VALLEY FORGE ASSET Overview

Valley Forge Asset Management Llc is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 41 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 12/31/15. The fund's latest filing disclosed 645MM in positions, representing 23% of the manager's regulatory AUM.

VALLEY FORGE ASSET StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VALLEY FORGE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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VALLEY FORGE ASSET Founders and Key Employees

Name Title In Position Since
Bernard Allen Jr Francis Ceo, President, Manager March-2000
Frank Charles Corace Senior Vice President, Manager January-1977
Donald Louis Born Senior Vice President & Manager January-1982
James Edward Gibson Chief Operating Officer, Co-Chief Investment Officer, Manager January-2014
Kelly Carter Malloy Senior Vice President, Secretary June-2001
Henry Hershberger Gibbel Manager March-2000
William John Reuter Chairman Of The Board Of Managers May-2003
M. Zev Rose Manager November-2000
Sr J. Follman Manager August-2001
Michael Francis Swallow Chief Compliance Officer, Chief Financial Officer, Senior Vice President & Treasurer May-2005
Jeffrey Scott Mccallum Senior Vice President December-2008
James Todd Vogt Co-Chief Investment Officer January-2014
Drew Kevin Hostetter Manager February-2014
Gregory Allen Duncan Manager October-2014

VALLEY FORGE ASSET Brokers, Custodians, Auditors and Administrators

Type Company

VALLEY FORGE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Equity Investment Committee


Top-Down/Bottom-Up Analysis
Our investment process starts with our Equity Investment Committee’s top-down analysis of current and projected macroeconomic conditions. The committee, made up of 6-8 indi- viduals, including our CEO & CO-CIOs, meets on a weekly basis to discuss relevant market issues and their effect in the capital markets.

The bottom-up security selection employs an in-depth fundamental and technical analysis of the specific companies considered for purchase or sale, and their strength and risk rela-
tive to other companies in the same sector.






VFAM ADV Part 2A
Revised March 2015



10


Large-Cap Core Opportunistic Equity Process

Investment Philosophy

Our core investment philosophy seeks growth at a reasonable price using mostly large cap- italization (large cap...
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VALLEY FORGE ASSET Portfolio Concentration

VALLEY FORGE ASSET Location

150 S. WARNER RD
SUITE 200
KING OF PRUSSIA, Pennsylvania
UNITED STATES, 19406

VALLEY FORGE ASSET Contact Information

Phone Number: 610-687-6800
Fax Number: 610-687-1848
Website:

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