About Dean Ryle Asset Management
About Us
Dean Ryle Asset Management, LLC is a registered investment adviser (RIA)* that develops and maintains equity markets solutions for individual and family investors looking to outperform the broad U.S. stock market, while mitigating risk.
We offer both capital appreciation and dividend income strategies to generate investment returns that are consistent with a client’s risk profile.
We are built on the passionate belief that we can deliver solid and consistent performance over the long term by employing distinct, well-defined, and repeatable investment processes, grounded in quality in-house research.
Our Proprietary Approach
- US stock market specialists.
- Fees are skewed towards the performance of your portfolio.
- Use high watermarks to protect investors from excessive fees.
- Focus on results, rather than the accumulation of client assets.
- Simple organizational structure makes us highly agile.
- Portfolio Manager accessibility.
- Focus on risk management, not just short-term market price volatility.
- In-house research is used to make better investment decisions.
- Seek both value and growth characteristics in target companies.
The Challenge for Many Investors
Asset management is an industry that has too many active managers managing too much money. Fixed fees have long incentivized managers to grow assets under management rather than pursue outperformance. This has led to years of poor performance resulting in the erosion of client trust in active management and their migration to passive investments.
We intend to align manager and client incentives around outperformance. We do this by charging a management fee that is similar to passive ETFs when performance is at or below a stated benchmark, and we only charge more when we generate outperformance.
Core Investment Options
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US Capital Appreciation Strategy. This targets a total return greater than, or equal to 2% p.a., net of our fees, above the S&P 500 index (SPY) over rolling 3-year periods.
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US Dividend Income Strategy. This targets a total return greater than, or equal to 2% p.a., net of our fees, above the S&P 500 index (SPY) over rolling 3-year periods, in addition to a dividend yield of 2% p.a., or more.
Dean Ryle's low-cost, liquid strategies aim to deliver consistent outperformance based on each client's needs. Custody remains with the client providing 100% transparency.
For more information please visit Portfolio Management.
Our Track Record
For our historical gross returns and net returns, see our Track Record.
Our Fees
A base management fee of 0.50% p.a., 50 basis points, plus a performance fee when we outperform the S&P 500 Index. The performance fee is only paid when we beat the high watermark on your account.
For more information, please visit Fees and High Watermark.
Locations
Dean Ryle Asset Management is headquartered in New York City, NY. We serve investors who are residents of most States of America either in-person or virtually.
Our Investment Philosophy
Superior Long-term Compound Growth
We focus on achieving superior long-term compound growth over time by seeking out and investing in what we see are the best businesses in the world. Great businesses purchased with a sufficient ‘margin of safety’ we believe will provide superior long-term returns.
Contrarian
We are often contrarian and will strive to be fearful when others are greedy and greedy when others are fearful. To have better performance than the crowd we want to do things differently from the crowd.
Capital Preservation
We place a great deal of importance on assessing downside risk. We attempt to know as much about the portfolio companies as we can, this will mitigate the permanent loss of capital. Risk arises from not properly understanding your investments.
Diversification
We aim to concentrate enough of our best ideas so as not to dilute overall returns but hold enough positions to provide an appropriate level of diversification. Concentrating capital in high-quality businesses builds wealth over time.
Value
Our strategy is to buy wonderful businesses for the long-term to maximize long-term returns. If a business performs well, the stock price will eventually follow.
* Registration as an investment adviser does not imply a certain level of skill or training.