Long-term investor

Dean Investment Associates, LLC @deaninvestmentassociates

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000846797).

Record

  • Tracked since 2025-06-30 (431 days), 154 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.4% · 6 months +15.7% · 1 year +21.0% · all +21.0%
  • Max drawdown 0.0% · Sharpe 2.08 · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • HSY · 1.4% · long · since 2025-06-30
  • JAZZ · 1.4% · long · since 2025-06-30
  • 78468R200 · 1.3% · long · since 2025-06-30
  • XEL · 1.3% · long · since 2025-06-30
  • 064058100 · 1.3% · long · since 2025-06-30
  • OMC · 1.3% · long · since 2025-06-30
  • WEC · 1.1% · long · since 2025-06-30
  • KNX · 1.1% · long · since 2025-06-30
  • AMGN · 1.0% · long · since 2025-06-30
  • JPM · 1.0% · long · since 2025-06-30
  • PNC · 1.0% · long · since 2025-06-30
  • EOG · 1.0% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.