Insights
Market perspective and insights from our research team
Semi-Annual Dividend Tracker July 2024
Semi-Annual Dividend Tracker July 2024 This edition of the Keeley Teton Dividend Tracker includes our usual semiannual update and a look at what companies that do not pay dividends could pay dividends. The dividend universe produced mixed results in the first half of 2024. Performance among size and style indexes varied with dividend payers outperforming […]
Read More Semi-Annual Dividend Tracker January 2024
Semi-Annual Dividend Tracker January 2024 This edition of the Keeley Teton Dividend Tracker includes our usual semiannual update and an analysis of the performance of spinoffs that pay dividends. The second half of 2023 produced mixed results in the dividend universe. With the IPO market frozen, M&A volumes subdued, and the mid-year Russell rebalancing complete, […]
Read More Semi-Annual Dividend Tracker September 2023 Update
Semi-Annual Dividend Tracker September 2023 In this installment of the Keeley Teton Dividend Tracker, we provide our semi-annual update on the universe of dividend-paying stocks. It was a difficult first half for dividend-payers on a relative basis. After last year’s market declines the sudden outbreak of enthusiasm for artificial intelligence equities boosted the growth sectors […]
Read More Semi-Annual Dividend Tracker Update
Semi-Annual Dividend Tracker In this installment of the Keeley Teton Dividend Tracker, we provide our semi-annual update on the universe of dividend-paying stocks. With the Russell reconstitution complete in June and very little happening in either the IPO or M&A market, the composition of the indexes and the dividend-paying universe was little changed. Dividend-paying stocks […]
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Looking to Dividend-Paying Stocks for Good Risk-Adjusted Returns
Wall Street Transcript: Looking to Dividend-Paying Stocks for Good Risk-Adjusted Returns Thomas E. Browne, JR., CFA, is a Portfolio Manager at the Keeley Teton Small and Mid Cap Dividend Value strategies. Mr Browne previously was a Portfolio Manager at Keeley Asset Management Corp. He was also a Portfolio Manager for Oppenheimer Capital, SEB Asset Management […]
Read More Semi-Annual Dividend Tracker Update
Semi-Annual Dividend Tracker Update We are pleased to share with you our Semi-Annual Keeley Teton Dividend Tracker Report, outlining our thoughts on the universe of dividend-paying stocks. In Summary: We tend to see a bit more churn at the mid-year update because of the rebalancing of the Russell indices just before this time frame. This […]
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Semi-Annual Dividend Tracker Our second installment of the Keeley Teton Dividend Tracker finds continuing improvement in the universe of dividend-paying stocks. While the percentage of stocks that pay dividends has not increased, the payers are paying more. Furthermore, performance of the dividend payers improved nicely and outpaced that of the overall universe. Our feature in […]
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Opportunities in the Housing Cycle
Opportunities in the Housing Cycle When the housing bubble burst in the early part of this century, new housing starts plummeted. A weak economic recovery, a large supply of repossessed homes, falling home prices, and stringent mortgage underwriting standards suppressed demand for single family homes. In addition, the demand boost expected from the huge wave […]
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Keeley Teton Dividend Tracker Companies that cut their dividends amid last year’s pandemic and where are they now? For twelve years, the team at Keeley Teton Advisors has managed strategies focused on small- and mid- cap companies that pay dividends. We think we have learned a few things about this subsegment of the equity market […]
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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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