• Dolan McEniry Core Plus Ranked Top Decile Performer by eVestment Alliance 4Q2015 Open or Close
    For Immediate Release
    February 12, 2016

    eVestment Rankings - DMC Core Plus 1.1

  • Surpassed $5B: 5/13/2015 Open or Close

    For Immediate Release
    May 13, 2015

    $5B: Dolan McEniry Surpasses $5 Billion in Assets Under Management

    Chicago, IL - Dolan McEniry Capital Management is pleased to announce that, as of February 28, 2015, the firm has surpassed $5 billion in assets under management. The firm experienced significant growth during calendar year 2014, both as a result of $670 million in net new assets and from strong performance in its two investment products. For the year, DMC Core Plus realized net returns of 4.74% and the firm's DMC Credit product returned 4.56% net. As of February 28, 2015, DMC assets under management totalled $5,091 billion.

    Dolan McEniry is a value investor with a specialty in corporate bonds. Founded in 1997 and based in Chicago, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families.

  • Surpassed $4B: 4/1/2013 Open or Close

    For Immediate Release
    April 1, 2013

    $4B: Dolan McEniry Surpasses $4 Billion in Assets Under Management

    Chicago, IL - Dolan McEniry Capital Management is pleased to announce that, as of April 1, 2013, the firm has surpassed $4 billion in assets under management. The firm experienced significant growth during calendar year 2012, both as a result of $800 million in net new assets and from strong performance in its two investment products. For calendar year 2012, DMC Core Plus realized net returns of 8.08% and the firm's DMC Credit product returned 8.99% net. As of April 1, 2013, DMC assets under management totaled $4.002 billion.

    Dolan McEniry is a value investor with a specialty in corporate bonds. Founded in 1997 and based in Chicago, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families.

  • Surpassed $3B: 2/20/2012 Open or Close

    For Immediate Release
    April 6, 2012

    $3B: Dolan McEniry Surpasses $3 Billion in Assets Under Management

    Chicago, IL - Dolan McEniry Capital Management is pleased to announce that, as of February 20, 2012, the firm has surpassed $3 billion in assets under management. The firm experienced significant growth during calendar year 2011, both as a result of $310 million in net new assets and from strong performance in its two investment products. For the year, DMC Core Plus realized net returns of 7.61% and the firm's DMC Credit product returned 8.07% net. As of March 31, 2012, DMC assets under management totaled $3.183 billion.

    Dolan McEniry is a value investor with a specialty in corporate bonds. Founded in 1997 and based in Chicago, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families.

  • Finalists Announced for MML’s 10th Annual Public Fund Awards for Excellence: 1/05/2011 Open or Close

    For Immediate Release
    January 5, 2011

    Finalists Announced for MML’s 10th Annual Public Fund Awards for Excellence
    Dolan McEniry Capital Management has been named a finalist for Money Management Letter’s 10th Annual Public Fund Awards for Excellence. DMC was one of three firms from across all asset classes nominated in the category of “Emerging Manager of the Year”. MML is a publication of Institutional Investor, Inc.

    The feature article in the December 27, 2010 issue said that pension clients had praised DMC for its “meticulous analysis and the depth of understanding of the credit markets.” The firm was also cited for doing their own research and not relying on credit rating agencies and for having strong outperformance relative to its benchmarks. The winners in eleven categories will be announced at an awards ceremony in Huntington Beach, CA, on March 13.

    Dolan McEniry was named “Core Fixed-Income Manager of the Year” by Emerging Manager Monthly for 2006.

  • Verified: 12/27/2010 Open or Close

    For Immediate Release
    December 27, 2010

    Verified: Dolan McEniry Receives Performance Verification Statement
    Dolan McEniry Capital Management has received a Global Investment Performance Standards (GIPS®) Verification Statement from ACA Beacon Verification Services. The statement declared that it is “Beacon’s opinion that Dolan McEniry has complied with all the composite construction requirements of the GIPS® on a firm wide basis. Furthermore, it is Beacon’s opinion that Dolan McEniry’s processes and procedures were designed to calculate and present performance with the GIPS® “. In addition, Beacon verified compliance for the investment composites of DMC’s two products, DMC Core Plus and DMC Credit, from their inception dates through September 30, 2010. You may request the full report via the "Contact" link from the menu above.

    Dolan McEniry is a value investor with a specialty in corporate bonds. Founded in 1997 and based in Chicago, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families. DMC has approximately $2.35 billion in assets under management.

  • Teachers' Retirement System Doubles Dolan McEniry Mandate: 12/01/2010 Open or Close

    For Immediate Release
    December 1, 2010

    TRS Doubles Dolan McEniry Mandate
    Chicago, IL - The Teachers' Retirement System of the State of Illinois, at its October board meeting, increased its fixed income target allocation "within the Active Core Plus - Credit Tilt portfolio of Dolan McEniry Capital Management of Chicago from 2.5 percent to 5.0 percent."

    The latest increase brought TRS assets under management with Dolan McEniry to $268 million as of November 30, 2010. Daniel D. Dolan, Jr., Managing Member of DMC, stated, "We are extremely grateful to the Teachers' Retirement System for the confidence they have shown in our firm by doubling our allocation. It is especially meaningful to DMC that one of our most sophisticated investors has chosen to make such a decision."

    DMC is a fixed income value investor with a specialty in corporate bonds. Founded in 1997 and based in Chicago, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families. DMC has approximately $2.4 billion in assets under management.

