DEPRINCE RACE & ZOLLO Overview

Deprince Race & Zollo Inc is an investment advisor that manages 7.9 BN dollars in regulatory AUM and has 47 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 60% of the manager's regulatory AUM.

DEPRINCE RACE & ZOLLO StockAlpha

+1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DEPRINCE RACE & ZOLLO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DBD 1.41% Tech -0.33% -0.02% 3 6%
AAPL 1.34% Tech -0.31% -0.02% 0 42%
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FEATURED IN
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DEPRINCE RACE & ZOLLO Founders and Key Employees

Name Title In Position Since
Gregory M. Deprince Principal, Chairman, Mgmt Committee Member March-1995
John D. Race Principal,Co-Ceo, Mgmt Committee Member March-1995
Victor A. Zollo Jr. Principal,President,Co-Ceo, Mgmt Committee Member March-1995
Gregory T. Ramsby Principal, Mgmt Committee Member April-2001
Jill S. Lynch Principal, Mgmt Committee Member April-2001
Kelly W. Carbone Principal, Mgmt Committee Member April-2001
Angela A. Johnston Cfo, Mgmt Committee Member January-2010
Adelbert R. Sanchez Chief Compliance Officer February-2013
Harry C. Radovich Co-Portfolio Manager January-2010
Darren C. Weems Co-Portfolio Manager January-2011
Randy A. Renfrow Co-Portfolio Manager January-2013
Laurie H. Cheek Co-Portfolio Manager December-2009
Regina Clancy Co-Portfolio Manager January-2013
Adam T. Lawson Co-Portfolio Manager February-2013

DEPRINCE RACE & ZOLLO Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

DEPRINCE RACE & ZOLLO Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


DRZ follows a value income methodology with all of its value-income strategies. This value income philosophy is based on a belief that undervalued stocks with an above-average dividend yield and the existence of an imminent fundamental catalyst provide the opportunity for increased total returns with reduced volatility. Investments are selected based upon three criteria: (i) low long-term relative valuation, (ii) above average dividend yield, and (iii) the existence of an imminent fundamental catalyst.

DRZ spends considerable time ensuring that client assets are invested in accordance with its investment policies and guidelines. In rare instances, DRZ may temporarily depart from these normal investment guidelines. For instance, the dividend yield of a stock may be reduced after it is purchased by DRZ, but the stock may not be immediately sold if DRZ believes it maintains strong investment character...
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DEPRINCE RACE & ZOLLO Portfolio Concentration

DEPRINCE RACE & ZOLLO Location

250 PARK AVENUE SOUTH
SUITE 250
WINTER PARK, Florida
UNITED STATES, 32789

DEPRINCE RACE & ZOLLO Contact Information

Phone Number: 407-420-9903
Fax Number: 407-841-8778
Website:

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