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Morgan Dempsey
About Us
Investment Strategies
Why Choose Us
Contact Us
ADV & CRS Forms
Morgan Dempsey
About Us
Investment Strategies
Why Choose Us
Contact Us
ADV & CRS Forms
About Us
Investment Strategies
Why Choose Us
Contact Us
ADV & CRS Forms

Morgan Dempsey - Large Cap Value

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Quarter End Materials

Full Presentation - March 31, 2025

General Fact Sheet - March 31, 2025

Performance Commentary - March 31, 2025

Estimated Annual Cash Flow TOOL - March 31, 2025

Miscellaneous Materials

Transition Account Services

Past Performance Commentary

Performance Commentary - December 31, 2024

2023 - 2024 Stock Write-Ups

Alexandria Real Estate - Initiate Position - November 2024

Main Street Capital - Initiate Position - November 2024

Eversource Energy - Initiate Position - July 2024

Entergy - Initiate Position - June 2024

UPS - Update - June 2024

Crown Castle Intl - Update - April 2024

Starbucks - Initiate Position - April 2024

Hershey - Initiate Position - April 2024

WEC Energy Group - Initiate Position - March 2024

Cummins - Initiate Position - October 2023

Medtronic PLC - Initiate Position - June 2023

LyondellBasell Industries - Initiate Position - May 2023

Hasbro - Initiate Position - May 2023

Advance Auto Parts - Initiate Position - March 2023

2025 Stock Write-Ups

Voya Financial - Initiate Position - March 2025

Wells Fargo - Initiate Position - January 2025

For Additional Information

Morgan Dempsey Capital | info@morgandempsey.com | Direct: 414-319-1080

Morgan Dempsey Capital Management, LLC

111 Heritage Reserve # 200, Menomonee Falls, WI 53051

(414) 319-1080
info@morgandempsey.com