Overview
About Our
Firm
Founded in 2007 in Milwaukee, Wisconsin, Global Value Investment Corporation (“GVIC”) is an investment management firm that deploys patient capital to build generational wealth.
After serving as a Vice President and Portfolio Manager at two leading global broker-dealers, Jeffrey Geygan founded Milwaukee Private Wealth Management Inc. to address the needs of individual investors.
In 2015, to reflect the firm’s growth and evolution of its investment research, Milwaukee Private Wealth Management reorganized as Global Value Investment Corporation — a fundamental value manager with a long-term investment horizon. GVIC provides portfolio management services to institutional clients, primarily registered investment advisors and broker-dealers, through separately managed accounts and private fund investments.
Though still headquartered in Milwaukee, the firm has grown to attract employees and clients alike throughout the United States and around the world. Global Value Investment Corporation’s 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 continued to anchor its philosophy and reward its stakeholders.
GVIC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS-compliant presentations are available upon request.
Our Team
Meet Our Experts
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.
Advisory Solutions
JP Geygan
Chief Executive Officer &
President
Stacy Wilke
Chief Financial Officer &
Chief Compliance Officer
Tom Molosky
Vice President –
Client Advisory
Investment Team
Mac MacLaren
Vice President – Research
Satendar Singh
Research Manager
Naveen Kumar
Research Analyst
Be Emesal
Research Analyst
Public Relations & Marketing
Kathleen Mackey-Geygan
Vice President – Public Relations
Kristin Mastantuono
Marketing Director
Board of Directors
Jeffrey R. Geygan
Director
Board Chair
JP Geygan
Director
Chief Executive Officer & President
Kathleen Mackey-Geygan
Director
Vice President – Public Relations
Shawn G. Rice
Director
Independent
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.
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...