Investing in Hard Work and Potential
Investing in Hard Work and Potential

News / Events

In the News

 

The New York Times – July 8, 2007
“Standouts Among Strong Rivals”
By Carole Gould

The article interviews three top fund managers and discusses their holdings and outlook for 2007. The KEELEY Mid Cap Value Fund was mentioned for its superior performance in 2007, and lead manager John L. Keeley Jr. discussed three of his better year-to-date performing stocks in the fund.

The Wall Street Journal – February 23, 2007
“Mutual Funds and the Buyout Boom”
By Diya Gullapalli

The article discusses the recent boom in private equity takeovers and the mutual funds that have benefited from the multitude of deals that have taken place. Keeley Funds was mentioned as a firm that is benefiting from this trend, with 8 companies in 2006 that were taken private.

BusinessWeek – April 2nd, 2007
“Winners Come in All Shapes and Sizes”
By Lauren Young and Arron Pressman

The article features John L. Keeley, Jr. and the KEELEY Small Cap Value Fund having been selected as a winner of the 2007 Standard & Poor’s / BusinessWeek Excellence in Fund Management Awards.

Barron’s – June 19, 2006
“Hot Small-Cap Hunter Seeks Bigger Game”
by Jack Willoughby

The article discusses the launch of the new KEELEY All Cap Value Fund that will allow portfolio manager John L. Keeley Jr. to pursue the compelling value he sees in the large-cap arena.

Forbes Magazine – September 2005
“The Honor Roll”
by William Heuslein

The article features the “2005 Forbes Honor Roll” which ranks the KEELEY Small Cap Value Fund in 5th place. The list is limited to funds that not only have done well over the past decade but also have done well during bear markets.

Barron’s – March 21, 2005
“On the Rise” –an interview with John L. Keeley, Jr.
by Jack Willoughby

In this article, John L. Keeley, Jr. is the cover story feature in the Mutual Fund section. The Fund’s history as well as the investment philosophy are discussed. The article features examples of recent investments in the Fund and Top Ten holdings as of 12/31/04.

KIPLINGER’S [pdf] - March 2005
"Spin(off) Doctor" – an interview with John L. Keeley, Jr.
by Manuel Schiffres

Small cap specialist finds value in bankruptcies, spin-offs and other restructuring stories. In this article, Manuel Schiffres interviews the KEELEY Small Cap Value Fund’s manager, John L. Keeley, Jr...... Various market topics are covered, the Fund’s unique focus on corporate restructuring is discussed as well as John’s most recent small cap value stock picks.

Investor’s Business Daily [pdf] - February 18, 2005
"Keeley Finds Fallen Who Get Back Up"
by Paul Katzeff

This article highlights spin-offs as “corporate orphans” that are ignored by most investors and that may be real bargains. John L. Keeley, Jr., portfolio manager for the KEELEY Small Cap Value Fund, is quoted regarding his recent investment favorites.

Forbes Magazine - September 2004
"Plucking Flowers from the Wall"
by Andrew T. Gillies

This reprint is from an interview with John L. Keeley, Jr. and highlights the KEELEY Small Cap Value Fund. The article also features the “2004 Forbes Honor Roll”. The list is limited to funds that not only have done well over the past decade but also have done well during bear markets.

All reprints must be preceded or accompanied by current KEELEY funds prospectus.

To request a reprint, go to the respective Order Literature / Applications page.

Press Releases

 

KEELEY funds announces 2 for 1 stock split of the KEELEY Small Cap Value Fund.

KEELEY funds to launch the KEELEY All Cap Value Fund in June, 2006

KEELEY funds launched the KEELEY Mid Cap Value Fund August, 2005 [ pdf ]

Media

 

CNBC [AVI file]
Feb 2005

Adam Bold Interview
[WAV file] July 2005

Press Mentions

 

Wall Street Journal, July 5, 2006
Chicago Tribune, July 4, 2006
Chicago Tribune, April 4, 2006
Smart Money, January, 2006
Chicago Tribune, January 3, 2006
Smart Money - January, 2006
Chicago Tribune - January, 2006

Events

 

TD Ameritrade Institutional - Partnership 2007 National Conference
Manchester Grand Hyatt
February 7-10, 2007
San Diego, CA

NAPFA's 2007 National Conference
The Sheraton Chicago Hotel and Towers
May 2 - 6, 2007
Chicago, IL

Morningstar 2007 Investment Conference
June 27-29, 2006
McCormick Place
Chicago, IL

Charles Schwab Institutional - IMPACT 2007
Oct. 28-31, 2007
Mandalay Bay Resort
Las Vegas, NV

 

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