# Valley Health

Valley Health is a Pension Fund based in Winchester, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** 220 Campus Boulevard, Winchester, VA 22601, United States
- **Assets under management:** 257 (Altss estimate)
- **Website:** www.valleyhealthlink.com
- **LinkedIn:** https://www.linkedin.com/company/valley-health

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services

## People

- Mark Nantz — President and Chief Executive Officer
- Bob Amos — Chief Financial Officer
- Joseph F. Silek Jr. — Chair of the Board of Trustees

## 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).

### 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).

## Related profiles

- [The Cotsen Foundations](https://altss.com/profile/the-cotsen-foundations)
- [CMAW Target Pension Plan](https://altss.com/profile/cmaw-target-pension-plan)

---

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

Canonical page: https://altss.com/profile/valley-health

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology