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.
October 3, 2019
As of September 30, 2019, Morningstar has maintained its Overall Morningstar Rating™ for Dean Mid Cap Value Fund (DALCX) and...Read More
Our Strategic Advantage
- Disciplined value investing
- Dean Funds focus on less efficient asset classes: U.S. Small Cap & U.S. Mid Cap
EXPERIENCE & ALIGNMENT
- Investment team has worked closely together since 2002
- PMs maintain significant investments in Dean Funds
- Attempt to exploit market volatility by finding stocks where their quality is temporarily mispriced
- Investment insight amplified through more concentrated portfolios