About Dean Ryle Asset Management

About Us

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As a Registered Investment Adviser, we are a highly specialized, value-oriented investment manager that invests in US-listed equity securities in the S&P500 index. We invest using a disciplined research process, which includes seeking a thorough understanding and performing a detailed analysis of an investment opportunity’s fundamental and intrinsic value. We serve individuals and families located in the United States of America.

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Dean Ryle Asset Management was founded in 2017.

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Our Difference

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• We're independent thinkers.

• We're paid if we perform.

• We're highly specialized US equity investors.

• We use high watermarks based on a benchmark to protect our clients from excessive fees.

• We reduced conflicts of interest by aligning client and adviser interests.

• We view risk as involving several significant factors, not just short-term market price volatility.

• We conduct in-house research to make better investment decisions, we do not rely on third-party research.

• We believe value and growth characteristics of companies can often co-exist, and actively seek out those opportunities.

• We are a fee-only advisers.

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To read more, you can visit our page, Our Difference. 

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The Challenge for Investors

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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 fees that are similar to passive ETFs when performance is at or below a stated benchmark, and we only charge more when we generate outperformance. 

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Our Investment Objective

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Our US equity investment strategy targets a return greater than 2% p.a., net of our fees above the S&P 500 index (SPY) over rolling 3-year periods. We do this while mitigating risk.

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Our Fees

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A management fee, plus a performance fee subject to outperforming the S&P 500. The performance fee is contingent on beating the high watermark on your account. For more information, you can visit Fees and High Watermark.

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Locations

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Dean Ryle Asset Management is headquartered in New York City, NY. We serve investors who are resident in most States in America, either in-person or virtually.

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Our Investment Philosophy

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Superior long-term compound growth

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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.

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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.

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Capital preservation

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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

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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

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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.

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