjacent to the trust and handle philanthropic giving. No operational events from the last 24 months are documented. Investment decisions flow through the system CEO and CFO with board oversight. The pension mandate remains subordinate to the parent health system's capital needs for facility maintenance and expansion.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Winchester
Corporate office
220 Campus Boulevard, Winchester, VA 22601, United States
Principals
Mark Nantz
President and Chief Executive Officer
Bob Amos
Chief Financial Officer
Joseph F. Silek Jr.
Chair of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Valley Health System Master Trust?
Mark Nantz as President and CEO and Bob Amos as CFO oversee allocations, with board approval from Joseph F. Silek Jr. (Altss research).
Does Valley Health participate in fund commitments or only direct deals?
The trust makes direct investments in real estate and operating assets tied to its hospital network (Altss research).
What investment stages does Valley Health typically target?
The trust focuses on long-horizon holdings with a minimum ten-year investment horizon (Altss research).
Where does the underlying wealth come from?
Assets derive from operations of Valley Health System hospitals and related entities (Altss research).
How is Valley Health related to its parent health system?
The Master Trust serves as the dedicated pension vehicle for Valley Health System employees and retirees (Altss research).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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