Building Generational Wealth
We seek long-term capital appreciation through disciplined fundamental analysis and strategic capital allocation.
Why Choose GVIC?
Firm Overview
For investors and advisors who want to do more than go with the flow of large passive funds and other widely held vehicles, value investing provides a differentiated option that can be used broadly or as an effective bolt-on strategy, based on the specific objectives and investment profile.
Discipline & Commitment
Our firm culture emphasizes a fierce dedication to practicing our investment discipline and an unwavering commitment to our clients. Firm associates invest in the same securities held in client accounts, thus 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.
Firm History
Founder Jeffrey Geygan began his investment career in 1987. In 2007, he founded Milwaukee Private Wealth Management, Inc. to address the needs of individual investors after serving as a vice president and portfolio manager at two leading global broker-dealers. In 2015, to reflect the firm’s growth and the evolution of its investment research, Milwaukee Private Wealth Management reorganized as Global Value Investment Corporation. Since then, the firm has grown to attract employees and clients alike throughout the United States and around the world.
Global Value Investment Corporation associates are dedicated to furthering the shared objectives of the firm and its clients. As the firm has evolved, its commitment to disciplined, value-oriented investment principles has anchored its philosophy and rewarded its stakeholders.
Global Value Investment Corporation is headquartered in Milwaukee, Wisconsin. The firm is 100% employee owned.
Powering Value Investing
Staying ahead of the performance curve while traversing today’s cookie-cutter investment landscape requires more than passive investing and intermittent engagement.
Stay In The Know
Expert Insights
Read the latest market commentary and thought leadership from the GVIC experts. Visit our blog to stay up to date on the latest market trends and value investing insights from our GVIC team.
Investment Roundtable: Powering Value Investing Through Active Engagement
Staying ahead of the performance curve while traversing today’s cookie-cutter investment landscape requires more than passive investing and intermittent engagement. Doing better than the market necessarily calls for doing something different. However, our industry’s...
Bridging the Value Gap: Powering Value Investing through Active Engagement
Staying ahead of the performance curve while traversing today’s cookie-cutter investment landscape requires more than passive investing and intermittent engagement. Doing better than the market necessarily calls for doing something different. However, our industry’s...
Value Investing: Swim Against the Current in Today’s Sea of Sameness
The financial services landscape has been reshaped over the past decade by a pronounced shift from active investment strategies to passive investment vehicles, particularly in mutual funds and index funds. As documented by recent CNBC coverage, passive investing has...
Superior Investing
“Superior investing…requires second-level thinking—a way of thinking that’s different from that of others, more complex and more insightful.”
Howard Marks
Total Return
Value Strategy
Based on value-oriented investment principles that view equity securities as fractional ownership interests in operating enterprises
Concentrated Equity
Value Strategy
Based on value-oriented investment principles that view equity securities as fractional ownership interests in operating enterprises.
Focused Fixed Income
Value Strategy
Based on value-oriented investing principles that view debt securities as contractual claims on the cash flow and/or assets of an issuer.
Recent Events
In The News
Stay up to date on the work that GVIC is doing in the industry. Visit our news section to read the latest press releases, economic summaries, and quarterly updates from your favorite GVIC experts.
Harper & Hodge Wealth Management Selects Global Value Investment Corporation to Provide Investment Management Services for Clients
Pittsburgh, PA, March 26, 2024 // Harper & Hodge Wealth Management (Harper & Hodge) has engaged Global Value Investment Corporation (GVIC) to provide investment management services for individuals, business owners, trusts, and estates. The new relationship...
Q&A: New York Community Bancorp Inc. Earnings Release
On January 31, 2024, New York Community Bancorp, Inc. (NYSE: NYCB) (“NYCB”) announced its earnings for the fourth quarter of 2023 and gave an update on recent developments at the company. NYCB’s press release can be found here. There was an immediate negative reaction to the earnings release amongst market participants. On January 31, the company’s common stock closed at $6.47 per share after closing the previous day at $10.38 per share (a...
Q&A: Rocky Mountain Chocolate Factory, Inc. CEO Change
On January 29, 2024, Rocky Mountain Chocolate Factory, Inc. (NASDAQ: RMCF) (“Rocky Mountain” or the “Company”) announced a CEO transition as part of the Company’s ongoing turnaround efforts. A link to the Company’s press release can be found here. To get further clarity on the appointment, we sat down with Global Value Investment Corporation’s (“GVIC”) Vice President of Investment Research, Malcolm “Mac” MacLaren.What happened?Yesterday...