Keeley Small Cap Value AKSCVX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

A sibling rivalry is brewing with Keeley Small Cap Value.

Manager John Keeley has long plied a successful corporate-restructuring strategy at this small-blend offering. In recent years, however, the firm launched complementary products to allow for Read more

Kudos

Strong long-term risk/reward profile.

Manager is substantially invested in the fund. 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

The fund's corporate restructuring focus aims to identify companies with robust cash flows that have recently been spun off from their parent, emerged from bankruptcy, or trade below book value. Management Read more

Management

John Keeley Jr. founded the fund's advisor, Keeley Asset Management, in 1982 and has managed this fund since its 1993 inception. 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. Manager John Keeley also likes beaten-down Read more

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