Insights

Market perspective and insights from our research team

Semiconductor Surge

Semiconductor Surge   ​​​​​​Increased Semiconductor Demand While semiconductor-related shares notably retreat from momentum-driven highs, fundamentals are solidifying into an enduring growth cycle, providing discerning investors with long term opportunities. The COVID-19 global pandemic has impacted every aspect of our lives, from disrupting our daily routines to supply chain disruptions in almost every industry. Semiconductors were […]

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Energy Evolution, Shareholders and Environment Benefit

Energy Evolution, Shareholders and Environment Benefit   U.S. Exploration and Production Industry, has it learned to be responsible? The process we employ to manage the Keeley Small-Mid Cap Value Fund focuses on companies undergoing significant corporate restructuring. Sometimes, however, we see clusters of opportunity when entire industries rationalize and become more disciplined. While the Energy […]

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