Dean Investment Associates, LLC
Dean Investment Associates, LLC is a registered investment adviser headquartered in Beavercreek, Ohio. The firm was founded in 1972 and manages investments for individuals, high net worth individuals, investment companies, charitable organizations, and pension plans. With approximately 9-10 employees, Dean Investment Associates provides personalized investment management and advisory services to a diverse client base across the United States.
Investment Strategy
Dean Investment Associates, LLC primarily utilizes a value-oriented investment strategy, focusing on identifying undervalued securities with strong fundamentals. The firm manages diversified portfolios with an emphasis on U.S. equities, seeking to achieve long-term growth and capital preservation for clients. Investment selections are based on in-depth fundamental research and disciplined risk management.
Top Holdings
Equity Positions (204)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JP Morgan Chase & Co | 1.56% | $10.6M | 36,551 | $121.18 | $289.91 | +$1.8M |
M MO | Altria Group Inc | 1.43% | $9.7M | 166,045 | $46.18 | $58.63 | -$71.9K |
J JNJ | Johnson & Johnson | 1.32% | $9.0M | 58,808 | $120.54 | $152.75 | -$616.1K |
F FLRN | SPDR Bloomberg Barclays Invest | 1.31% | $8.9M | 288,670 | $30.68 | $30.83 | +$177.2K |
C CVX | Chevron Corp | 1.30% | $8.8M | 61,756 | $110.87 | $143.19 | -$1.3M |