BEAVERCREEK, Ohio, July 11,2013 /PRNewswire/ --Dean Investment Associates (DIA) is pleased to announce that the Dean Small Cap Value Fund (DASCX) has exceeded $100 million in assets under management as of July 10th, 2013. The open-end mutual fund was launched in 1997. The current sub-advisor, Dean Capital Management (DCM) in Overland Park Kansas, took over management of the fund in June 2008.
"Surpassing the $100 million mark is an exciting milestone," said Steve Miller, President of C.H. Dean, parent company of Dean Investment Associates. "Managed by Steve Roth for the past five years, the Fund has become a popular option among fee-based advisors throughout the country."
The Fund employs a traditional value approach, focusing on high-quality companies whose stocks are undervalued for transitory reasons. Quality attributes of the companies we analyzed include: strong market position, high returns on capital, solid balance sheets and good free cash flow generation. When seeking value, DCM analyzes multiple valuation measures, with an emphasis on the company's normalized earning power over a full business cycle.
"The success of the Dean Small Cap Value Fund reflects our patient and consistent application of a disciplined value approach," said DCM Founding Member and Portfolio Manager Steve Roth. "We are pleased with the Fund's performance over the past five years, and are optimistic about its future."
For more information about the Fund, please visit www.deanmutualfunds.com. To request more information about Dean Capital Management, please contact Patrick Krumm at 913-944-4452 or pkrumm@deancapmgmt.com.
About Dean Capital Management (sub-advisor)
Dean Capital Management LLC ("DCM") is an employee-owned registered investment advisor founded in March 2008. Located in Overland Park, Kansas, DCM is a long-only, fundamental U.S. value equity manager. DCM manages portfolios across the capitalization spectrum for advisors, financial intermediaries and institutional clients.
DCM is majority-owned by the founding principals, who also comprise the investment team. Additionally, all investment professionals maintain significant personal investments in DCM managed products, further aligning the investment team with our clients.
About Dean Investment Associates (Fund Advisor)
Dean Investment Associates, LLC, 3500 Pentagon Blvd., Suite 200, Beavercreek, Ohio 45431 serves as investment advisor to the Dean Funds. Dean is a registered investment advisor and the money management arm of C.H. Dean, LLC, a privately held investment management and financial services firm. Dean is a value manager with a strong commitment to the principles of value investing.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a copy of the Fund's prospectus by calling 1(888)899-8343.
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Small-Cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.
Distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Indianapolis, IN 46208. Member, FINRA.
SOURCE Dean Investment Associates
