Domo Capital ManagementDOMO Capital Management

Decisive | Contrarian | Composed | Resolute

N112 W16298 Mequon Rd. Ste. 111 Germantown, WI 53022





DOMO Capital Ranked Second by Pensions & Investments in U.S. Equity

Germantown, WI - August 23, 2018

DOMO Capital ranked in the top two by P&I in U.S. Equity, Domestic Value, and Mid-Cap Value.


Pensions & Investments named DOMO Capital as a "Top-Performing Manager" in its most recent Q2, 2018 quarterly ranking of managers. Using Morningstar's Separate Account/Collective Investment Trust Fund Database, Pensions & Investments evaluates managers 1-year and 5-year performance against peer groups. DOMO Capital recently joined this database, and as a new participant quickly established credibility, earning a first or second finish in three categories for 5-year returns. The DOMO Concentrated All Cap Value composite annualized 25.32% gross and 22.52% net over the last five years ended June 30, 2018 which resulted in a rank of #2 out of the entire Morningstar universe of strategies invested in U.S. Equities. The S&P 500 Total Return Index annualized 15.79% over the same time period while the median annualized return in the Morningstar universe of U.S. Equity was 12.51%.

DOMO Capital was established in 2007 by Founder and President Justin Dopierala. Justin has also been the Portfolio Manager of the DOMO Concentrated All Cap Value strategy since inception, which was October 8, 2008. Justin explains, "while I managed this portfolio for many years without publicity, it is exciting to see how it compares with the work of other, world-class managers. Our philosophy and discipline have been tested across time and various market cycles, and we believe this track record reflects its legitimacy. We are all about focus and conviction in our work, as the concentrated nature of the portfolio requires us to distill down to what we believe are only the best names. Our clients hire us to generate excess market returns, which we believe are not possible through passive management or indexing."

DOMO Capital partner Dave Ribbens added "We hope investors will look closely into the return pattern to see how Justin achieved these relative rankings, particularly since this was a period when many value managers seem to have struggled. We believe they will find the DOMO Concentrated All-Cap Value composite results show good upside capture, while also providing protection to the downside. Concentrated portfolios are presumed to be riskier, but we contend that investors' pursuit of alpha should emphasize managers with confidence in their discipline; those whose security selection is clearly on-display through minimal diversification. This puts much greater emphasis on the efficacy of the approach, which we think is the fairest way to respond to the cost of active management. We believe a well-executed concentrated portfolio does not have to be associated with the risks many investors seek to avoid."

About DOMO Capital Management, LLC

DOMO Capital Management, LLC ("DOMO") is a Wisconsin-registered investment advisor, founded in 2007 by Justin Dopierala and headquartered in Germantown, Wisconsin. DOMO is the portfolio manager of the DOMO Concentrated All Cap Value composite - a composite of separately managed accounts utilizing the DOMO Concentrated All Cap Value strategy with an inception date of October 8, 2008. DOMO firmly believes that investing in a concentrated portfolio of securities through a bottom-up methodology, focused on undervalued and out of favor stocks with solid fundamentals, leads to a repeatable process to provide superior, risk-adjusted returns over the long-term.

About Pensions and Investments

With unmatched integrity and professionalism, Pensions & Investments consistently delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Since its founding in 1973, this continues to be the mission of Pensions & Investments, the international newspaper of money management. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money. Pensions & Investments is owned by Crain Communications Inc.

The complete P&I story can be located at: dominance-in-1-year-returns


Additional information about DOMO is disclosed in our Form ADV, which is available upon request. All information contained herein is for general informational purposes only and does not constitute a solicitation or an offer to provide investment advisory services in any jurisdiction. The investment strategy discussed herein may not be suitable for everyone. Investors need to review an investment strategy for their own particular situation before making any investment decision. We believe any information obtained from any third-party resources to be reliable, but we do not guarantee its accuracy, timeliness or completeness. Any opinions, estimates, projections, comments on financial market trends and other information contained herein constitute our judgment and are as of the date of the material, are subject to change without notice at any time in reaction to shifting market conditions and other factors and should not be construed as personalized investment advice. DOMO has no obligation to provide any updates or changes to such information. Past performance is not indicative of future results. It should not be assumed that investments made in the future will be profitable or will equal any performance represented herein. The benchmark index reflected herein, the S&P 500 Total Return Index, is a capitalization-weighted index of 500 stocks from a broad range of industries. The benchmark index is shown for comparative purposes only. Investors cannot invest directly in an index. Any references to specific securities is intended to illustrate our investment style, should not be viewed as representative of an entire portfolio, and does not constitute, and should not be construed as, a recommendation to buy or sell specific securities.