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 03/31/17. The fund's latest filing disclosed 146MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/17. The fund's latest filing disclosed 146MM in positions, representing 23% of the manager's regulatory AUM.
DEAN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DEAN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BXMT | 2.76% | Financials | 4.49% | 0.11% | 0 | 4% | ||
| SWM | 2.71% | Materials | -8.08% | -0.28% | 1 | 3% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
DEAN CAPITAL Portfolio Concentration
DEAN CAPITAL Location
7450 WEST 130TH STREET
SUITE 150
OVERLAND PARK, Kansas
UNITED STATES, 66213
SUITE 150
OVERLAND PARK, Kansas
UNITED STATES, 66213
DEAN CAPITAL Contact Information
Phone Number: 913-944-4444
Fax Number: 913-944-4445
Website: http://deancapmgmt.com
Fax Number: 913-944-4445
Website: http://deancapmgmt.com
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