|
|
| |
|
We are pleased to announce that DGHM has received
its GIPS® Verification Statement from ACA Beacon
Verification Services for the period December 31,
1992 through March 31, 2009. A full copy of the
Beacon’s report is available
here.
In addition,
DGHM's Allcap Value product has received PSN's
highest rating of 6 Star Top Gun for the period
ending June 30, 2009. For more information,
please click
here.
|
|
DGHM is a fundamental,
value-driven, equity investment manager utilizing a
disciplined approach to purchase high quality companies
at compelling valuations. We believe this tradeoff
results in superior performance over the long run. DGHM
was founded in 1982 and currently manages $1.1 Billion*
for institutional and high net worth clients across the
capitalization spectrum.
DGHM is committed to value creation for
its clients over the long-term. The firm’s team
of experienced and passionate sector specialists
combines quantitative tools with rigorous fundamental
analysis to generate excess returns with managed risk.
|
 |
| |
|
DISTINGUISHING FEATURES |
|
Experience
Our team of investment professionals
average over twenty years of experience performing
fundamental analysis. Our team is aligned with our
investors in that we are owners in the firm, invested
along side our clients, and compensated directly on our
performance. The team acts as a cohesive unit, investing
across our product line. Low turnover of professionals
has ensured continuity over our 25 year history.
Process Adherence
We are committed to our disciplined
investment process and pay particular attention to risk
mitigation. We have a long and successful track record
managing institutional and individual assets with a
value orientation, across the capitalization spectrum.
All products have specific capacity limitations in order
to ensure their style integrity.
Scale
Our scale allows us to leverage industry
and Street contacts while remaining flexible to seize
market opportunities.
Flexibility and
Customization
We are committed to meeting the
objectives of our clients. We welcome the opportunity to
create customized solutions through separately managed
accounts, and offer limited partnerships and mutual fund
investment options as well.
Client Service
DGHM is firmly committed
to open communication, transparency, and direct access
to our team.
*DGHM AUM and Product Breakdown Chart
above include third party platform assets for which DGHM
does not have full conditional authority, and which have
been excluded from the definition of the firm for GIPS
purposes. The assets consist of direct wrap
relationships of $89 million and model portfolio
relationships of $48 million as of 12/31/09. This is
supplemental information. See the enclosed
fully-compliant presentation for more details. |
|
|
|
|
 |
|
|
|
