Managing Member & Portfolio Manager at Dean Ryle Asset Management - New York, NY, US
ABOUT USDean 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 ARE DIFFERENT*Specialists*Structure of fees*Focus on outperformance*Invest alongside our clients' funds*Agile organizational structure *Closer to our clients*Risk focused*In-house research*Invest in Growing, Undervalued CompaniesINVESTMENT OFFERING1. 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.2. US Dividend Income Strategy. Targets a portfolio dividend yield of 2% p.a. or more, in addition to a total return greater than or equalOUR FEES*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.* Registration as an investment adviser does not imply a certain level of skill or training.