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29.81
+0.46
+1.57%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 109.57M
Keeley Mid Cap Dividend Value I
29.81
+0.46
+1.57%
- Overview
- Profile
- Historical Data
- Holdings
Keeley Mid Cap Dividend Value Fund Class I Overview
On this page you'll find an in-depth profile of Keeley Mid Cap Dividend Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of KMDIX among other information.
Investment Strategy
The investment seeks capital appreciation. The Adviser intends to pursue its investment objective by investing in equity securities of companies with a mid-size market capitalization and that currently pay, or are reasonably expected to pay, dividends to shareholders. The fund will invest no less than 80% of its net assets in "dividend-paying" common stocks and other equity type securities (including preferred stock, convertible debt securities and warrants) of "mid cap" companies, which the Adviser currently defines as securities within the range of the Russell Midcap® Value Index at the time of investment.
Contact Information
Address
401 S. LaSalle Street, Suite 1201
Chicago,IL 60605
United States
Chicago,IL 60605
United States
Phone
+1 8889335391
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Thomas E. Browne | Portfolio Manager | 2011 | Now |
| Biography | Mr. Browne joined Keeley Teton upon its operational inception on March 1, 2017 and has 32 years of investment experience. Prior to that date, Mr. Browne served as a Portfolio Manager (2009‐2017) of the Small Cap Dividend Value and Mid‐Cap Dividend Value strategies on behalf of Keeley Asset Management Corp. (“KAMCO”). Before joining KAMCO, he was a Portfolio Manager in charge of Oppenheimer Capital’s small‐cap core and small‐cap value strategies. Prior to that, Mr. Browne managed a mid‐cap portfolio for SEB Asset Management and was an analyst at small cap investment firm Palisade Capital Management. Earlier in his career, Mr. Browne was a sell‐side technology services analyst for Prudential Securities and was twice recognized in the Wall Street Journal’s Best on the Street survey. Mr. Browne earned his M.B.A. from New York University Stern School of Business and his B.B.A. from the University of Notre Dame. In addition, Mr. Browne holds the Chartered Financial Analyst designation from the CFA Institute. | ||
| Brian P. Leonard | Portfolio Manager | 2011 | Now |
| Biography | Mr. Leonard joined Keeley Teton Advisors, LLC (“Keeley Teton”) on March 1, 2017. Prior to joining Keeley Teton, Mr. Leonard served as a Portfolio Manager (2004-2017) and Research Analyst and Client Service Associate (2004-2009) with Keeley Asset Management Corp. (“KAMCO”). While employed by KAMCO, Mr. Leonard managed client portfolios for KAMCO’s historical clients in a manner consistent with the strategies he currently manages for Keeley Teton. Before joining KAMCO, Mr. Leonard was an Associate with CRA RogersCasey from 1998 to 2004. Brian earned his M.S. in finance from St. Xavier University’s Graham School of Management and his B.S. from DePaul University. In addition, Mr. Leonard holds the Chartered Financial Analyst designation from the CFA Institute. | ||
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