Global Value Investment Corporation is an SEC-registered investment adviser based in Milwaukee, WI that reports managing 1 hedge fund on Form ADV. It reports $225.6 million in regulatory assets under management. Its private funds, of all types, hold $347,719 in gross assets. Its disclosed U.S. stock holdings returned an estimated +4.4% 2025 YTD through Sep 30 (S&P 500: +13.7%), based on 13F filings. Over a longer period they returned an estimated +4.4% from Q1 2025 to Q3 2025, compared with +13.7% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $225.6 millionForm ADV Item 5.F
- Gross assets of private funds
- $347,719All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 11Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 144260
- Latest Form ADV
- 09/24/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q3 2025 | +10.6% | +7.8% |
| Q2 2025 | +10.8% | +10.4% |
| Q1 2025 | -14.8% | -4.5% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Fluent Inc$6.7 million
- Heidrick & Struggles Intl In$6.7 million
- Core Molding Technologies In$6.4 million
- Himalaya Shipping LTD$5.9 million
- Hooker Furnishings Corporati$5.6 million
- Donnelley Finl Solutions Inc$5.5 million
- Kraft Heinz Co Com$4.3 million
- Borr Drilling LTD$3.9 million
- Flagstar Financial Inc$3.5 million
- Gulf Is Fabrication Inc$3.4 million
As of 2025-09-30, from 13F filing by Global Value Investment Corp..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures