MORGAN DEMPSEY Overview
Morgan Dempsey Capital Management Llc is an investment advisor that manages 396.6 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 319MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 319MM in positions, representing 80% of the manager's regulatory AUM.
MORGAN DEMPSEY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MORGAN DEMPSEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CCI | 3.82% | Financials | -10.76% | -0.65% | 0 | 0% | ||
| USB | 3.81% | Financials | 8.51% | -0.07% | 0 | 0% | ||
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FEATURED IN
MORGAN DEMPSEY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Marc J. Dion | Principal, Chief Investment Officer | March-2006 |
| Brian G. Rafn | Principal, Director Of Reasearch | January-2009 |
| David W. Durham | Principal, Chief Compliance Officer | January-2009 |
| Dave A. Isaacson | Passive Outside Owner | August-2014 |
MORGAN DEMPSEY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MORGAN DEMPSEY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Morgan Dempsey Capital Management’s equity strategies may include investments in common stocks, preferred stocks, and exchange-traded funds ("ETF"). Morgan Dempsey Capital Management policy is not to participate in Initial Public Offerings (“IPO”), or “hot issues” as these securities generally fail to meet the quality standards established for investment on behalf of our clients. If the quality standards meet our requirements and share availability become sufficient to purchase for all clients, Morgan Dempsey Capital Management may consider such an investment.
Common risks to all of Morgan Dempsey’s equity strategies:
Equity Risk: Investment in equity securities involves risks and may be subject to wide and sudden fluctuations in market value, with a resulting fluctuation in the amount of profits and losses. The market value of a stock may fluctuate for any number of reasons that directly...
Unlock Full Investment Process Description
Morgan Dempsey Capital Management’s equity strategies may include investments in common stocks, preferred stocks, and exchange-traded funds ("ETF"). Morgan Dempsey Capital Management policy is not to participate in Initial Public Offerings (“IPO”), or “hot issues” as these securities generally fail to meet the quality standards established for investment on behalf of our clients. If the quality standards meet our requirements and share availability become sufficient to purchase for all clients, Morgan Dempsey Capital Management may consider such an investment.
Common risks to all of Morgan Dempsey’s equity strategies:
Equity Risk: Investment in equity securities involves risks and may be subject to wide and sudden fluctuations in market value, with a resulting fluctuation in the amount of profits and losses. The market value of a stock may fluctuate for any number of reasons that directly...
Unlock Full Investment Process Description
MORGAN DEMPSEY Portfolio Concentration
MORGAN DEMPSEY Location
111 HERITAGE RESERVE
SUITE 200
MENOMONEE FALLS, Wisconsin
UNITED STATES, 53051
SUITE 200
MENOMONEE FALLS, Wisconsin
UNITED STATES, 53051
MORGAN DEMPSEY Contact Information
Phone Number: 414-319-1080
Fax Number: 414-319-1087
Website: https://www.morgandempsey.com
Fax Number: 414-319-1087
Website: https://www.morgandempsey.com
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