Global Value Investment Corp is a Research and Advisory services firm that manages investment portfolios for individual and institutional clients. The firm manages separate accounts made up of individual stocks and bonds from across the globe. The firm's value-oriented investment strategy guides it in buying companies when they trade for less than appraised value and sell those when they trade at or above fair value. Client portfolios hold only the firm's best ideas developed through intensive fundamental research and analysis. Investment holding periods tend to be long-term. Striving to enhanced investment performance occasionally leads to operational activist strategies initiated to maximize return on investment.
The firm is organized and operates with three divisions and an investment partnership.
Divisions & Partnerships
Provides investment advisory services
to individuals, families,
and charitable organizations.
Provides investment research and analysis to Milwaukee Private Wealth Management, Milwaukee Institutional Asset Management, Global Value Partners, and non-related institutional investors.
Provides investment advisory services to institutional investors including Registered Investment Advisors and Broker-Dealers.
A limited liability company dedicated to single purpose investments with the stated objective of affecting change within the business through operational shareholder activism.
Global Value Investment Corp is an employee owned firm. The firm has attracted well educated and talented individuals with a passion and drive to achieve investment excellence. The detailed work and tireless efforts of the firm's Associates is exemplified by long hours and thoughtful analysis of ways in which we accomplish outstanding investment results. The firm has Associates working from locations in Mequon, WI, Charleston, SC, New York, NY, and Hyderabad, India, thus providing a truly global perspective from inside-out.
Global Value Investment Corp's investment philosophy & process concrentrate on fundamental financial analysis based on the objective value-oriented investing principles originally taught by Benjamin Graham & David Dodd. The firm's research division, Global Value Research Company, dedicates its effort to providing thorough, objective company research and analysis.
Global Value Investment Corp has two divisions providing Investment Advisory services that rely on the firm's value-oriented investment principles. The firm's advisory services are focused on working with its diverse clientele helping to achieve long-term financial goals and objectives. Milwaukee Private Wealth Management works with the firms individual clients, while Milwaukee Institutional Asset Management works with the firms institutional clients.
News and Views
Global Value Investment Corp and its related divisions strive to keep all clients and the investment community at large up-to-date on the firm's current holdings and financial topics of interest. The firm publishes periodic articles related to securities held or being considered, as well as regular thought pieces on the financial industry, global economy, and geo-politics.
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