Morgan Dempsey Capital Management

Name

Morgan Dempsey Capital Management

Legal name

Morgan Dempsey Capital Management, LLC

Website

https://morgandempsey.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Equity asset management
• Value investing strategies
• Investment advisory services
• Portfolio management
• Financial planning services

Headquarters

HQ city

Menomonee Falls

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: Investment advisory fees charged on assets under management for institutional clients, individual investors, and Registered Investment Advisors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Morgan Dempsey Capital Management is an SEC-registered investment adviser that provides discretionary equity asset management services to institutional investors, individual investors, and Registered Investment Advisors. The firm offers two core equity strategies — Large Cap Value and Micro Cap — both built on a value discipline and fundamental research approach designed to produce defensive portfolios that generate competitive risk-adjusted and absolute returns over a market cycle. The firm also provides supporting client materials such as quarterly reports, fact sheets, and performance commentaries.

Product overview

Morgan Dempsey Capital Management offers two core equity investment strategies — Large Cap Value and Micro Cap — both applying a value discipline and fundamental research approach. The firm also provides quarterly reports and transition account services. These strategies target institutions, individual investors, and Registered Investment Advisors, aiming to produce defensive portfolios that generate competitive risk-adjusted and absolute returns over market cycles.

Differentiator

Problem solved

Functional benefit

Products and services

• Large Cap Value Equity investment strategy focused on large-cap companies, applying a value discipline and fundamental research approach to generate defensive, risk-adjusted returns over a market cycle. Offered to institutional investors, individual investors, and Registered Investment Advisors.
• Micro Cap Equity investment strategy focused on micro-cap companies, applying a value discipline and fundamental research approach to generate competitive absolute and risk-adjusted returns. Offered to institutional investors, individual investors, and Registered Investment Advisors.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Dodge & Cox: Large, established, employee-owned value manager offering U.S. and global value-equity funds. Comparable on employee-ownership and value discipline, but materially larger and broader product set; competes for the same institutional mandates.
• Gabelli Funds: Multi-strategy value-based asset manager with concentrated U.S. equity products. Comparable on fundamental research and value discipline, though broader product set across equity, convertibles, and balanced mandates.

Direct peers

• Westwood Holdings Group: U.S. value-equity and income asset manager with institutional and wealth channels. Comparable on value discipline and institutional client focus, though larger and publicly listed.
• Brandes Investment Partners: Employee-owned value-equity manager offering large-cap, mid-cap, and small-cap value strategies globally. Highly comparable on ownership structure (employee-owned), value discipline, fundamental research approach, and institutional client focus.
• Pzena Investment Management: Public, value-equity specialist offering large-cap and concentrated value strategies to institutions and intermediaries. Closely comparable to Morgan Dempsey's Large Cap Value strategy on philosophy, client mix, and active value discipline.
• Tweedy, Browne Company: Long-standing value-equity manager applying Graham-style fundamental research to U.S. and international equities. Comparable on discipline (deep value/fundamental research), long tenure, and institutional/individual client mix.
• Heartland Advisors: Independent, employee-owned value manager focused on U.S. small-cap and mid-cap value strategies. Comparable on independent-ownership structure, value discipline, and small/micro-cap strategy focus.
• Perkins Investment Management: U.S. value-equity manager with large-cap and small-cap value products serving institutional and intermediary clients. Closely comparable on discipline (value), institutional focus, and product structure.
• Ariel Investments: Employee-owned value-equity boutique with domestic small-cap, mid-cap, and large-cap value products. Comparable on value discipline, fundamental research, employee-ownership culture, and multi-strategy equity offering.
• Longleaf Partners: Employee-owned value-equity boutique applying fundamental, contrarian value research across U.S. equities. Comparable on small/employee-owned ownership structure, fundamental value discipline, and institutional client mix.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Morgan Dempsey Capital Management