Alley Company Dividend Portfolio Receives ‘Manager of the Year’ Award

Honor Driven by Consistent Philosophy and Process; Continuity of Team

LAKE FOREST, Ill.–(BUSINESS WIRE)–Alley Company is pleased to announce that the Alley Company Dividend Portfolio has been recognized as 2022 ‘Manager of the Year’ in the Large Cap equities category by Envestnet | PMC and Investment Advisor magazine.

In its 18th year, the Asset Manager of the Year Awards program honors exceptional asset managers in various asset classes across the separately managed account (SMA) spectrum. It shines a spotlight on the outstanding qualities that drive success at these active managers.

As in previous years, analysts from Envestnet’s Portfolio Management Consultants group pared down selections for each category using a systematic, proprietary and multi-factor methodology from thousands of strategies on its platform. The qualitative and quantitative criteria used in the final selection includes firm profile, performance, tax efficiency, investment process and style, composite and customer service.

Steve Alley, President of Alley Company, commented: “Our consistent investment philosophy and process are a hallmark of our firm; moreover, the continuity of our portfolio management team is a differentiator and an important key to our success.”

Rik Duryea, CFA, co-portfolio manager, continued, “Our quality bias in stock picking has served us well in the dividend-focused equity space – we are continually looking to strike the right balance between attractive dividend yield and dividend growth potential in the portfolio.”

Tom Van Vuren, CFA, co-portfolio manager, concluded, “Our 3-person portfolio management team has been highly efficient and effective in portfolio decision making – we strive to research and own high-quality dividend payers with a long-term investment mindset which limits our portfolio turnover.”

In addition to this award, the Alley Company Dividend Portfolio has also been a finalist for ‘Manager of the Year’ in 2015, 2020, and 2021. The firm is honored to receive recognition for the consistency of its performance.

About Alley Company: Alley Company was founded in 1998 in Lake Forest, Illinois. The firm is registered with the Securities Exchange Commission under the Investment Advisers Act of 1940. Alley Company manages separate account portfolios utilizing a disciplined investment philosophy that is based on bottom-up fundamental research. The boutique firm takes a team approach to managing portfolios.

Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve positive returns, avoid losses, or experience returns similar to those shown or experienced in the past.


Rik Duryea