  • Surpassed $2B: 1/27/2010 Open or Close

    For Immediate Release
    January 27, 2010

    $2B: Dolan McEniry Surpasses $2 Billion in Assets Under Management
    Chicago, IL - Dolan McEniry Capital Management is pleased to announce that, as of January 16, 2010, the firm has surpassed $2 billion in assets under management. The firm experienced significant growth during calendar 2009 both as a result of $469 million in net new assets and from exceptional performance in its two investment products. DMC Core Plus realized net returns of 22.46% and the firm's new Corporate Credit product returned 26.00% net.

    DMC founder and partner, Daniel Dolan, said "We are very grateful to all of our new clients in 2009 that had confidence in our firm and we are very pleased that we were able to deliver attractive fixed income returns to all of our clients during the course of the year." Partner Roger McEniry added, "We think this success is indicative of our consistently strong performance over a long period of time and of the fact that more investors are coming to appreciate our value oriented approach to bond investing."

  • Chicago's Dolan McEniry Capital Management Named "Core Fixed Income Manager of the Year": 5/24/2007 Open or Close

    For Immediate Release
    May 24, 2007

    Awards Announced: Chicago's Dolan McEniry Capital Management Named "Core Fixed Income Manager of the Year"
    Chicago, IL - Dolan McEniry Capital Management, a private, fixed income value investment firm, has been named the "Core Fixed-Income Manager of the Year" by Emerging Manager Monthly.

    The firm was one of eight nationally to be recognized through the publication's inaugural "Emerging Manager Awards", which recognized investment firms across the equity and fixed-income spectrum. A pool of industry experts made their final selections using both qualitative and quantitative measures.

    "This award is gratifying to everyone at Dolan McEniry and a strong affirmation of our disciplined approach to value investing," said Daniel D. Dolan, Jr. "We try to go against the herd mentality with our strategy," added Roger S. McEniry, "and we think this is reflected in our returns. Our clients are pleased with the results, and to receive recognition from leaders in our industry validates our patient and steady approach even more."

  • Nomination by Emerging Manager Monthly: 1/31/2007 Open or Close

    For Immediate Release
    January 31, 2007

    Nominations Announced by Emerging Manager Monthly
    Chicago, IL - Dolan McEniry Capital Management has been nominated by Emerging Manager Monthly, in association with eVestment Alliance, for the First Annual Emerging Manager Awards. Dolan McEniry was the top ranked nominee in its category, Core Fixed Income. The companies evaluated for the award nominations fall into eight categories: large-cap equity, small-cap equity, small-to mid-cap equity, mid-cap equity, all-cap equity, international equity, core fixed income and high-yield fixed-income. Overall, over 430 products were considered.

    According to the February 2007 issue of Emerging Manager Monthly, the nominees were ranked based on the following criteria: excess returns, performance versus peers, asset growth, asset percentage growth and standard deviation.

    To be eligible for the awards, managers must have submitted year-end 2006 data to eVestment Alliance, have less than $2 billion in assets under management and have full-year 2006 performance figures.

  • AmEx Bank hires Dolan McEniry Capital Management: 11/20/2006 Open or Close

    For Immediate Release
    November 20, 2006

    AmEx Bank hires Dolan McEniry Capital Management
    Chicago, IL - American Express Bank Asset Management has hired Dolan McEniry Capital Management as a subadvisor to manage core fixed income portfolios for its clients. American Express Bank is a subsidiary of American Express Company and offers various investment management, trust, estate planning, and banking services.

    Dolan McEniry Capital Management is a fixed income value investor based in Chicago, IL. Founded in 1997 and 100% owned by its two principals, the firm provides investment management services to foundations, endowment, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, wealthy families, and other tax-free clients. Dolan McEniry Capital Management has approximately $1.08 billion in fixed income assets under management.

  • Teachers' Retirement System Hires Dolan McEniry: 5/18/2006 Open or Close

    For Immediate Release
    May 18, 2006

    TRS hires Dolan McEniry Capital Management
    Chicago, IL - The Teachers' Retirement System of the State of Illinois (TRS) has awarded Dolan McEniry Capital Management a mandate to manage a core fixed income portfolio. TRS provides retirement, disability, and death benefits to teachers and administrators at Illinois public elementary and secondary schools outside the city of Chicago. It serves 325,000 members and annuitants and, as of March 31, 2006, TRS has pension assets of $36.8 billion.

    Dolan McEniry Capital Management is a fixed income value investor based in Chicago, IL. Founded in 1997 and 100% owned by its two principals, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, wealthy families, and other tax-free clients. Dolan McEniry has approximately $1.04 billion in fixed income assets under management.

  • LACERA Hires Dolan McEniry: 05/01/2005 Open or Close

    For Immediate Release
    May 1, 2005

    LACERA hires Dolan McEniry Capital Management
    Chicago, IL - The Los Angeles County Employees Retirement Association (LACERA) has awarded Dolan McEniry Capital Management a mandate to manage a core fixed income portfolio. LACERA is a public pension fund that manages assets of over $32 billion on behalf of the employees of Los Angeles County and participating agencies. It has over 143,000 members and 49,000 benefit recipients.

    Dolan McEniry Capital Management is a fixed income value investor based in Chicago, IL. Founded in 1997 and 100% owned by its two principals, the firm provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, wealthy families, and other tax-free clients. Dolan McEniry has approximately $1.04 billion in fixed income assets under management.