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Winter Park, FL – 10/25/2022 – 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. Rebuilt on a mission to foster a strong, clearly defined brand that effectively showcases DRZ’s history and focus on value investing, our redesigned platform offers a look into our legacy, while also streamlining information and data to make it easier for our investors.

Here at DRZ, we are, and forever will be, a value-focused boutique dedicated to our singular approach and powered by our proven investment philosophy underpinned by our search for dividend yield, relative valuation and a fundamental catalyst. “Our investment discipline is clear and consistent, and prioritizes both performance and client service,” says Managing Partner, Kelly Carbone. “We are here to truly understand and anticipate our clients’ goals and needs, providing dedicated support and easy access to key decision makers.”

Additionally, our website now offers you a deeper dive into the identity of our firm. DRZ is a 100% employee owned, active institutional investment manager committed to generating long-term value through a unique stock-selection process. Understanding the DRZ family offers a deeper perspective into our process and the people that operate our independent value equity asset management.

We hope this serves to better accommodate your investment needs across large-, mid- and small-cap value, as well as emerging markets value equity investing. Should you have any questions or concerns, please contact us at [email protected].

Winter Park, Florida (September 2022)-DRZ is very pleased to announce the hiring of Anthony Lombardo as a research analyst for our Large Cap Value investment team. Anthony graduated Summa Cum Laude from Rollins College in Winter Park, FL and he is also a CFA charterholder.  He joins our firm with 12 years of investment experience.

Prior to joining DRZ, Anthony worked as portfolio strategist at Winter Park Wealth Group, as a Director of Financial Planning at Northwestern Mutual and an RIA Relationship Manager at Charles Schwab & Co.

Winter Park, Florida (July 2022)-DRZ’s Small-Cap Value strategy placed first in the nation for net positive asset flows in 1H2022 in Callan Associates’ June 30^th STAR Report, which monitors flow activity and net asset growth for two quarters ended June 30, 2022. The report ranks best-in-class tax-exempt asset managers across all styles by asset growth. Within the Small/SMID-Cap Value list, DRZ took first place with $1.069 Billion followed by Silvercrest at $570 Billion. This represents a 100.97% net growth increase for DRZ’s Small-Cap Value strategy.

DRZ’s Small-Cap Value strategy is led by Greg Ramsby and Randy Renfrow, CFA. “This is an exciting time for Small-Cap Value stocks, and we are pleased to see so much interest in DRZ’s bottom-up fundamental work in the space,” said Greg Ramsby when asked about the STAR report. “I’d like to congratulate the investment team as well as our marketing group for the exceptional asset growth this year.”