Overview

F&V Capital Management, LLC. (___) is an SEC registered advisor. We offer financial planning as a complementary service; however, our primary business is managing money for high net worth and other clients, and we charge fees based on assets under management. Our client base is very international. Our core product is a U.S. long only equity strategy (GARP) but we also actively manage fixed income and balanced portfolios using individual securities. Foreign investors can also invest with us through our mutual fund, which is registered in Luxembourg and open for sale in Luxembourg, Germany, and Austria. We are looking for joint ventures opportunities and are open to merging with a similar size firm (~$400m) with the goal to create synergies in running the business or leveraging our proprietary equity and bond portfolios. Acquiring an established business would also be of interest.


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