A Legacy of Value
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.
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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:
Dividend Yield
Relative Valuation
Catalysts
Our Strategies
Our singular Value methodology is embedded throughout our investment strategies.
Our singular Value methodology is embedded throughout our investment strategies.
- U.S. Micro Cap Value
- U.S. Small Cap Value
- U.S. SMID Cap Value
- U.S. Large Cap Value
- Emerging Markets Value
U.S. Micro Cap Value
U.S. Small Cap Value
U.S. SMID Cap Value
U.S. Large Cap Value
Emerging Markets Value
People
ESG
News & Insights
DRZ Emerging Markets — Latin America: In the Right Place, at the Right Time
Amid heightened geopolitical tensions in the Middle East, Latin America has experienced a sharp reversal from being the top-performing region within Emerging Markets in 1Q26 to a relative underperformer in 2Q26. The resulting rise in energy prices altered expectations for the global interest-rate cycle and weighed disproportionately on Latin American markets, which have some of…
DRZ Emerging Markets: Nearshoring Is Not Dead
Mexico Outlook After a year marked by volatility, political transition, and tariff noise, the fundamental case for Mexico and nearshoring remains firmly in place. Contrary to common perception, we believe Mexico is not retreating from nearshoring; it is merely taking a pause.
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.
Contact us to learn more about our time-tested Value methodology
