Global Value Investment Corp is a Research and Advisory services firm that manages investment portfolios for individual and institutional clients. We manage separate accounts made up of individual debt and equity securities from across the globe. Our value-oriented investment strategy guides us in buying companies when they trade for less than intrinsic value and selling when they trade at or above fair value. Client portfolios are concentrated, holding the firm's best ideas developed through rigorous fundamental research and analysis. Investment holding periods tend to be long-term. Our efforts to maximize investment performance occasionally lead to active strategies initiated to increase return on investment for all shareholders.
The firm is organized and operates across four divisions:
Provides investment advisory services to individuals, families, and charitable organizations.
Provides investment research and analysis reporting for Companies and Institutional Clients .
Global Value Investment Corp is an employee owned firm, combining a mix of seasoned professionals with young, energetic associates. Our culture includes treating each client as we would like to be treated, and investing in the same companies, never losing sight of the fact that we have been entrusted to manage money that often has been earned over a lifetime of hard work and dedication. We work from locations in Mequon, WI; Boston, MA; Charleston, SC and Hyderabad, India, thus providing a truly global perspective.
Global Value Investment Corp's investment philosophy & process concentrates 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 three 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 Institutional Asset Management works with the firm’s institutional clients
- Milwaukee Private Wealth Management works with the firm’s individual clients
- Global Value Partners works with the firm’s accredited investors
News & 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 and related subjects.
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GLOBAL VALUE INVESTMENT CORP
Milwaukee Institutional Asset Management
Milwaukee Private Wealth Management
Global Value Partners
Global Value Research Company
1500 W. Market Street, Suite 250 • Mequon, WI 53092