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 09/30/16. The fund's latest filing disclosed 297MM in positions, representing 75% of the manager's regulatory AUM.

MORGAN DEMPSEY StockAlpha

-0.7%
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

MORGAN DEMPSEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MCS 4.06% Cons. Disc. 22.66% 0.82% 7 3%
RGR 3.86% Cons. Disc. -11.36% -0.53% 1 3%
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FEATURED IN
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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...
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MORGAN DEMPSEY Portfolio Concentration

MORGAN DEMPSEY Location

111 HERITAGE RESERVE
SUITE 200
MENOMONEE FALLS, Wisconsin
UNITED STATES, 53051

MORGAN DEMPSEY Contact Information

Phone Number: 414-319-1080
Fax Number: 414-319-1087
Website:

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