U.S. EQUITY

The Dean Chase U.S. Equity product invests in stocks of U.S. companies.

U.S. Equity Product (stocks of U.S. companies)

Fourth Quarter 2008 Fact Sheet/Market Commentary
Dean Chase U.S. Equity
   
Third Quarter 2008 Fact Sheet/Market Commentary
Dean Chase U.S. Equity
   
Second Quarter 2008 Fact Sheet/Market Commentary
Dean Chase U.S. Equity
   
First Quarter 2008 Fact Sheet/Market Commentary
Dean Chase U.S. Equity
**Download AUDIO version**
 
   

CHARACTERISTICS

  • Time-tested and proven Graham-and-Dodd approach to investing
  • Bottom-up, absolute-value stock selection process
  • Diversified U.S. portfolio
  • Financial strength bias
  • Portfolio risk control via product-level industry constraints
  • High tracking error
  • Low portfolio turnover
  • Long-term time horizon
  • Tenured investment professionals