About Dean Ryle Asset Management
Dean Ryle Asset Management, LLC is a registered investment adviser (RIA)* that develops and maintains equity markets solutions for individuals, families, and independent investment advisors 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. We seek to employ distinct, well-defined, and repeatable investment processes, grounded in quality in-house research focused on free cash flow generation and growth.
Why We're Different
Structure of our fees
Focused on outperformance
Invest alongside our clients' funds
Agile organizational structure
Closer to our clients
We focus on risk
We conduct in-house research
We invest in growing, undervalued 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.
US Capital Appreciation Strategy. 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.
US Dividend Income Strategy. Targets a portfolio dividend yield of 2% p.a. or more, in addition to a total return greater than or equal to 1% p.a. (net of our fees), above the S&P 500 index (SPY) over rolling 3-year periods.
Our Track Record
Our Fact Sheet has information on our historical composite gross returns, and net of fees returns, and other useful information.
Management Fee: 0.50% (50 basis points) p.a.to actively manage your portfolio.
Performance-linked Fee: 15% on the portfolio's market-to-market P+L above the S&P 500 index (SPY) provided that we also beat the high watermark.
For a detailed summary and explanation of our fees.
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. We believe great businesses purchased with a sufficient ‘margin of safety’ will provide superior long-term returns.
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, and we want to do things differently from the crowd.
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.
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.
Our strategy is to buy wonderful businesses for the long-term to maximize long-term returns. If a company performs well, the stock price will eventually follow.
* Registration as an investment adviser does not imply a certain level of skill or training.