Welcome to Morgan Dempsey
Morgan Dempsey Capital Management, LLC is an employee-owned SEC Registered Investment Advisor. Founded in 1994, we focus on style-specific investment strategies that meet the unique needs of institutional investors and high net worth individuals.
Recent News:
LIPPER TOP 20 Money Managers – 5 Year Returns: Lipper ranks Morgan Dempsey Small/Micro Cap Value #2 in the 5 year time period (11/17/11)
Why Founder/Owner/Operator: What distinguishes us. (10/21/2011)
Special Report: Stocks that pay you to wait for the price to rise. (8/1/2011)
Special Report on Jos A. Bank Clothiers Inc: Brian Rafn, Portfolio Manager, Morgan Dempsey Capital Management, LLC, commentary and analysis on Jos A. Bank (JOSB) Q1 earnings report. (6/10/2011)
Press Release: Ashland Partners Independent Verifier's Report on MDCM, Small/Micro Cap Value, and Dividend Income Strategies. (3/31/2011)
Press Release: Morgan Dempsey Wins $50M MERS Mandate. (2/1/2011)
Press Release: Morgan Dempsey Hired by Callan Associates. (8/20/2010)
Recent Press:
Combat-Ready Capital (Barron's 3/7/11)
Small Milwaukee Money Firm Aims to Deliver Stable Returns (Milwaukee Journal Star 2/7/11)
Small/Micro-Cap Value
Our award winning Small/Micro-Cap Value Strategy provides a truly unique approach to small company investing.
- Consistent performance: Double-digit positive returns 7 of last 8 years
- Capital protection: Declined less than half the drop of of our index in 2008, all while remaining fully invested (-13.6% vs. -28.9%)
- Cumulative performance nearly double that of index with ~3/4ths the volatility
- Focused, fundamental, bottom-up research in inefficient markets
Our 3-year and 5-year performance record rank in the top 1% of the 200+ Small-Cap Value Managers tracked by Evestment Alliance (12/31/09).
Earned title of Small-Cap "Investment Manager Top Gun" and "Bull & Bear Master" from Informa Investment Solutions (12/31/09).
Pensions & Investments ranks the Morgan Dempsey Small/Micro-Cap Strategy as the top performing small-cap blend separate account manager over the previous 5-years (12/31/09).
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Dividend Income
Our portfolio of high yielding companies and partnerships with a history of consistently raising dividends attempts to produce both a rising income stream and competitive total returns for our clients. Our investment objectives include:
- Provide high current income
- Provide less volatility than the equity market
- Provide the potential for capital appreciation and increasing income
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Morgan Dempsey is Hiring:
Operations & Trading - Job Description