News / Events
In the News
Forbes Magazine - September 17, 2007
"An Eye for Restructing"
By William Heuslein
How John Keeley makes big bucks in smaller companies making transitions--such as out of bankruptcy.
Forbes Magazine - September, 2007
"The Honor Roll"
By William Heuslein
The article features the "2007 Forbes Honor Roll" which includes the KEELEY Small Cap Value Fund for the fourth consecutive year placing 2nd in the rankings. The list is limited to funds that not only have done well over the past decade but also have done well during bear markets.
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.
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.
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.
Forbes Magazine - September, 2006
"The Honor Roll"
By William Heuslein
The article features the "2006 Forbes Honor Roll" which ranks the KEELEY Small Cap Value Fund in 2nd 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 - 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 launched the KEELEY Small-Mid Cap Value Fund in August, 2007. [ pdf ]
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
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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 2008 National Conference
Orlando Marriott World Center
February 6-8, 2008
Orlando, FL
NAPFA's 2008 National Conference
Long Beach Convention Center
Hyatt and Renaissance Hotels
May 13-16, 2008
Long Beach, CA
Pershing - INSITE 2008
The Westin Diplomat Resort & Spa
June 4-6, 2008
Hollywood, FL
Morningstar 2008 National Conference
McCormick Place
June 25-27, 2008
Chicago, IL
Matrix - Get Connected 2008
Keystone Resort
August 24-27, 2008
Keystone, CO
Charles Schwab Institutional - IMPACT 2008
Georgia World Congress Center
September 23-26, 2008
Atlanta, GA
FPA Boston 2008
Boston Convention and Exhibition Center
October 4-6, 2008
Boston, MA


