Through our rigorous analytical process, we narrow in on a small set of high-conviction investment ideas. By focusing on a limited number of investable securities, we are able to study each in great depth. We believe this creates a distinct information advantage that results in superior performance.

Ben Graham, often considered the “father of value investing” famously quipped, “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” We firmly believe that long-term investment success requires a long-term investment horizon. Our patience in weathering market cycles has rewarded our clients handsomely in the past, and our resolve to maintain this discipline is unwavering.

When we invest, we have a responsibility to our clients to hold a company’s management and directors accountable for developing and executing a thoughtful strategy while prudently allocating capital. To that end, we regularly engage with management and directors to inquire about these topics, share our observations, and when needed, advocate for change. Our active engagement leverages a broad spectrum of mechanisms designed to positively impact investor outcomes. 

Because we construct concentrated portfolios, we are able to dedicated an outsized amount of time to studying each of the companies in which we invest our clients’ capital. We are students of financial statements, and our rigorous quantitative analysis forms the foundation upon which our investment theses are built. But qualitative considerations are equally important, and great effort is dedicated to supplementing our understanding of the numbers with an appreciation of the people and principles behind them. The breadth and dept of our analytical processes enable us to develop a highly differentiated and insightful investment thesis that is expected to develop over a long-term horizon. 

GVIC’s employees are encouraged to invest in the same securities that are owned in client accounts. We believe that putting our own money at risk hones our analytical focus and reminds us that the capital we invest on behalf of our clients often represents a lifetime of hard work. When we deliver exceptional investment performance for our clients, we also succeed for ourselves.

We combine the timeless principles of honesty, hard work, and trust with a high-touch approach to ensure that each of our clients is treated as more than just a number. GVIC’s associates endeavor to know our clients on a first-name basis, making sure each receives thoughtful, hands-on attention and an ongoing dialogue about our investment decisions and how we actively manage our clients’ money. A passionate focus on superior service and providing exceptional, proactive support to foster long-term working relationships defines our approach to client relationships.

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“Superior investing…requires second-level thinking—a way of thinking that’s different from that of others, more complex and more insightful.”

Howard Marks