KEELEY ASSET Overview
Keeley Asset Management Corp is an investment advisor that manages 5 BN dollars in regulatory AUM and has 25 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 2BN in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 2BN in positions, representing 47% of the manager's regulatory AUM.
KEELEY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KEELEY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
KEELEY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John L. Keeley Jr | President, Director | December-1981 |
| Mark T. Keeley | Senior Vice President | March-2004 |
| John L. Keeley Iii | Senior Vice President | March-2004 |
| Robert M. Kurinsky | General Counsel, Chief Financial Officer & Corporate Secretary | March-2006 |
| Kevin M. Keeley | Senior Vice President | March-2006 |
| Joseph D. Mcdermott | Chief Compliance Officer | March-2009 |
KEELEY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
KEELEY ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
KAMCO seeks to provide long-term capital appreciation in the equity markets by investing with a “value” approach across different market capitalization categories as determined by KAMCO, with a primary focus in small and mid-cap securities. KAMCO primarily employs fundamental security analysis in its strategies. This is a “bottom-up” investment strategy that focuses largely on undervalued
companies, with emphasis on those undergoing major changes (for example, corporate restructuring). Certain strategies offered by KAMCO have been modified to include dividend and market hedge components as complements to KAMCO’s fundamental analysis techniques. In a limited number of
client accounts, KAMCO may purchase or sell futures and forward contracts as well as options on futures contracts.
In applying its investment philosophy, KAMCO attempts to employ model portfolios when implementing its various in...
Get the Full Report
KAMCO seeks to provide long-term capital appreciation in the equity markets by investing with a “value” approach across different market capitalization categories as determined by KAMCO, with a primary focus in small and mid-cap securities. KAMCO primarily employs fundamental security analysis in its strategies. This is a “bottom-up” investment strategy that focuses largely on undervalued
companies, with emphasis on those undergoing major changes (for example, corporate restructuring). Certain strategies offered by KAMCO have been modified to include dividend and market hedge components as complements to KAMCO’s fundamental analysis techniques. In a limited number of
client accounts, KAMCO may purchase or sell futures and forward contracts as well as options on futures contracts.
In applying its investment philosophy, KAMCO attempts to employ model portfolios when implementing its various in...
Get the Full Report
KEELEY ASSET Portfolio Concentration
KEELEY ASSET Location
111 W. JACKSON BLVD., SUITE 810
CHICAGO, Illinois
UNITED STATES, 60604
CHICAGO, Illinois
UNITED STATES, 60604
KEELEY ASSET Contact Information
Phone Number: 312-786-5000
Fax Number: 312-786-5002
Website: http://www.kic-kamco.com
Fax Number: 312-786-5002
Website: http://www.kic-kamco.com
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