Zack Buckley founded Buckley Capital in 2011 and serves as Managing Partner, bringing extensive experience in value investing with a concentration in small-cap equity markets. The leadership team includes Serge Yevseyev as CFO and CCO (CFA, CPA with 15+ years in hedge funds and private equity managing operations for funds with $1Bn-$50Bn AUM), Walter Winnitzki as Head of Research (CFA with 25+ years investment analysis experience), Ken Walsh as President Emeritus (former CPA and fund manager), Alison Adamson as Head of Investor Relations, and Paul Happ as Data Analyst. The team has been widely featured across major financial media including The Wall Street Journal, Barron's, Reuters, CNBC, New York Times, and has appeared on television and in print as thought leaders in value investing. The firm operates with 6 employees, 50% focused on investment activities, maintaining a lean but experienced structure.

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Buckley Capital employs a value-oriented investment approach, taking a private equity methodology to public markets by evaluating companies as long-term business owners. The fund seeks asymmetric opportunities with limited downside risk and meaningful upside, typically maintaining 12-15 core positions in North American small- and mid-cap equities. Each position is supported by a differentiated view developed through rigorous due diligence, alternative data collection, and investigative journalism-style primary research. The investment discipline combines high business quality, double-digit earnings growth, and attractive valuations, with typical P/E ratios below 10x for new positions. The fund concentrates in four sectors with structurally lower valuation multiples: consumer stocks, financials, healthcare, and industrials. Their research culture marries modern methods of alternative data collection and primary research with traditional long-term fundamental analysis.

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