Chasing Value Asset Management, Inc.

Chasing Value Asset Management manages multiple privately financed pooled vehicles for accredited investors — including funds focused on publicly traded securities, private equity, and an Earth & Space fund — and also provides discretionary portfolio management for individual brokerage accounts and hourly consulting. The firm publishes a quarterly newsletter and occasional online commentary that it circulates to clients and interested third parties.

The firm’s investment approach is grounded in value investing, using fundamental and technical analysis to seek undervalued public equities (with emphasis on dividend payers and valuation metrics) and employing put options as an acquisition and hedging tool. For private equity, it pursues concentrated, early‑stage investments after company‑level due diligence and may secure follow‑on rights or board seats; across strategies it selectively uses leverage and derivatives.

Distinctive aspects relative to peers include acting as sponsor and manager of multiple private pooled vehicles and receiving performance‑based allocations from those funds subject to return hurdles, as well as the explicit use of borrowing, margin and derivatives in separately managed accounts. The firm also discloses potential allocation and conflict considerations from affiliated fund ownership and centralized decision‑making by the firm’s principal, and it emphasizes maintaining buying power to opportunistically acquire positions.