As of March 22, 2010
Mark Roach, a comanager of Dreman Contrarian Small Cap Value, likes to describe the companies the fund owns as “straw hats in the winter.” These businesses, which he also refers to as “fallen angels,” have solid models but are temporarily out of favor. “We’re contrarian investors. We look for those stocks that have been overreacted to by Wall Street and by other investors,” he says. The fund’s most senior manager is David Dreman, a well-known value investor who has been with the fund since its 2003 inception.
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