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 $1.6 Billion*
for institutional and high net worth clients across the
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.
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DGHM AllCap Value 4th Quarter
We are pleased to announce that DGHM has received
its GIPS® Verification Statement from ACA Beacon
Verification Services. A full copy of the
Beacon’s report is available
Dalton, Greiner, Hartman, Maher & Co.,
LLC claims compliance with the CFA Institute Asset
Manager Code of Professional Conduct. This claim
has not been verified by CFA Institute.
Our team of investment professionals
average over 20 years of experience performing
fundamental analysis. Our team is aligned with its
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 30-year history.
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.
Our scale allows us to leverage industry
and Street contacts while remaining flexible to seize
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.
DGHM is firmly committed
to open communication, transparency, and direct access
to our team.
*DGHM AUM and Product Breakdown 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 $261
million and model portfolio relationships of $112
million as of 03/31/13. This is supplemental
information. See the enclosed fully-compliant
presentation for more details.