About
Doug Leach, CFA, is a founding member and Portfolio Manager at Dean Capital Management, LLC, based in the Kansas City area with personal residence in Lee’s Summit, MO. In this role, he leads the investment management of the Dean Mid Cap Value and Multi Cap Value strategies, overseeing portfolio construction, security selection, and ongoing research support across DCM's U.S. value equity products.
His sector and asset class focus is on U.S. equities, particularly in the mid-cap and multi-cap value segments, managing portfolios benchmarked against the Russell Midcap Value Index and holding between 40-60 stocks with diverse industry representation. He emphasizes a fundamental, value-driven investment approach and is recognized for his work in Mid Cap Value equity, recently earning emerging manager awards within this asset class.
With over 33 years of investment experience, Doug was previously a senior equity analyst at C.H. Dean, and earlier, a member of the value investment team at American Century Investments managing Equity Income, Value, and Mid Cap Value strategies. He holds a BA from Central Missouri State University and an MBA from the University of Missouri – Kansas City. Doug is a CFA charterholder, recognized for his longstanding commitment to value investing and institutional portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dean Capital Management LLC | Portfolio Manager | Jun 2008 to Present | Portfolio Manager for mid cap value equities. Our product is available through a sub-advised mutual fund, separately managed accounts (SMAs) and unified managed accounts (UMAs) available to advisors,... |
| Dean Capital Management | Portfolio Manager and Chief Compliance Officer | Jun 2008 to Sep 2016 | Manage SMA, institutional and mutual fund investments as a subadvisor for CH Dean Inc. Styles included small cap, mid cap, large cap, multi cap and balanced portfolios using a value investment discip... |
| CH Dean Inc | Portfolio Manager | Nov 2006 to Jun 2008 | Managed SMA account and mutual fund investments for the firm. Styles included small cap, mid cap, large cap, multi cap and balanced portfolios using a value investment discipline. |
| American Century Investments | Investment Analyst | Sep 1997 to Oct 2006 | — |
Education
University of Missouri-Kansas City
MBA, Finance
1992 — 1995
University of Central Missouri
BSBA, Finance
1987 — 1991
Others at Dean Capital Management (2)
| Name | Role | Location |
|---|---|---|
| Senior Investment Analyst | Denver, CO , United States | |
| Partner, Portfolio Manager | Kansas City, MO , United States |