Value Approach

Small-Mid Cap Value

Objective

Long-term capital appreciation through investments in small capitalization companies that we believe are undervalued; companies generally have a market capitalization within the upper and lower boundaries of the Russell 2500 Value Index at time of purchase.

Approach

We seek to identify market inefficiencies and catalysts leading to long-term appreciation, with an emphasis on change and restructuring at the industry or corporate level. We focus on complex situations that are difficult to evaluate and understand in a timely fashion, and often have little or no Wall Street support or coverage. We believe this lack of research coverage and positive attention drives investor uncertainty and avoidance, enabling us to purchase attractive stocks at a discount to our assessment of fair market value.

Process

We use fundamental research to identify potential investment opportunities, focusing on catalysts and event-driven situations. Within that universe, we use bottom-up analysis to identify companies that we believe have strong business models, solid growth potential and reasonable valuation parameters.

Portfolio Management


Nicholas F. Galluccio
Portfolio Manager
38 years experience
Scott R. Butler
Portfolio Manager
18 years experience
Thomas E. Browne, Jr., CFA
Portfolio Manager
33 years experience
Brian P. Leonard, CFA
Portfolio Manager
20 years experience
Brian R. Keeley, CFA
Portfolio Manager
25 years experience

Value Approach


In our pioneering approach to value investing, we focus on companies moving through complex change to unlock hidden value. We seek to identify market inefficiencies and catalysts for value creation such as restructuring, marketplace shifts and ownership and operational changes.

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Contact Us


For questions pertaining to investments or any other business inquiries, please call us at 312-786-5050 or email: info@keeleyteton.com

Your client service team:

Tiffany Hayden

Tiffany Hayden

Jeff Illustrato

Jeff Illustrato

Telephone: 312-786-5050

Email: info@keeleyteton.com