Welcome to Morgan Dempsey

Morgan Dempsey Capital Management, LLC is an employee-owned SEC Registered Investment Advisor. Founded in 1994, we focus on style-specific investment strategies that meet the unique needs of institutional investors and high net worth individuals.

Recent News:

CNBC interviews Brian Rafn on Sturm Ruger (RGR) (4/16/2014)

CNBC interviews Brian Rafn on Sturm Ruger (RGR) (4/18/2013)

Lipper Top 20 Money Managers – 5 Year Returns: Lipper ranks Morgan Dempsey Small/Micro Cap Value #7 in the 5 year time period U.S. Small-Cap Value Equity (6/30/2012)

Lipper Top 40 Managers – 5 Year Returns: Lipper ranks Morgan Dempsey Dividend Income #14 in the 5 year time period U.S. Large-Cap Equity (6/30/2012)

Ashland Partners Independent Verifier's Report on MDCM, Small/Micro Cap Value, Dividend Income Strategies. (3/31/2012)

Recent Press:

Combat-Ready Capital (Barron's 3/7/11)

Small Milwaukee Money Firm Aims to Deliver Stable Returns (Milwaukee Journal Star 2/7/11)

Small/Micro-Cap Value

Our award winning Small/Micro-Cap Value Strategy provides a truly unique approach to small company investing.

  • Consistent performance: Double-digit positive returns 7 of last 8 years
  • Capital protection: Declined less than half the drop of of our index in 2008, all while remaining fully invested (-13.6% vs. -28.9%)
  • Cumulative performance nearly double that of index with ~3/4ths the volatility
  • Focused, fundamental, bottom-up research in inefficient markets

Our 3-year and 5-year performance record rank in the top 1% of the 200+ Small-Cap Value Managers tracked by Evestment Alliance (12/31/09).

Earned title of Small-Cap "Investment Manager Top Gun" and "Bull & Bear Master" from Informa Investment Solutions (12/31/09).

Pensions & Investments ranks the Morgan Dempsey Small/Micro-Cap Strategy as the top performing small-cap blend separate account manager over the previous 5-years (12/31/09).

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Dividend Income

Our portfolio of high yielding companies and partnerships with a history of consistently raising dividends attempts to produce both a rising income stream and competitive total returns for our clients. Our investment objectives include:

  • Provide high current income
  • Provide less volatility than the equity market
  • Provide the potential for capital appreciation and increasing income

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The Morgan Dempsey Mid-Cap strategy seeks long term capital appreciation by investing in a diversified portfolio of primarily mid-cap companies that have attractive business models and strong management teams. We believe that capable management teams can produce superior results over time when they are not constrained by weak balance sheets. We believe in investing in such companies at attractive valuations.

  • Consistent performance: Outperformed the Russell Mid Cap Index in the
    1, 3, 5, and 7 year periods
  • In the 3 year time period generated 4.41% annualized Alpha vs. the Russell Midcap Index with a 0.80 beta

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Ranking data was obtained from Money Manager Review, Nelson Information, Informa/Effron PSN, Morningstar, Evestment Alliance and other consultants. These rankings are independently prepared, and we believe them to be objective and statistically valid. Other similar manager rankings may produce different result. Please see our Small/Micro-Cap Value performance report for detailed information on performance, risks and additional disclosures.

The Company

Investment Strategies/ Institutional Investors

Independent Accountant’s Verification and Performance Examination:

Mutual Fund Investors


Morgan Dempsey
Capital Management, LLC.
309 N. Water Street
Milwaukee, WI 53202

Phone Number: 414-319-1080
Fax Number: 414-319-1087
Toll Free: 1-800-969-6326