General Investing >> Money Manager Interviews >> January 10, 2005
KELLY R. KO is Portfolio Manager of the Small Cap Value, Large Cap Value
and Multi-Cap Value portfolios and co-Manager of the Dean Small Cap
Value Fund for Dean Investments. He joined the firm in 2004 and has over
18 years of prior investment experience, including portfolio management
responsibilities at Nicholas-Applegate, managing over $650 million in
large and small cap institutional value portfolios, and over $600
million of all cap value pension assets as a member of the Hughes
Investment Management Value Team. Mr. Ko earned a BS degree from the
University of Southern California and an MBA from the Fuqua School of
Business at Duke University. Profile
DANIEL B. CAMPBELL II joined Dean Investments in 2002 as a member of the
research team, with responsibilities primarily directed toward industry
analysis and security selection. In December 2003 he joined the
portfolio management team and is responsible for co-managing the firm's
Large Cap Value and Multi-Cap products. He has over 15 years' experience
as an Analyst and Portfolio Manager, previously serving as Director of
Research and Senior Equity Analyst at Palley-Needleman Asset Management.
During his tenure there, he worked with John Appleby, who now co-manages
Dean Investments' Small Cap Value and Multi-Cap Value products. He also
serves on the Dean Investment Advisory Board. Mr. Campbell received a BA
from the University of Maryland and earned an International MBA with
honors from Georgetown University. He was awarded the CFA designation in
1990. Mr. Campbell is a member of the CFA Institute (formerly AIMR) and
the International Society of Financial Analysts. Profile
TWST: Would you begin with a brief overview of Dean InvestmentAssociates?
Mr. Campbell: Dean Investments is a registered investment advisor and
the money management arm of C.H. Dean, Inc., a