Josh Peters

Josh Peters is a Portfolio Manager at Morgan Dempsey Capital Management LLC, based in Chesterfield, MO, where he oversees the firm's Large Cap Value strategy. In this role, he is responsible for managing equity portfolios with a focus on generating high income and outperforming the Russell 1000 Value Index on a risk-adjusted basis. His investment approach emphasizes bottom-up, fundamental research and disciplined stock selection among U.S. companies with a market cap above $3 billion, placing particular importance on dividend yield and growth, free cash flow coverage, and valuation metrics.

Prior to joining Morgan Dempsey in 2022, Peters served as Chief Investment Officer and Principal at Zenith Sterling Advisers LLC and held a board position at Educational Development Corporation. He also has notable experience as Director of the Morningstar Equity Income strategy and as lead portfolio manager of the Oppenheimer Rising Dividends Fund, underscoring his expertise in dividend-focused, value equity investing.

Peters holds a Bachelor of Arts in Economics from the University of Minnesota Duluth. He is recognized for his contributions to the investment industry, including authoring "The Ultimate Dividend Playbook," which has reinforced his reputation in dividend and income-oriented equity strategies.