Keeley Mid Cap Value AKMCVX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

A sibling rivalry is brewing with Keeley Mid Cap Value.

Manager John Keeley has long plied a successful corporate-restructuring strategy at sibling Small Cap Value KSCVX (the firm's legacy fund offering). In recent years, the firm launched complementary Read more

Kudos

Manager is substantially invested in the fund and has a strong long-term record utilizing this approach for separate accounts and at its small-cap sibling. Read more

Risks

When its battered picks are slow to turn around, the fund can languish.

Sector concentrations can increase volatility and damp returns if they backfire. Read more

Strategy

Corporate restructuring is Keeley's key focus. He focuses on stocks of companies with market caps between $1.5 billion and $10 billion that have robust cash flows and also have recently been spun off Read more

Management

John Keeley Jr. founded the fund's advisor, Keeley Asset Management, in 1982 and has managed this fund since inception. He is supported by a small team of analysts. Read more

Inside Scoop

This fund focuses on newly spun-off units of other businesses, companies emerging from bankruptcy, and those trading below book value. Read more

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