C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new mutual fund: Dean Equity Income (DAEIX). “We have been managing an Equity Income strategy since 2011, and we thought that now would be a good time to offer it in a mutual fund vehicle. By focusing on companies with strong …
Dean Capital Management LLC (“DCM”) is happy to announce that Jason E. Solomon, investment analyst, has passed the CFA Level 3 exam, which he sat for in May 2021. With the passing of this test, and membership acceptance into the CFA Society of Kansas City, Jason has officially become a CFA Charterholder. “Becoming a charterholder is a defining moment for …
As of December 31, 2019, Morningstar has upgraded its Overall Morningstar Rating™ for Dean Mid Cap Value Fund (DALCX) to 4 Overall stars ★★★★ out of 378 funds in the Mid Cap Value category. The rating is based on risk-adjusted return. About Morningstar Rating™ The Morningstar Rating™ for funds, often called the star rating, is a purely quantitative, backward-looking measure of a fund’s past …
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 …
April 26, 2017 Overland Park, Kansas — Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund (DASCX) to its annual list of best mutual funds for 2017. The list recognizes funds in the U.S. Diversified Equity Category with consistent performance throughout the past 10 years. To make the list, funds with at least $100 million in …
