People

John Reese

John Reese

Formal First Name
John
Link
Dates
1953 - present

John Reese is the Founder and CEO of Validea, a leading investment research site modeling great investors like Peter Lynch, Warren Buffett and other factor based models. He built his investment management business from the ground up, achieving as much as $1 billion of assets under management at its peak. 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. Reese has over 25 years of conducting extensive research into quantitative investment strategies. He holds two U.S. patents in the area of automated stock analysis and is considered an expert in the field of quantitative stock selection using the strategies of investing legends.

Professional Experience


Academic History

VALIDEA

  • Reese is also the co-founder of Validea Capital Management, a money management firm for individuals and institutions.

  • He led the firm's development of financial stock picking models that drove rapid growth in the firm assets.

  • He also oversaw and led a variety of functions, including firm CTO, Head of Product Management and Development, Legal Planning, and Marketing.

  • Under his leadership, Validea has diversified into various product lines, including data feeds, model development, and content feeds.


RESEARCH & EXPERTISE

  • Reese is a pioneer in the online investment research arena and in building fundamentally based quant models.

  • His research includes stock ideas, strategy and value investing pieces, behavioral finance concepts, systematic and modeling methods as well as other long term investing concepts.

  • He is a regular columnist for Forbes and Canada's Globe & Mail.

  • He is also a sought-after speaker related to guru-based and quantitative strategies.

  • He writes about stocks that have passed one or more of his "Guru Strategy" quantitative models.