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.
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
Our Small Cap Value Fund (DASCX)
The Dean Small Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.
Our Mid Cap Value Fund (DALCX)
The Dean Mid Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.
Our Equity Income Fund (DAEIX)
The Dean Equity Income Fund seeks long-term capital appreciation with an income focus.