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 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 55% of the manager's regulatory AUM.
DEPRINCE RACE & ZOLLO StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DEPRINCE RACE & ZOLLO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NWL | 2.11% | Cons. Disc. | -12.21% | -0.43% | 2 | 6% | ||
| FLS | 1.84% | Industrials | 1.71% | 0.06% | 4 | 1% | ||
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FEATURED IN
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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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...
Get the Full Report
DEPRINCE RACE & ZOLLO Portfolio Concentration
DEPRINCE RACE & ZOLLO Location
250 PARK AVENUE SOUTH
SUITE 250
WINTER PARK, Florida
UNITED STATES, 32789
SUITE 250
WINTER PARK, Florida
UNITED STATES, 32789
DEPRINCE RACE & ZOLLO Contact Information
Phone Number: 407-420-9903
Fax Number: 407-841-8778
Website: https://www.drz-inc.com
Fax Number: 407-841-8778
Website: https://www.drz-inc.com
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