A Legacy of Value

Institutional Value Investing Across the Equity Universe

DRZ is a 100% employee owned, active institutional investment manager committed to generating long-term value through a unique stock-selection process combining dividend yield, relative valuation, and fundamental catalysts.

Our Process

We have delivered long-term positive performance to institutional investors by consistently executing our singular Value methodology that focuses on three equally balanced factors:

Our process
01

Dividend Yield

Undervalued stocks with a dividend yield provide the opportunity for superior long-term total returns
02

Relative Valuation

We focus on a stock’s relative valuation to the benchmark based on the market cap of the product and its performance over a long-term period.
03

Catalysts

Fundamental analysis to identify improving prospects.

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

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Strategy Inception Date
9/30/1995
Market Capitalization
≥ $2 Billion
Dividend Requirement
≥ S&P 500 yield

U.S. SMID-Cap Value

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Strategy Inception Date
3/31/2003
Market Capitalization
< Largest Co. in Russell 2500V
Dividend Requirement
≥ 1%

U.S. Small-Cap Value

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Strategy Inception Date
6/30/1995
Market Capitalization
< Largest Co. in Russell 2000V
Dividend Requirement
≥ 1%

U.S. Micro-Cap Value

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Strategy Inception Date
9/30/1997
Market Capitalization
< Largest Co. in Russell MicroV
Dividend Requirement
≥ 1%

Emerging Markets Value

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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.
OUR APPROACH TO ESG

News & Insights

DRZ’s Marc Miller Discusses Emerging Markets Value with Daymer Bay Capital
-March 22, 2023
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.

-November 8, 2022
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.

-October 8, 2022
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.

-September 8, 2022
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Contact us to learn more about our
time-tested Value methodology

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