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Keeley Mid Cap Dividend Value Fund Class I (KMDIX)

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29.81 +0.46    +1.57%
14/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Keeley
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 109.57M
Keeley Mid Cap Dividend Value I 29.81 +0.46 +1.57%

KMDIX Overview

 
On this page you'll find an in-depth profile of Keeley Mid Cap Dividend Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of KMDIX among other information.
Category

Mid-Cap Value

Total Assets

109.57M

Expenses

0.95%

Inception Date

40819

Contact Information

Address 401 S. LaSalle Street, Suite 1201
Chicago,IL 60605
United States
Phone +1 8889335391

Top Executives

Name Title Since Until
Thomas E. Browne Portfolio Manager 2011 Now
Biography Mr. Browne joined Keeley Teton upon its operational inception on March 1, 2017 and has 32 years of investment experience. Prior to that date, Mr. Browne served as a Portfolio Manager (2009‐2017) of the Small Cap Dividend Value and Mid‐Cap Dividend Value strategies on behalf of Keeley Asset Management Corp. (“KAMCO”). Before joining KAMCO, he was a Portfolio Manager in charge of Oppenheimer Capital’s small‐cap core and small‐cap value strategies. Prior to that, Mr. Browne managed a mid‐cap portfolio for SEB Asset Management and was an analyst at small cap investment firm Palisade Capital Management. Earlier in his career, Mr. Browne was a sell‐side technology services analyst for Prudential Securities and was twice recognized in the Wall Street Journal’s Best on the Street survey. Mr. Browne earned his M.B.A. from New York University Stern School of Business and his B.B.A. from the University of Notre Dame. In addition, Mr. Browne holds the Chartered Financial Analyst designation from the CFA Institute.
Brian P. Leonard Portfolio Manager 2011 Now
Biography Mr. Leonard joined Keeley Teton Advisors, LLC (“Keeley Teton”) on March 1, 2017. Prior to joining Keeley Teton, Mr. Leonard served as a Portfolio Manager (2004-2017) and Research Analyst and Client Service Associate (2004-2009) with Keeley Asset Management Corp. (“KAMCO”). While employed by KAMCO, Mr. Leonard managed client portfolios for KAMCO’s historical clients in a manner consistent with the strategies he currently manages for Keeley Teton. Before joining KAMCO, Mr. Leonard was an Associate with CRA RogersCasey from 1998 to 2004. Brian earned his M.S. in finance from St. Xavier University’s Graham School of Management and his B.S. from DePaul University. In addition, Mr. Leonard holds the Chartered Financial Analyst designation from the CFA Institute.
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