John Keeley is President and Portfolio Manager/Analyst at Keeley Asset Management Corp., a registered investment advisor that he established in 1982. Since incepted in 1993, his Small Cap Value Fund (KSCVX) has had an average annual total return of 16.04% through January 4, 2008. During the same period the small cap benchmark Russell 2000 had an average annual total return of 10.07%.
Investing Philosophy:
John Keeley seeks capital appreciation through long-term value investing in small-cap stocks. He emphasizes the purchase of companies undergoing corporate redevelopment such as spin-offs, companies emerging from bankruptcy, securities trading below actual or perceived book-value, savings & loan and insurance conversions, and distressed utilities.
Small cap and spin-off Guru John Keeley did very well for many years. But it was tough in 2008. Now he is upbeat with the improving economic conditions and positioned his portfolio accordingly. This is his Q3 portfolio update. More...
John Keeley is the guru who likes to invest in small cap stocks. He has been buying a lot of stocks, and just bought 55 new names for his portfolio. He is heavily invested in industrials. This isthe Q2 portfolio update of Keeley Funds. Keeley owns 346 stocks with a total value of $5.8 billion. These are the details of the buys and sells. More...
(GuruFocus, May 10, 2009) Investment Guru John Keeley has sold most of his holdings in the Industrial Goods and Services company Altra Holding Inc. (AIMC) and a small position in in banking company Home Federal Bancorp (HOME). According to GuruFocus Data, he sold 89.56% of his shares in AIMC at the price of $5.47 per share on April 30, 2009. After the sale, he holds 291,440 shares or 1.1% of the company. On the same day, he sold a 0.87% of Home Federal Bancorp shares at the price of $5.47, bringing his total holding in the bank to 1,687,177 shares or 9.7%. More...
John Keeley's flagship fund - Keeley Smallcap Fund - lost 40% in 2008, but he still outperformed the benchmarks during the past 5- and 10-year period by wide margins. He thinks that restructuring in the health care sector evolved recently which presented a few appealing opportunities. These are his buys and sells during the fourth quarter. More...
While a lot of value investors are struggling, John Keeley's Small Cap Value Fund made money for its shareholders. Manager John Keeley likes to buy small cap companies in special situations like spin-off or mergers. These are his buys and sells during the second quarter. More...
John Keeley likes to buy small cap stocks in special situations: spin-off, merger/acquisition etc. His asset under management has been soaring. His flagship Small Cap Fund was almost flat for the 12 months ended on 03/31, while Russell 2000 lost 13%. John Keeley owns 388 stocks with a total value of $8.9 billion. These are the details of the buys and sells over the past quarter. More...
John Keeley likes to buy small cap stocks in special situations like spin-off, merger/acquisition etc. His asset under management has been soaring. Not a surpise, as he has delivered great performances over the past years. These are his buys and sells during the fourth quarter. More...
Spin-off Guru John Keeley has seen his asset under management soaring. Not a surpise, as he has delivered great performances over the past years. John Keeley likes to buy small cap stocks in special situations like spin-off, merger/acquisition etc. These are his buys and sells during the third quarter. More...
John Keeley likes to invest in small caps with special situations. Since inception in 1993, his Small Cap Value Fund has gain more than 16.5% a year, while Russell 2000 gained 10.5% a year. "Going forward, we continue to be excited about a number of restructuring opportunities emerging from our primary investment themes." These are his buys and sells during the second quarter. More...
Updates for John Keeley buys and sells during the first quarter. John Keeley is known as "Spin-off Doctor", he likes to buy spin-offs that others don't want. His most recent spin-off play: MUELLER WATER. If you like to buy unservalued small cap stocks, take a look at what John Keeley is buying. More...
Updates for John Keeley buys and sells during the fourth quarter. John Keeley is known as "Spin-off Doctor", evidently he has a lot of activities on spin-offs such as Western Union, REALOGY CORP, etc. More...
John Keeley of the Keeley Fund buys WYNDHAM WORLDWIDE, Western Refining, Inc. , GATX Corp., Helix Energy Solutions Group, Inc. , HARVARD BIOSCIENCE, Quanta Services Inc., Pep Boys - Manny, Moe & Jack, Nu Horizons Electronics Corp., Basic Energy Services, Inc. , Wausau Paper Corp., CKE Restaurants Inc., Shaw Group Inc., Journal Communications Inc., McGraw-Hill Companies Inc., FMC Corp., COWEN GROUP, INC., Eastern Insurance Holdings, Inc. , Comerica Inc., MasterCard Incorporated Class A , etc., sells Veritas DGC Inc., Seitel Inc., US Concrete Inc., KFX Inc., Global Power Equipment Group I, Cavalier Homes Inc., Helmerich & Payne Inc., Frozen Food Express Industries, Freeport-McMoRan Copper & Gold, Chesapeake Energy Corp., Ultra Petroleum Corp., Freescale Semiconductor Inc., Choice Hotels International In, Advanced Micro Devices Inc., JC Penney Co. Inc., Arch Coal Inc., etc during the 3-months ended 09/30/2006, according to the most recent filings of his investment company. His flagship fund Keeley Small Cap Value Fund returned 14.55% year to date. These are the details of his purchases and sells. More...
John Keeley of Keeley Asset Management Corp. buys LB Foster Co., Petrohawk Energy Corp., Mueller Water Products, Inc., Seitel Inc., Greenbrier Companies, Archer-Daniels-Midland Co., Neenah Paper Inc., Interstate Hotels & Resorts In, Winston Hotels Inc., Tribune Co., Sierra Pacific Resources, Eagle Materials Inc. Class B Common Stock CL B, Trinity Industries Inc., etc, sells Sybron Dental Specialties Inc., JED Oil Inc., Tronox Inc, Headwaters Inc., Western Gas Resources Inc., Aztar Corp., Chiquita Brands International, Gray Television Inc., Bluegreen Corp., James River Coal Co., etc. during the 3-months ended 06/30/2006, according to the most recent filings of his investment company. Keeley is specialized in small caps and spin-offs. These are the details of his buys and sells. More...
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