Strategic Value Bank Partners LLC
Strategic Value Bank Partners LLC is an SEC-registered investment adviser based in Cleveland, Ohio, founded to provide investment advisory services primarily to privately placed pooled investment vehicles. Its primary focus is on the community banking sector, serving institutional and high-net-worth investors by identifying, evaluating, negotiating, and managing investments in bank-related securities. The firm employs a small, specialized team to source and manage its investments.
Investment Strategy
Strategic Value Bank Partners LLC focuses on investments within the U.S. community banking sector, seeking undervalued or strategic positions in regional and local bank equities. The firm uses a research-driven approach emphasizing deep fundamental analysis of franchise value, management quality, and capital allocation. SVBP employs a long-term, value-oriented, and activist-minded investment philosophy, often engaging with portfolio company management to enhance shareholder value and improve operational performance. The firm typically invests through privately placed pooled vehicles tailored for institutional and accredited investors.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FFWM | FIRST FOUNDATION INC | 26.81% | $37.7M | 6,768,343 | $6.31 | $5.57 | +$3.2M |
C CFG | CITIZENS FINANCIAL GROUP | 10.42% | $14.6M | 275,500 | $47.25 | $53.16 | +$2.3M |
P PGC | PEAPACK GLADSTONE FINL CORP | 7.43% | $10.4M | 378,416 | $34.50 | $27.60 | -$246.0K |
W WNEB | WESTERN NEW ENGLAND BANCORP | 7.39% | $10.4M | 865,565 | $8.76 | $12.01 | +$2.4M |
M MRBK | MERIDIAN CORP | 7.31% | $10.3M | 651,298 | $18.38 | $15.79 | +$1.9M |