DEAN INVESTMENT Overview
Dean Investment Associates Llc is an investment advisor that manages 574.9 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 626MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 626MM in positions, representing 109% of the manager's regulatory AUM.
DEAN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DEAN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CVX | 1.76% | Energy | -2.64% | -0.02% | 0 | 31% | ||
| JNJ | 1.56% | Health | 4.01% | 0.05% | 0 | 40% | ||
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FEATURED IN
DEAN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen M. Miller | President, Ceo | November-2003 |
| Ronald A. Best | Vice President Of C.H. Dean, Llc (F/K/A C.H. Dean, Inc,) | December-2012 |
| Debra E. Rindler | Secretary/Treasurer/Chief Compliance Officer | October-2005 |
| Dennis D. Dean | Director | November-2003 |
DEAN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DEAN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Dean Investments' and our affiliated sub-adviser's, Dean Capital Management, 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. We 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, we use various forms of an...
Unlock Full Investment Process Description
Dean Investments' and our affiliated sub-adviser's, Dean Capital Management, 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. We 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, we use various forms of an...
Unlock Full Investment Process Description
DEAN INVESTMENT Portfolio Concentration
DEAN INVESTMENT Location
3500 PENTAGON BOULEVARD, SUITE 200
BEAVERCREEK, Ohio
UNITED STATES, 45431
BEAVERCREEK, Ohio
UNITED STATES, 45431
DEAN INVESTMENT Contact Information
Phone Number: 937-222-9531
Fax Number: 937-227-9315
Website: http://www.chdean.com
Fax Number: 937-227-9315
Website: http://www.chdean.com
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