A Legacy of Value
Institutional Value Investing Across the Equity Universe
Our Strategies
Our singular Value methodology is embedded throughout our investment strategies.
Our singular Value methodology is embedded throughout our investment strategies.
- U.S. Large-Cap Value
- U.S. SMID-Cap Value
- U.S. Small-Cap Value
- U.S. Micro-Cap Value
- Emerging Markets Value
U.S. Large-Cap Value
Strategy Inception Date
3/31/1995
Market Capitalization
≥ $2 Billion
Dividend Requirement
≥ 1%
U.S. SMID-Cap Value
Strategy Inception Date
3/31/2003
Market Capitalization
< Largest Co. in Russell 2500V
Dividend Requirement
≥ 1%
U.S. Small-Cap Value
Strategy Inception Date
6/30/1995
Market Capitalization
< Largest Co. in Russell 2000V
Dividend Requirement
≥ 1%
U.S. Micro-Cap Value
Strategy Inception Date
9/30/1997
Market Capitalization
< Largest Co. in Russell MicroV
Dividend Requirement
≥ 1%
Emerging Markets Value
Strategy Inception Date
6/30/2010
Market Capitalization
≥ $500 Million
Dividend Requirement
≥ 1%
People
Our team of professionals has decades of experience utilizing our unwavering investment methodology to serve clients in the institutional space. 70% of our firm has worked together for more than 10 years.
MEET OUR TEAM
ESG
Our bottom-up research includes an analysis of ESG factors to augment our investment process.
News & Insights
DRZ Investment Advisors’ New Brand Identity Ushers In a New Era of Advice and Focuses on Legacy of Value
At DRZ Investment Advisors, we are thrilled to announce the launch of our new brand identity and website, showcasing our legacy of value over more than three decades as an investment manager.
DRZ Welcomes Anthony Lombardo, CFA
DRZ is very pleased to announce the hiring of Anthony Lombardo as a research analyst for our Large Cap Value investment team.
DRZ’s Small Cap Value Sees Largest Net Inflows In the US During 1H22
DRZ’s Small-Cap Value strategy placed first in the nation for net positive asset flows in 1H2022 in Callan Associates’ STAR Report.