Fundamental Global Investors LLC

Fundamental Global Investors LLC

Fundamental Global Investors LLC

Date Founded



4201 Congress Street,Suite 140,Charlotte, NC 28209-4617

Type of Company


Employees (Worldwide)



Hedge Funds
Investment Services & Portfolio Management

Company Description

Fundamental Global Investors (FGI) seeks to deliver high absolute rates of return while minimizing the risk of capital loss primarily through buying securities with trading values materially lower than their fundamental values and by selling short securities with trading values materially higher than their fundamental values. The firm invests globally in an array of well-researched securities and other investments, including equities, fixed-income, and commodities futures. FGI employs a value-oriented investment strategy that relies on detailed, security-specific fundamental research that is based on the identification of a meaningful expectations gap that exists between the market price of a security and what their research indicates is the likely or probabilistic outcome over the investment time horizon. The firm employs deep fundamental research and analysis to identify specific future events that may lead to the value realization and uncovering of the expectations gap described above.

Executives & Employees



Chief Financial Officer

Chief Operating Officer & Chief Compliance Officer


President, Co-Founder & Partner


Vice Chairman & Partner

Business Development

Board of Directors
Paths to Fundamental Global Investors LLC
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Fundamental Global Investors LLC
Recent Transactions
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Fundamental Global Investors LLC purchases Itasca Capital Ltd.

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Fundamental Global Investors LLC purchases BK Technologies, Inc. from Ballantyne Strong, Inc.

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Fundamental Global Investors LLC purchases Itasca Capital Ltd.

Advisors & Consultants

BDO USA, LLP is the United States Member Firm of BDO International, a global professional services network. BDO USA, LLP was founded as Seidman and Seidman in New York City in 1910 by three immigrant brothers: Maximillian L. Seidman, Francis E. Seidman, and Jacob S. Seidman.


JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY.

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BrightLine Partners LLC provides media advertising services on television. The firm provides interactive ad solution for connected TV, with the only ad products, ad server, and analytics dashboard architected for connected TV and OTT services. The company was founded by Jacqueline Corbelli and Robert Aksman in 2003 and is headquartered in New York, NY.

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