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 09/30/16. The fund's latest filing disclosed 536MM in positions, representing 93% of the manager's regulatory AUM.

DEAN INVESTMENT StockAlpha

+0.8%
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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CR 2.27% Industrials 19.77% 0.26% 1 3%
RBC 1.8% Industrials 24.05% 0.29% 1 6%
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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...
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DEAN INVESTMENT Portfolio Concentration

DEAN INVESTMENT Location

3500 PENTAGON BOULEVARD, SUITE 200
BEAVERCREEK, Ohio
UNITED STATES, 45431

DEAN INVESTMENT Contact Information

Phone Number: 937-222-9531
Fax Number: 937-227-9315
Website:

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