Validus Growth Investors Announces Name Change to Validex Global Investing, Embracing Innovation and Investment at Emergent Points of Inflection

Signifying a new era in innovative, alpha-focused investing, Validus Growth Investors rebrands as Validex Global Investing

San Diego, CA — Dec 5th, 2024 — Validex Global Investing, formerly doing business as Validus Global Investing (Validex), is proud to announce its new name, marking a pivotal moment in its journey toward delivering investment innovation at scale. Reflecting its commitment, this rebranding underscores the firm’s focus on “Investing at the edge of Inflection.”

From Innovation to Top Tier Performance

Since its founding in 2012, Validex has strived to deliver investment alpha by redefining the art and science of global investing. Our mission was validated when the firm’s founding Global Growth Strategy was calculated as #1 in its peer group for the decade and across all measured periods from August 1, 2013 (inception) through December 31, 2023 March 31, 2024, according to PSN.(1) This name change signals a bold new chapter, and the anticipated launch of a multi-strategy hedge fund that seeks to deliver 2x returns over the S&P on a long-term basis (3-5 years). It is a replication of the liquid sleeve within a listed multi-strategy crossover fund (NYSE Ticker: DMA). Since its subadvisor, Validex, began DMA’s transformation from a traditional interval fund in 2016, DMA’s 1 year total return ranked in the top quartile of its peer universe, as defined by Citadel Securities, for the period from September 30, 2023 to September 30, 2024. (2)

A Future-Focused Investment Strategy

“At Validex, our core philosophy is built on identifying and validating dynamic points of growth inflection—moments where growth accelerates due to meaningful shifts and unrecognized opportunities,” said Mark Scalzo, CIO and founding member of Validex Global Investing. “Our approach goes far beyond typical data analysis; we focus on understanding qualitative nuances that have the potential to indicate true growth opportunities. This name change represents our ongoing dedication to providing our clients with forward-looking investment opportunities that are deeply researched and strategically positioned for the possibility of high performance.”

Investing at the Edge of Inflection

The name “Validex Global Investing” reflects the firm’s groundbreaking commitment to identifying growth opportunities within its proprietary “Inflection Universe” of stocks. The firm’s innovative approach to multi-strategy investing dynamically combines three strategies–Buffered Alpha, Hedged Alpha, and Concentrated Alpha—that seek to deliver asymmetric risk and reward in different ways. By employing a deep, research-driven philosophy, Validex aims to align with the future of investing to enhance long-term portfolio performance.

“At the heart of Validex is a drive to constantly innovate, rooted in a profound obsession to understand the dynamics between global markets and the fundamentals of how a company is performing.” says Jerry Murphey, Validex’s CEO. Our proprietary research has proven especially effective in achieving this objective in today’s everchanging investment environment.”

About Validex Global Investing

Validex Global Investing is an innovative asset management firm specializing in asymmetric risk-reward strategies that seek to prioritize high growth through the identification and validation of emergent points of inflection as they unfold. With a focus on rigorous research and disciplined risk management, Validex aims to empower clients to embrace the future with confidence–combining strategies and structures that have the potential to deliver superior results as markets move.

For more information on Validex Global Investing, visit validex.co or contact investing@validex.co or (858) 410-1410.

IMPORTANT DISCLOSURES: 

(1) According to PSN For the measured periods from:

1st qtr. 2024:      01/01/2024 – 03/31/2024; 

1 year:                  04/01/2023 – 03/31/2024; 

3 year:                 04/01/2021 – 03/31/2024; 

5 year:                  04/01/2019 – 03/31/2024; 

10 year:               04/01/2014 – 03/31/2024; 

Since inception:  08/01/2013 – 03/31/2024. 

Peer universe: PSN Global/INTL ADR.

Report: Quartile Ranking Bar.

Source: PSN Enterprise.

Return Type: Gross returns.

PSN General Disclosures

(2)Based on the total returns compared to other companies in the special equity category for the period mentioned, calculated by Citadel Securities.

Validex Global Investing seeks to invest in companies at every stage of their growth. From startups to publicly traded companies, our research identifies inflection points that have the potential to produce meaningful growth and income for the clients we serve.

Investment Advisory Services are offered through Validex Global Investing (“Validex”), an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any security or any investment product of Validex. Validex does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Intended for educational purposes only and not intended as individualized advice or a guarantee that you will achieve a desired result. Opinions expressed are subject to change without notice. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.

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