Palogic Value Management, L.P.

Scott Williams is a financial advisor at Palogic Value Management, L.P. in Dallas, TX, with 7 years of industry experience. He holds a Series 65 designation and has worked at Palogic since 2009. Williams also serves as a director of Renaissance Oil and Gas. Palogic Value Management advises and manages private pooled investment vehicles and sponsors a wrap fee program for individual investors, high-net-worth individuals, trusts, foundations, and small entities. The firm employs a bottom-up, fundamental, value-driven investment process focused on small- and mid-capitalization opportunities and utilizes various investment techniques including long and short positions and derivatives.

Robert Peters is a financial advisor with Palogic Value Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been involved with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, Peters is a partner in RJ9 Holdings, a private investment partnership. Palogic Value Management advises and manages private pooled investment vehicles and sponsors a wrap fee program serving individual investors, high-net-worth individuals, trusts, foundations, and small entities. The firm employs a bottom-up, fundamental, value-driven investment approach focused on small- and mid-capitalization opportunities, utilizing long and short positions as well as derivatives and hedging techniques.

James Peters is a CFP® certificant with 27 years of industry experience, currently serving at Palogic Value Management, L.P. since 2022. He previously led Peters Wealth Management, LLC for eight years and has operated his own CPA practice since 1986. Outside of his advisory roles, he is also an insurance agent with Blue Cross Blue Shield of Texas. Palogic Value Management advises private pooled investment vehicles and sponsors a wrap fee program for individual and institutional investors, focusing on a bottom-up, fundamental, value-driven investment process with an emphasis on small- and mid-cap opportunities. The firm combines private fund management with tailored asset allocation decisions and employs various hedging techniques in its investment approach.

Ryan Vardeman is a financial advisor at Palogic Value Management, L.P. in Dallas, TX, with 7 years of industry experience. He holds a Series 65 credential and has been with Palogic Value Management since 2006. Outside of his advisory role, he serves as Chairman of the Board for Bsquare Corporation, a software company. Palogic Value Management advises and manages private pooled investment vehicles and sponsors a wrap fee program for individual and institutional investors, including high-net-worth individuals, trusts, foundations, and small entities. The firm employs a bottom-up, fundamental, value-driven investment process focused on small- and mid-capitalization opportunities, utilizing both long and short positions along with various hedging techniques.