We Don’t Invest for You,
We Invest with You.

We are proud to offer traditional, pure value approach mutual funds for our clients. Our funds are open to all investors.

DASCX Makes Annual Best Mutual Funds List

DASCX Makes Annual Best Mutual Funds List

April 26, 2017 Overland Park, Kansas — Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund...
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DASCX recognized by Morningstar

DASCX recognized by Morningstar

In the April/May (2014) issue of Morningstar magazine, Rob Wherry wrote about C.H. Dean in the Undiscovered Managers section of...
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Our Strategic Advantage

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VALUE APPROACH

  • Disciplined value investing
  • Dean Funds focus on less efficient asset classes: U.S. Small Cap & U.S. Mid Cap
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EXPERIENCE & ALIGNMENT

  • Investment team has worked closely together since 2002
  • PMs maintain significant investments in Dean Funds
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ACTIVE MANAGEMENT

  • Attempt to exploit market volatility by finding stocks where their quality is temporarily mispriced
  • Investment insight amplified through more concentrated portfolios

Our Small Cap Value Fund (DASCX)

The Dean Small Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.

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Our Mid Cap Value Fund (DALCX)

The Dean Mid Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.

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