GLOBAL EQUITY

The Dean Chase Global Equity product invests in stocks of U.S. and international (non-U.S.) companies. Investing globally may lower portfolio risk, yet enhance return potential for an investor.

Global Equity Product (stocks of U.S. and foreign companies)

Second Quarter 2010 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2009 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Fourth Quarter 2009 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Third Quarter 2009 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Second Quarter 2009 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2009 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Fourth Quarter 2008 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Third Quarter 2008 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Second Quarter 2008 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2008 Fact Sheet/Market Commentary
Dean Chase Global Equity
**Download AUDIO version**
   
Fourth Quarter 2007 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Third Quarter 2007 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Second Quarter 2007 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2007 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Fourth Quarter 2006 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Third Quarter 2006 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Second Quarter 2006 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2006 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Fourth Quarter 2005 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Third Quarter 2005 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Second Quarter 2005 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
First Quarter 2005 Fact Sheet/Market Commentary
Dean Chase Global Equity
   
Fourth Quarter 2004 Fact Sheet
Dean Chase Global Equity
 
   
   

CHARACTERISTICS

  • Time-tested and proven Graham-and-Dodd approach to investing
  • Bottom-up, absolute-value stock selection process
  • Diversified U.S. and international (non-U.S.) portfolio
  • Financial strength bias
  • Portfolio risk control via product-level country and industry constraints
  • High tracking error
  • No currency hedging
  • Low portfolio turnover
  • Long-term time horizon
  • Tenured investment professionals