Star award

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 the magazine. More specifically, the article highlights the “smooth transition” of the Dean Small Cap Value Fund (DASCX) to a new investment team in 2008. Wherry describes how Steve Miller, President of C.H. Dean, had a vision several years ago to find an institutional-quality team who could revive the fund – “new management that would not only commit to the fund but to the firm, too.”

In March 2008, Dean Capital Management (DCM) was formally created as the investment management affiliate of C.H. Dean. DCM’s experienced team was lifted-out of a large mutual fund firm in Kansas City. DCM provides investment management services for Dean’s mutual fund shareholders as well as their SMA clients. At C.H. Dean we have been quite satisfied with the high-caliber investment results generated by DCM over the past few years. It is truly gratifying to have our turn-around story recognized by Morningstar, a leading provider of independent mutual fund analysis and research.

Near the end of the article, Wherry summarizes by stating “It’s been five-plus years since Miller made the decision to bring on new management. There are signs his decision has paid off.” We agree.

See below to read the full article…

Morningstar — Smooth Transitions

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