About Us
Why Choose SCV Captial
SCV Capital was founded by experienced investment professionals who are passionate about investing in stocks. The Founders saw an opportunity to create a firm implementing our collective investment philosophy and views regarding best practices for managing small-cap equity portfolios. We take a hands-on approach to investing in small-cap equities alongside our clients.
We are singularly focused on one goal, constructing and managing small-cap value equity portfolios that have the potential to outperform the broader market over time. We are committed to a process of seamless and transparent client engagement and communication to ensure that your decision to invest with SCV Capital is an easy one.
Our Mission
Our mission is to uncover and capitalize on opportunities in smaller companies that offer compelling long-term value. We are committed to a team-driven, research-intensive, and disciplined investment approach. We invest alongside our clients, aligning our mutual interests.
Research-Intensive
Team-Driven
Disciplined Portfolio Construction
Our History
SCV Capital was founded in 2021 by members of the public equity team of a large Chicago-based investment manager. The small-cap value strategy that the team managed grew to over $1B in assets during their tenure.
The investment process utilized by SCV Capital is the culmination of our collective investment experiences and our view of best practices for managing portfolios currently and into the future.
Kevin McCloskey, CFA
Partner
Kevin McCloskey is a Partner with SCV Capital, which was founded in 2021. Prior to the formation of SCV Capital, Kevin was senior managing director and head of the public equity team at PPM America, Inc. (PPM). In this role, he oversaw the portfolio management and trading activities for the firm’s public equity strategies including large cap core, large cap value, mid cap value, and small cap value which were managed on behalf of investors globally. In addition, he covered the brokerage, energy, health care and media sectors. Prior to joining PPM in 2008, Kevin was a vice president and senior portfolio manager at Federated Investors where he was responsible for large cap value equity portfolio management. Previously, he was a portfolio manager and investment analyst at Killian Asset Management. Prior to joining the asset management industry, Kevin was a captain in the United States Air Force. Kevin earned a master’s degree in business administration from the University of Dayton and a bachelor’s degree in aerospace engineering from the University of Notre Dame. He is a CFA® charterholder.
Greg Anderson, CFA
Partner
Greg Anderson is a Partner with SCV Capital, which was founded in 2021. Prior to the founding of SCV Capital, Greg was a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He was responsible for investment and allocation decisions for the firm’s public equity strategies, including large cap core, large cap value, mid cap value, and small cap value which are managed on behalf of investors globally. Greg covered the banks, utilities, chemicals, paper, consulting services and REITS sectors. Prior to joining PPM in 2016, Greg was a managing director and sector head of financial services at UBS Global Asset Management. Previously, he was a director of equity research at Segall, Bryant & Hamill and a principal at CMJ Partners. Greg earned a master’s degree in finance and statistics from the University of Chicago and a bachelor’s degree in business administration from Moorhead State University. He is a CFA® charterholder.
Jeff Moran, CFA
Partner
Jeff Moran is a partner with SCV Capital, which was founded in 2021. Prior to the formation of SCV Capital, Jeff was a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He was responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap core, large cap value, mid cap value, and small cap value which are managed on behalf of investors globally. Jeff covered the aerospace and defense, autos, capital goods, insurance, leisure and entertainment, and hospitality sectors. Prior to joining PPM in 2004, he was a senior research officer at Hancock Funds. Previously, Jeff was a Senior Investment Analyst at Federated Investors, a tax associate at PricewaterhouseCoopers LLC, and an airborne ranger in the United States Army. He earned a master’s degree in finance from Cornell University, a master’s degree in accounting from the University of North Carolina and a bachelor’s degree in accounting from the University of North Carolina. He is a CFA® charterholder and a Certified Public Accountant (inactive).