Christopher P. Mittleman served as Chief Investment Officer with over 34 years of experience as a global value investor, previously serving as CIO of Mittleman Brothers from 2005 to 2023 and of Aimia Inc. from 2020 to 2022. Philip Mittleman served as Chief Executive Officer and President of Mittleman Brothers and was appointed permanent CEO of Aimia following the acquisition. The firm was a wholly owned subsidiary of Aimia Inc. and employed approximately 5 people with 1 performing investment advisory functions. Following the wind-down of the original firm, Christopher Mittleman established Mittleman Value Partners LLC as a separate SEC-registered investment adviser continuing with a similar concentrated, long-term investment approach. The firm achieved over 90% client retention and ranked in the top 1% of global equity strategies since inception of its track record.

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The Mittleman Global Value Equity Fund pursued superior long-term returns by investing in 10-20 undervalued global companies with durable economic advantages, high free cash flow, and strong management teams. The investment philosophy was rooted in a private equity mentality applied in public equity markets, focusing on significant discounts to intrinsic value through a patient, research-intensive process. The strategy was unconstrained by geography, sector, or market capitalization and did not hedge currency risk. As stated by the firm, they appraised the value of every company in a way that reflected its private market value in a sale, emphasizing that success often depended on how long they were willing to wait to achieve results. The approach emphasized deep research and conviction-based investing with a concentrated portfolio approach.

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