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. The firm’s efforts to maximize investment performance occasionally leads 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 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 single purpose investment strategy with the stated objective of affecting change with the targeted company through operationally oriented 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; Boston, MA; Charleston, SC; and Hyderabad, India, thus providing a truly global perspective from inside-out.
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 Private Wealth Management works with the firm’s individual clients
- Milwaukee Institutional Asset Management works with the firm’s institutional 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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