We Don't Invest for You,
We Invest with You.
We are proud to offer traditional, pure value approach mutual funds for our clients. Our funds are open to all investors.
C.H. Dean Launches New Equity Income Mutual Fund (DAEIX)
January 13, 2023
C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new...
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DALCX Overall Morningstar Rating™ Upgraded to 4 Stars ★★★★
January 14, 2020
As of December 31, 2019, Morningstar has upgraded its Overall Morningstar Rating™ for Dean Mid Cap Value Fund (DALCX) to...
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DASCX Makes Annual Best Mutual Funds List
April 26, 2017
April 26, 2017 Overland Park, Kansas — Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund...
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DASCX recognized by Morningstar
April 25, 2014
In the April/May (2014) issue of Morningstar magazine, Rob Wherry wrote about C.H. Dean in the Undiscovered Managers section of...
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Our Strategic Advantage
VALUE APPROACH
- Disciplined value investing
- Dean Funds focus on less efficient asset classes: U.S. Small Cap & U.S. Mid Cap
EXPERIENCE & ALIGNMENT
- Investment team has worked closely together since 2002
- PMs maintain significant investments in Dean Funds
ACTIVE MANAGEMENT
- Attempt to exploit market volatility by finding stocks where their quality is temporarily mispriced
- Investment insight amplified through more concentrated portfolios
Our Small Cap Value Fund (DASCX)
The Dean Small Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.
Our Mid Cap Value Fund (DALCX)
The Dean Mid Cap Value Fund seeks long-term capital appreciation and, secondarily, dividend income.
Our Equity Income Fund (DAEIX)
The Dean Equity Income Fund seeks long-term capital appreciation with an income focus.
