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Global Value Investment Corp.
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Focused Fixed Income Value Strategy

Objective: Income and Capital Appreciation

Investment Philosophy: The Focused Fixed Income Value Strategy is based on value-oriented investing principles that seek securities trading at a discount to appraised value for reasons that are temporary in nature. In corporate debt markets, mispricing is often attributed to factors such as misunderstood fundamental financial characteristics or changes in an issuer’s credit rating. We place particular emphasis on rigorous financial statement analysis both before and throughout our investment ownership period, and are willing to assume an “operational activist” role with issuers if necessary to create long-term value. US Treasury securities may be included in portfolios to provide additional income and exploit market mispricing of inflation and interest rate assumptions.

Portfolio Construction: Fully invested portfolios hold concentrated debt positions limited to corporate and US Treasury securities that may be investment-grade or non-investment-grade. Trading occurs infrequently, and turnover is expected to be low.

Strategy Literature

Q2 2022 Fact Sheet

Q2 Commentary

2021 GIPS Presentation

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Global Value Investment Corp. claims compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct. This claim has not been verified by CFA Institute.

Global Value Investment Corp. claims compliance with the CFA Institute Asset Manager Code. This claim has not been verified by CFA Institute.

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