Marc Dion

Marc Dion, CFA, is Principal, Chief Investment Officer, and Portfolio Manager at Morgan Dempsey Capital Management LLC in Milwaukee, WI. He has led the firm's investment philosophy and management of its equity strategies since 2004, with specific responsibilities as the lead portfolio manager on both the Large Cap Value and Enhanced Income strategies. Dion oversees research, portfolio management, and strategic direction for products focusing on growth stocks and dividend income, applying a bottom-up fundamental research approach to stock selection.

His primary expertise lies in large-cap value equities, dividend-paying companies, and enhanced income portfolios, with occasional exposure to micro-cap equities through collaborative firm strategies. He manages portfolios of domestic equities, including Real Estate Investment Trusts (REITs) and American Depositary Receipts (ADRs), targeting attractively valued, income-generating companies and serving institutional, high-net-worth, and charitable clients.

Dion brings more than 30 years of investment management experience, previously serving as Chief Investment Officer and Portfolio Manager with Ziegler Asset Management and as Chief of Investment Strategy for First National Bank of Omaha. He holds an MBA and an MA in American History from the University of Wisconsin–Madison and a BA in History from Kalamazoo College. He is a CFA charterholder and has made significant contributions to deep-value and dividend-focused microcap investing.