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Dean Small Cap Value Fund (DASCX)
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17.53
+0.26
+1.51%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 158.74M
Dean Small Cap Value
17.53
+0.26
+1.51%
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DASCX Overview
On this page you'll find an in-depth profile of Dean Small Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of DASCX among other information.
Contact Information
Address
2200 Kettering Tower
Dayton,OH 45423
United States
Dayton,OH 45423
United States
Phone
888-899-8343
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steven D. Roth | Portfolio Manager, Senior Analyst | 2008 | Now |
| Biography | Roth is a portfolio manager of Dean Capital Mgmt since 2008 and founding member of Dean Capital Mgmt. formed in March 2008 and has lead responsibility for DCM’s small cap value strategy. Prior to joining DCM, Roth worked for American Century Investments, serving as a senior equity analyst and later as a portfolio manager of the Small Cap Value fund from 2006 until 2008. He also worked as an equity analyst at Strong Capital Mgmt. from July 2000. Roth holds the Chartered Financial Analyst designation. | ||
| Douglas Allen Leach | Senior Investment Analyst | 2008 | 2013 |
| Biography | From November 2006 through June 2008, Mr. Leach served as Investment Analyst for the Adviser and, in this position, provided research and assistance to the portfolio manager for the Funds. Mr. Leach is a founding Member of theDean Capital Management, LLC, Portfolio Manager and Chief Compliance Officer, and has lead responsibility over the firm’s mid-cap value strategy. Mr. Leach started his investment career as an investment analyst for American Century in September 1997, serving as a senior investment analyst from February 2003 until October 2006. Doug received his BA from Central Missouri State and his MBA from the University of Missouri – Kansas City. He is a CFA charter holder and member of the CFA Institute. | ||
| Kevin Eric Laub | founding Member, Portfolio Manager | 2006 | 2013 |
| Biography | Kevin Laub is a founding member of Dean Capital Management, LLC and lead Portfolio Manager on the Dean Large Cap Value and Multi Cap Value strategies. He also provides research support and oversight to the firm’s other investment strategies. Prior to forming DCM, Kevin was the Chief Investment Officer for C.H. Dean. Before joining Dean in 2006, Kevin worked for American Century Investments where he was an original member of the team that launched the Small Cap Value strategy in 1998, serving as a co-Portfolio Manager from 2002 through 2006. He started his professional career as a senior auditor for Deloitte & Touche, LLP, and has worked in the financial industry since 1993. Kevin received his BA and MBA from the University of Iowa. He is a CFA charter holder, a member of the CFA Institute. | ||
| Philip J. Muldoon | Senior Analyst | 2003 | 2008 |
| Biography | Senior Equity Analyst with Dean Investment Associates since 2001. Prior to 2001 he served as Managing Director, Equity Research at McDonald Investments, Inc. | ||
| Paul E. Macuski | Analyst | 2003 | 2008 |
| Biography | Paul Macuski originally joined C. H. Dean, Inc., in 1989 as a member of the Operations Department. He returned to Dean as a Research Analyst after holding a similar position at Westminster Financial Advisory. In December 2003 he assumed responsibilities as Security Analyst for our Large Cap Value product, and in March 2004 accepted the additional position of Trader. Paul has a BS from Wright State University. He is currently working on his CFA designation and having passed Part I of the examination. | ||
| Matthew C. Feldman | Analyst | 2003 | 2007 |
| Biography | Matthew C. Feldmann , CFA, joined C. H. Dean, Inc., in 2001 as an associate in Sales and Marketing before moving to Research as Junior Securities Analyst. In late 2003 Matt assumed responsibilities of Security Analyst for our Small Cap Value products. Matt received his BS from the University of Dayton’s Center for Portfolio Management and Security Analysis. He was awarded the CFA designation in 2004. | ||
| Blake J. Guyler | Analyst, investment Consultant | 2005 | 2007 |
| Biography | Blake Guyler, CFA joined Dean in 2004 as an Investment Consultant for Dean Financial Services' Investment Consulting Group. In 2005 he joined Dean’s Research Team, providing security analysis for the Small Cap and Multi-Cap Value products. Blake has over eight years experience in the investment management and consulting fields. Blake received his MBA from the University of Cincinnati and his BS from The Ohio State University. He was awarded the CFA designation in 2003 and is a member of the CFA Institute. | ||
| John Addison Appleby | co-manager | 2002 | 2006 |
| Biography | Rockwood Investment Counsel, LLC was founded by CEO and Chief Investment Officer, John A. Appleby, CFA.Having over 30 years of investment experience, John heads the firm and leads the investment effort. Prior to founding Rockwood, John was Chief Investment Officer and Senior Portfolio Manager at Dean Investment Counsel. John’s prior investment-related experience includes serving as a Senior Portfolio Manager and Analyst at Palley-Needelman Asset Management, Inc. John earned his undergraduate degree in Finance from University of Southern California, and his MBA, with distinction, from the same university. He is a CFA® charter holder. John has been featured on Bloomberg radio and television. | ||
| Kelly R. Ko | Managing Director | 2004 | 2006 |
| Biography | Mr. Ko joined Lombardia Capital Partners in July 2006 and is a Managing Director and Portfolio Manager for the Mid Cap Value and Large Cap Value teams. Prior to joining LCP, Mr. Ko was a Portfolio Manager for the Mid Cap and All Cap Strategies and Co-Portfolio Manager for Small Cap Value Equities at Dean Investments. Prior to Dean Investments, he was Co-Portfolio Manager for Large Cap Value Equities at Cutler & Company and Co-Portfolio Manager for Large and Small Cap Value Equities at Nicholas Applegate. Prior to Nicholas Applegate, Mr. Ko spent eight years as an Investment Analyst of value equities at Hughes Investment Management and six years as Vice President and Investment Analyst at Security Pacific Investment Research. Mr. Ko is a CFA charterholder. | ||
| Thomas A. Giles | Senior Strategist | 2001 | 2004 |
| Biography | Giles is senior equity strategist for C.H. Dean & Associates, a position which he has held since spring of 2000. Prior, Giles was vice president and portfolio manager for Tom Johnson Investment Management, Inc. Before joining TIJM in October of 1989, he served as portfolio manager for American National Insurance Company of Galveston, Texas. | ||
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