Keeley Asset Management Corp

Keeley Asset Management Corp
Last update 2017-02-14 270 Stocks (18 new)
Value $2.35 Bil Turnover 8 %
Top Holdings:
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Keeley Asset Management Corp Profile

John Keeley is President and Portfolio Manager/Analyst at Keeley Asset Management Corp., a registered investment advisor that he established in 1982.

Keeley Asset Management Corp 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.
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Performance of Keeley Small Cap Dividend Valu

Year Return % S&P500 % Excess Gain %
2019 22.36 30.58 -8.2
2018 -16.57 -4.57 -12
2017 7.27 21.7 -14.4
3-Year Cumulative (2017-2019) 9.51 (3.07/Year) 51.65 (14.89/Year) -42.14 (-11.82/Year)
2016 29.43 12 17.4
2015 -8.38 1.24 -9.6
5-Year Cumulative (2015-2019) 29.86 (5.36/Year) 71.96 (11.45/Year) -42.08 (-6.07/Year)
2014 4.91 13.46 -8.6
2013 29.85 32.31 -2.5
2012 16.25 15.99 0.3
2011 3.45 1.9 1.6
2010 30.06 15.05 15
10-Year Cumulative (2010-2019) 176.69 (10.71/Year) 251.03 (13.38/Year) -74.34 (-2.67/Year)
2009 21.67 26.35 -4.7
2008 -40.18 -36.79 -3.4
2007 7.17 5.15 2
2006 19.55 15.84 3.7
2005 16.12 4.83 11.3
15-Year Cumulative (2005-2019) 199.61 (7.59/Year) 257.98 (8.87/Year) -58.37 (-1.26/Year)
2004 32.94 10.7 22.2
2003 18.65 28.18 -9.5
2002 2.72 -21.58 24.3
2001 15.12 -11.76 26.9
2000 6.61 -9.75 16.4
20-Year Cumulative (2000-2019) 495.77 (9.33/Year) 217.22 (5.94/Year) 278.55 (3.39/Year)
1999 3.32 20.38 -17.1
1998 12.99 28.69 -15.7
1997 0.52 33.49 -33
1996 9.42 22.5 -13.1
1995 0.94 38.06 -37.1
25-Year Cumulative (1995-2019) 672.17 (8.52/Year) 1009.46 (10.10/Year) -337.29 (-1.58/Year)
1994 -7.02 0.38 -7.4

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