Dolan McEniry is a fixed income value manager located in Chicago, Illinois. Dolan McEniry (originally Dolan Capital Management) was founded in July 1997 by Daniel D. Dolan, Jr. Roger S. McEniry joined the firm as a Managing Member in April 2001. The firm name was changed to Dolan McEniry Capital Management, LLC in the first quarter of 2003. Until November 4, 2016, Mr. Dolan and Mr. McEniry (“Managing Members”) each owned 50 percent of the firm. Effective November 4, 2016, iM Square Holding 2 LLC purchased a non-controlling interest in Dolan McEniry. iM Square Holding 2 LLC is a wholly owned subsidiary of iM Square Partners Holding, itself a wholly owned subsidiary of iM Square SAS, a Paris-based investment and development platform dedicated to the asset management business, which is owned by Legendre Holding 36, third non-controlling parties and managers. Legendre Holdings 36, a holding company, is majority-owned (>75%) by Eurazeo SE, a European investment firm.
As of December 31, 2022, Dolan McEniry had $7,353,608,391 in discretionary regulatory assets under management. Dolan McEniry is an intermediate duration fixed income value investor with a specialty in corporate bonds. Dolan McEniry’s core competence is credit analysis, and its credit analysis is focused on the analysis of free cash flow. Dolan McEniry offers the following strategies: Dolan McEniry Core Plus – this strategy is a fixed income product benchmarked against the Bloomberg U.S. Aggregate Bond Index or the Bloomberg U.S. Intermediate Credit Index. Dolan McEniry Core Plus utilizes U.S. corporate investment grade, high yield and U.S. Treasury securities.
Dolan McEniry Credit – this strategy is a fixed income product benchmarked against the Bloomberg U.S. Intermediate Credit Index or the Bloomberg U.S. Intermediate Corporate Bond Index. Dolan McEniry Credit utilizes U.S. corporate investment grade, high yield and U.S. Treasury securities.
Dolan McEniry Investment Grade – this strategy is a fixed income product benchmarked against the Bloomberg U.S. Intermediate Credit Index or Bloomberg U.S. Aggregate Bond Index. Dolan McEniry Investment Grade utilizes entirely U.S. corporate investment bonds and U.S. Treasury

securities. Dolan McEniry High Yield – this strategy is a fixed income product benchmarked against the Bloomberg U.S. Corporate High Yield Ba/B Bond Index. Dolan McEniry High Yield utilizes entirely U.S. corporate high yield bonds; however, the strategy will take advantage of what the firm believes to be attractively priced U.S. corporate investment grade bonds when appropriate. Dolan McEniry Short Duration – this strategy is a fixed income product benchmarked against the Bloomberg U.S. Credit 1-5 Year Index. Dolan McEniry Short Duration utilizes U.S. corporate investment grade, high yield and U.S. Treasury securities. Accounts in this strategy typically have an average duration target of 3 years or less.
Dolan McEniry provides discretionary investment management services to foundations, endowments, public pensions, Taft-Hartley accounts, corporations, sovereign nations, high net worth individuals, charitable organizations, wrap clients and other pooled investment vehicles (e.g. UCITS, registered investment companies). Dolan McEniry also provides sub-advisory services to private funds. Dolan McEniry strives to manage all accounts within each strategy as closely as possible while adhering to individual investment policies. Thus, while Dolan McEniry discourages restrictions or tailoring its investment management strategy to any one client, Dolan McEniry does permit reasonable restrictions on investing in certain securities or industry sectors, as mutually agreed. Dolan McEniry provides investment management services to clients in wrap fee programs sponsored by a bank or broker-dealer (“BD”). There is no difference in Dolan McEniry’s investment management strategy or philosophy between wrap fee accounts and its other clients. In a wrap fee program, the sponsor charges its clients a bundled asset-based fee for an array of investment services, such as brokerage, advisory, research, custody and management services. The sponsor is responsible for paying a portion of the bundled fee to Dolan McEniry for its investment management services. Dolan McEniry invoices clients directly in certain wrap account programs as agreed upon by Dolan McEniry and wrap program sponsors.