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Welcome to MVM

McClain Value Management, LLC, located in New Canaan, CT, provides fundamental research based US value equity strategies in all-cap value and small-cap value. The firm was founded in 2001 by Phillip C. McClain after 20 years in institutional money management, investment banking and accounting. Joseph W. Donaldson joined in 2008 as a Managing Partner and Portfolio Manager. Joseph has over 20 years of investment experience. Today, the firm is 100% employee-owned and manages approximately $145 million across three investment strategies:

  • Select Value – 20 stock all-cap value portfolio
  • Core Value – 25-30 stock all-cap value portfolio
  • Small Cap Value – 20-25 stock small-cap value portfolio
 
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McClain Value Management, LLC - Investment Advisory www.mcclainvalue.com