Dean Investment Associates
Since our inception in 1972, we have adhered to a conservative, risk controlled value investment philosophy. We are bottom-up value managers who use multiple valuation metrics to opportunistically identify companies trading below their intrinsic value. We focus long-term and consistently apply value investing principles in all market conditions.
Separately Managed Accounts
Dean’s Separately Managed Accounts can offer investors an alternative to traditional mutual funds. They appeal to some investors because they can be designed to meet client investment guidelines. Dean’s Separately Managed Accounts can also provide increased flexibility to respond to changes in investment objectives and deliver greater control over asset allocation.
Dean Mutual Funds
Dean Investment Associates, LLC, serves as investment advisor to the Dean Small Cap Value Fund and Dean Mid Cap Value Fund, which are distributed by Unified Financial Securities. All funds are open to investors.
Dean Capital Management
Dean Capital Management, LLC, is an investment advisor registered with the Securities and Exchange Commission, and serves as the sub-advisor for all value equity and balanced investment products managed on behalf of Dean Investments.
The guiding principles at Dean Capital Management are: to treat your investment in Dean as if it were our own, to ensure that each of our investment professionals maintain significant investments in Dean products to ensure alignment of personal and professional goals, and to develop strategic, long term investment strategies, with proper attention to short term risk considerations.