Dudley & Shanley, Inc.

Overview

Dudley & Shanley, Inc. is a private investment firm specializing in long-term capital appreciation through diversified portfolios. The firm offers discretionary account management services to high-net-worth individuals, trusts, and charitable institutions, focusing on personalized investment solutions that align with clients' long-term financial goals. Their investment approach centers on developing tailored strategies that aim for consistent growth while managing risk. The firm's investment strategy employs a variety of techniques, including fundamental analysis, technical analysis, market timing, momentum investing, value investing, regional investing, asset allocation, and indexing. Dudley & Shanley does not adhere to a single investment style, depending instead on original economic and security research, aided by consultants and other professional analysts and managers. Their investment horizon is generally two years, primarily seeking long-term capital appreciation consistent with reasonable risk and the preservation of capital. Dudley & Shanley, Inc. has a track record of managing assets totaling over $660 million as of early 2025. Their portfolio includes investments in various securities, such as stocks, bonds, ETFs, and closed-end funds, as well as private equity. The firm has been active in increasing holdings in companies like Wheaton Precious Metals Corp., Donaldson Co., Inc., and Kornit Digital, among others. Their fee structure is tiered based on assets under management, with fees ranging from 0.50% to 1.00% per annum, and they do not charge performance-based fees.

Portfolio Companies