About Dean Ryle Asset Management

Opportunistic, value-oriented investment manager

As a Registered Investment Adviser, we are an opportunistic, value-oriented investment manager that invests in US-Listed equity securities over medium to long-term. 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 regarded as Qualified Clients located in the United States of America.

  

Our US equity investment strategy targets a return greater than 2% p.a. net of our fees above the S&P 500 index over rolling 3-year periods. We charge a small fixed fee of 0.17% (17 bps) p.a. on AUM, equivalent to that being charged by large-cap passive exchange-traded funds (ETFs), according to Morningstar Direct, data as of 12/31/2019.

 

As we generate outperformance a performance-linked fee of 30% is charged if the total return on your portfolio is more than the broad US stock market return, capped at 2% of AUM.  ​Importantly, the fee calculation is subject to a high watermark to protect you as an investor.

Dean Ryle Asset Management was founded in 2017 and is headquartered in New York City, New York, and Short Hills, New Jersey.

We are different from other investment managers

We believe:

  • in performance-linked fees and being compensated for outperformance over time.

  • in the use of a high watermark, based on a benchmark as protection for investors.

  • in reducing conflicts of interest by aligning Client and Adviser interests.

  • risk is not just short term market price volatility but involves several significant risk factors.

  • in conducting our own in-house research to make the best investment decisions, we don't rely on third-party research.

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

  • we best serve our Clients as Fee-Only Advisers.

  • fees should be transparent and not hidden, or layered.​​

Our investment philosophy

Market sentiment 

 

This can cause individual share prices to become dislocated from share value in the short to medium term, which provides an opportunity for us to achieve better than broad market investment returns over the medium to long-term.

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.


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.


Diversification

We aim to be concentrated enough in 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.


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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