Differentiated
Value Investors

We seek value opportunities often overlooked by larger market participants.

About

What sets Palogic apart

We believe that our core principles, embodied by our experienced team, serve to consistently find value where larger firms fail to look.

  • Differentiation
    Our diverse skill set and experience in conducting primary fundamental research enable us to efficiently evaluate complex situations and subsectors.
  • Discipline
    Our patient investment selection process, in which team members continually challenge each investment thesis, results in a high-conviction portfolio comprised of only our best ideas.
  • Risk
    We invoke a prudent, thoughtful approach to risk, which we equate to likelihood of capital impairment rather than volatility.
  • Research
    For each investment target, we assess long-term intrinsic value by delving into business prospects and opening dialogues with senior management.

Our Team

Meet our Principals

Our Principals have collaborated since 2009 to identify long-term value in the small-cap market segment.

Ryan Vardeman
Co-Founder & Principal
  • Ryan is a co-founder and Principal of Palogic. Prior to entering the financial services industry in 2002, Ryan earned a B.S. in Electrical Engineering and Computer Science from Texas Tech University in 2000 and an M.B.A. from the Owen Graduate School in 2002.
Rob Peters
Co-Founder & Principal
  • Rob is a co-founder and Principal of Palogic. Prior to entering the financial services industry in 2000 as an investment banker, Rob earned a B.B.A. in Accounting and a Master of Science in Accounting from Texas Tech University.
Scott Williams
Principal
  • Scott joined Palogic in 2009 as a Principal. Prior to joining Palogic, Scott worked as a real estate professional in a variety of roles at Goldman Sachs. He earned a B.B.A. in Finance and Real Estate Finance from Southern Methodist University in 1998.

Contact

Interested in learning more?

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