Maverick Value, LLC

Maverick Value is an independent registered investment adviser that provides discretionary investment management primarily for individual clients and, unusually for firms of its type and size, also serves pension and profit‑sharing plan clients. Client assets are held at qualified custodians in the client’s name, and the firm manages accounts under a limited power of attorney rather than having custody of client funds.

The firm follows a fundamental, value‑oriented strategy focused on identifying securities it views as misperceived or mispriced, using methods such as discounted cash flow, comparable company analysis, and historical valuation multiples. Portfolios are typically concentrated (generally fewer than 20 holdings) with initial position sizes targeted around 10% and are managed on a discretionary basis without extensive tailoring of services to individual client preferences.

What is noteworthy about Maverick Value is its small scale — roughly $14.5 million in assets across eight client accounts — combined with its acceptance of retirement plan clients, a client type that is uncommon among similar independent advisers. The brochure also discloses operational features and limitations such as reliance on a key investment professional for portfolio decisions, a policy not to pursue class‑action claims on clients’ behalf, and a non‑participation stance on wrap‑fee programs.