General Investing >> Money Manager Interviews >> April 5, 2004
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
JOHN A. APPLEBY is Portfolio Manager of the Small Cap Value and Multi-
Cap Value portfolios and co-Manager of the Dean Small Cap Value Fund for
Dean Investment Associates. He joined the firm in 2002 and has over 18
years of prior investment experience, including senior portfolio
management responsibilities at City National Investment Advisors,
overseeing the investment process, equity analysis and portfolio
management for $300 million in assets; and at Palley Needelman Asset
Management, managing over $5 billion in large cap value assets. Mr.
Appleby earned BS and MBA degrees from the University of Southern
California. He is a Chartered Financial Analyst. Profile
Inc., and your responsibilities there.
Mr. Appleby: We are an opportunistic value investor utilizing the vast
spectrum of
