Dean Small Cap Value Fund (DASCX)

Overview

The fund focuses on investing predominantly in the equity securities of small cap companies in the United States. It commits at least 80% of its net assets, along with any borrowings for investment purposes, towards small cap equity securities. To diversify its investment portfolio and manage risk, the fund has the flexibility to invest in high-grade government bonds. Moreover, it actively manages its exposure across different market sectors, occasionally opting to overweight investments in specific sectors based on the fund management’s strategic insights and market analysis.

Products and Services

• Equity Securities of Small Cap Companies:

  The core of the fund's investment strategy revolves around equity securities of small cap companies. This includes investing in stocks of companies with smaller market capitalization, which are believed to offer significant growth potential. The fund seeks to leverage the high growth prospects of these small cap companies, aiming for substantial returns on investment.

• High Grade Government Bonds:

  As part of its diversification strategy and risk management, the fund may allocate a portion of its assets to high grade government bonds. These investments provide a stable income stream and serve as a hedge against the volatility often associated with equity investments, especially in the small cap sector. Investing in government bonds enhances the fund's overall risk-return profile, making it an appealing choice for investors seeking balanced exposure.

• Sector Overweighting:

  To capitalize on sector-specific growth opportunities and manage risk, the fund employs a strategy of occasionally overweighting its investments in certain market sectors. This approach allows the fund to increase its exposure to sectors that the fund management team identifies as having above-average growth potential or lower risk characteristics compared to the broader market.