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.
Press Release: Morgan Dempsey Hired by Callan Associates (8/20/2010)
Terrence V. Pavlic, CFA joins Small/Micro-cap team. (4/15/10)
Press Release: Morgan Dempsey announces change in ownership. Brian Rafn and David Durham join Marc Dion, CFA as principals of Morgan Dempsey. (3/2/10)
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 6 of last 7 years
- Capital protection: Declined less than half the drop of of our index in 2008, all while remaining fully invested (-13.98% vs. -28.93%)
- 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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