OVERLAND PARK, Kan.
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Dean Capital Management, LLC (“DCM”), an affiliate of C.H. Dean, LLC, announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“The final quarter of 2024 was defined by both volatility and resilience, success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”
Since 2008, DCM has been singularly focused on applying an investment process that is both value-driven and quality-focused. This distinguished recognition substantiates DCM’s steadfast commitment to our long-term investment approach. The DCM Mid Cap Value strategy has recently enjoyed significant new interest with assets in the strategy growing meaningfully over the past two years. We believe that the advisor marketplace is beginning to lean into the relative attractiveness of opportunities among value stocks, while also seeking to gain greater exposure down the market capitalization spectrum. We believe that the DCM Mid Cap Value strategy can serve both objectives of adding diversified exposure by style and size.
“At Dean Capital, we follow a disciplined process focused on buying high quality companies trading at a discount to fair value for transitory reasons. Our belief is that this will lead to favorable, risk-adjusted returns for our clients over the long term. This award reflects the firm’s commitment and execution of the process through market cycles while remaining style pure.” – Doug Leach, CFA – Founding Member and Senior PM
Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
DCM’s Mid Cap Value strategy earned a PSN Top Guns Manager of the Decade award, meaning DCM’s Mid Cap Value strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period, while maintaining a lower standard deviation. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp.
About DCM Mid Cap Value
The DCM Mid Cap Value strategy utilizes a fundamental, bottom-up, classic value approach. We seek to find high-quality companies that are undervalued for transitory reasons. A unique advantage of our process is our proprietary calculation of normalized earnings, or what we believe a company is able to earn in a typical environment over a full business cycle, looking out 3 to 5 years. The DCM Mid Cap Value strategy emphasizes stocks with market capitalizations between $3.5 billion and $40 billion, and we typically maintain fully invested portfolios of 40 to 60 securities.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.
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About Dean Capital Management, LLC
Dean Capital Management, LLC serves as a sub-advisor for Dean Investment Associates, LLC. Dean Capital Management, LLC 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 over $1 billion in portfolios across the capitalization spectrum for institutional clients, financial intermediaries, and advisors.
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Dean Investment Associates, LLC (“DIA”) and Dean Financial Services, LLC (“DFS”) are each a registered investment advisor with the SEC and wholly owned subsidiaries of C.H. Dean, LLC. Dean Capital Management, also an investment advisor registered with the SEC, serves as the sub-advisor for DIA. Dean Capital Management is an affiliate of C.H. Dean, LLC. The PSN Top Guns Manager of the Decade designation is not indicative of the advisor’s future performance as past performance does not guarantee future results.