John Reese

VALIDEA

• John Reese is the Co-Founder of Validea Capital Management, a quantitative investment management firm serving both individual and institutional investors.

• Leveraging his expertise in computer science and artificial intelligence, Reese developed advanced multi-factor analysis systems that power Validea Capital’s model-driven strategies and portfolio construction processes.

• Under his leadership, Validea has evolved into a leading platform for systematic stock selection and quantitative research, known for transforming the proven investment principles of market legends into data-driven strategies.

• He oversaw multiple aspects of the firm’s growth — including technology development, product management, legal strategy, and marketing — and played a key role in scaling the business to manage significant assets.

• Validea’s diversified offerings now include data and content feeds, custom model development, and financial analytics tools used by investors and advisors seeking disciplined, research-backed insights.

RESEARCH & EXPERTISE

• Reese is widely recognized as a pioneer in quantitative investing and fundamental model-based research.

• His work focuses on value investing, behavioral finance, and systematic portfolio construction, translating timeless investment wisdom into rules-based frameworks that eliminate emotional bias and enhance decision-making.

• Reese’s ongoing research includes stock selection strategies, quantitative modeling techniques, and behavioral market insights.

• He is a regular columnist for Forbes and Canada’s Globe & Mail, where he shares actionable ideas based on his proprietary “Guru Strategies” — quantitative models inspired by legendary investors such as Warren Buffett, Peter Lynch, and Benjamin Graham.

• As a thought leader in the investment community, Reese is also a frequent speaker on topics related to guru-based investing, quantitative strategies, and the intersection of technology and finance.