History of Valu-Trac

Valu-Trac was established in 1985. The origins of Valu-Trac's Intrinsic Value approach go back to the 1970's.

Valu-Trac started as an investment advisory business specializing in Global Asset Allocation. Valu-Trac still provides Investment Research and Investment Counselling, both top-down for Strategy and bottom-up for Stocks.

Valu-Trac became authorised as an investment manager in 1989, originally as a result of requests from research clients. Valu-Trac manages traditional (long only) and alternative (hedge funds) investments for institutional and private investors. Some of its funds are available to the public.

Valu-Trac Administration Services ("VTAS") was launched in 2008, based on the proven track record of the Valu-Trac Investment Management administration and accounting team in delivering a quality and timely service to our own funds and managed accounts.

Striving to find the highest quality of service in the field led to the development of our own internal administration systems which are the basis of the service we can now offer to third parties.

VTAS prides itself in providing an efficient service through a team of highly experienced and qualified staff.

Team members of VTAS have a working knowledge of FCA, NFA & CFTC regulation and the corresponding reporting requirements and also the reporting requirements of the Cayman Islands Monetary Authority (CIMA) and UCITS.

Based in Scotland, we provide an international service.