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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 47% of the manager's regulatory AUM.

KEELEY ASSET StockAlpha

-2.8%
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

KEELEY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UMBF 2.45% Financials 32.46% 0.25% 5 3%
AL 2.35% Industrials 27.85% 0.35% 2 6%
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FEATURED IN
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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...
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KEELEY ASSET Portfolio Concentration

KEELEY ASSET Location

111 W. JACKSON BLVD., SUITE 810
CHICAGO, Illinois
UNITED STATES, 60604

KEELEY ASSET Contact Information

Phone Number: 312-786-5000
Fax Number: 312-786-5002
Website:

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