Global Value Investment Corporation

Global Value Investment Corporation is a registered investment adviser that provides discretionary portfolio management to a mix of individual clients (including both non‑high‑net‑worth and high‑net‑worth individuals) and institutional entities. The firm offers wrap fee and non‑wrap investment management, sub‑advisory and third‑party manager services for other registered investment advisers, and advisory services to pooled investment vehicles and private funds.

GVIC bases its investment process on fundamental analysis, using regulatory filings, proprietary research and purchased research to identify undervalued equity and fixed‑income opportunities, and implements both short‑ and long‑term positions as well as occasional activist strategies. Portfolios are managed on a discretionary basis and monitored regularly by portfolio managers and research analysts, with reporting and periodic reviews provided to clients and sponsor firms.

The firm’s structure and activities distinguish it from many peers: it acts as a sub‑advisor and third‑party manager to other advisers, sponsors a wrap fee program, and serves as investment manager to a private fund that currently holds a single public company, Rocky Mountain Chocolate Factory, Inc., with governance rights and carried‑interest arrangements disclosed in its governing documents. GVIC also discloses measures to mitigate conflicts (including recusal policies), uses performance‑based fee arrangements for qualified clients, and maintains a multi‑office operation supported by an in‑house research subsidiary.