Dolan McEniry
Overview
About
Since 1997, the Dolan McEniry team has worked to provide excellent service to a full range of clients, from foundations and pension funds to individuals, families and others. They have grown to over $10.7 billion in assets under management by trusting their investment process and always putting clients first.
Dolan McEniry serves clients with unwavering focus, bringing a contrarian mindset that is unmoved by trends and relies on research conducted in-house. Their steady, efficient process uncovers companies that they believe offer quality credit at attractive prices. They focus on strong free cash flow, considering it an indicator of the ability to generate long-term value.
Investment Philosophy
Dolan McEniry focuses on value investing in U.S. corporate bonds and aims to produce excess returns for their clients over time.
The Investment Team
Daniel D. Dolan, Jr.
Daniel founded Dolan McEniry in 1997 following a 16 year career in the financial services industry. Daniel previously worked with Morgan Stanley and Salomon Brothers after receiving a B.A. from Lake Forest College in 1980.
At Dolan McEniry, Daniel shares the responsibility of the investment strategy and strategic activities of the firm with Roger McEniry. Also, Daniel is responsible for client relations, new business development, and the overall administrative management of the firm.
Daniel serves as Vice Chair of the Board of Directors for the Shirley Ryan AbilityLab and Chairman of the Keystone Board for the Shirley Ryan AbilityLab. Daniel serves as Chairman of the Board of Directors for MetroSquash. Finally, Daniel serves as a Member of the Board of Directors for US Squash and a Member of the Board of Trustees of Lake Forest College.
Roger S. McEniry
Roger S. McEniry is Managing Member of Dolan McEniry. Roger directs the investment and strategic activities of the firm and leads security selection, risk management, and credit analysis, among his other responsibilities. Prior to joining the firm in 2001, Roger spent sixteen years as a partner at a Chicago private equity firm and, before that, was with Citibank in Chicago.
Roger is a graduate of Deerfield Academy, Williams College, and the University of Michigan Graduate School of Business. He is a trustee of Rush University Medical Center and a member of the Chairman's Council of the Daniel Murphy Scholarship Fund and is the past president of its board of directors. He is Trustee Emeritus of Deerfield Academy and served as Co-Chair of its Imagine Deerfield Capital Campaign.
Funds
Our Strategies
Dolan McEniry follow their strategy and process with great patience and deliberation. It is a philosophy that has allowed them to invest only when they believe the risk return relationship is to the clients' benefit.
Core Plus |
SMA Fact Sheet | Presentation |
Credit |
SMA Fact Sheet | Presentation |
Short Duration |
SMA Fact Sheet | |
High Yield |
SMA Fact Sheet | |
Investment Grade |
SMA Fact Sheet | |
Core Plus & Credit | Presentation |
Portfolio manager
Commentary/Insights
Periods of Rising Interest Rates Yield Curve Core Plus | Commentary |
Archive
February 2025
Core Plus |
SMA Fact Sheet | Presentation |
Credit |
SMA Fact Sheet | Presentation |
Short Duration |
SMA Fact Sheet | |
High Yield |
SMA Fact Sheet | |
Investment Grade |
SMA Fact Sheet | |
Core Plus/ Credit | Presentation |