DEAN CAPITAL Overview

Dean Capital Management is an investment advisor that manages 626 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 96MM in positions, representing 15% of the manager's regulatory AUM.

DEAN CAPITAL StockAlpha

+2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DEAN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
B 2.96% Industrials 20.45% 0.33% 0 3%
THO 2.94% Cons. Disc. 26.5% 0.63% 0 9%
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FEATURED IN
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DEAN CAPITAL Founders and Key Employees

Name Title In Position Since
Kevin E. Laub Llc Member February-2008
Douglas A. Leach Llc Member And Chief Compliance Officer February-2008
Patrick J. Krumm Llc Member February-2008
Steven D. Roth Llc Member February-2008
Stephen M. Miller Llc Member February-2008

DEAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

DEAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

DCM’s general investment strategy is to build well diversified portfolios while attempting to reduce overall investment risk and volatility.

To implement this strategy, we typically create portfolios using individual equities and bonds, but may sometimes also use ETF’s (exchange traded funds) and other types of investments. DCM will allocate portfolios among various investments taking into consideration the overall investment objectives of the particular strategy or client. We generally make long term security purchases, but may also make short term purchases or take other tactical actions. Because some of these investment strategies involve certain additional degrees of risk, they will only be recommended when consistent with the client’s or strategy’s investment objectives.

To analyze investments, DCM uses various forms of analysis including fundamental analysis (attempting to measure the i...
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DEAN CAPITAL Portfolio Concentration

DEAN CAPITAL Location

7450 WEST 130TH STREET
SUITE 150
OVERLAND PARK, Kansas
UNITED STATES, 66213

DEAN CAPITAL Contact Information

Phone Number: 913-944-4444
Fax Number: 913-944-4445
Website:

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