
get a very nice return. Where are they now? David Dreman is still very much in love. His Scudder Dreman High Return Equity KDHAX has nearly 10% of assets in Altria. Gipson also has about 5% of Clipper Fund CFIMX in Altria. Barrow has 2.5% of Vanguard
accounts at Vaughan Nelson, joined David Dreman here. Dreman, who managed large-value charge DWS Dreman High Return Equity KDHAX for 21 years, stepped off the fund (and retired as co-CIO of the firm) in late 2010. The team is supported by four analysts
positive (implying that the fund took on systematic risk but didn't exceed the risk-free rate). Take DWS Strategic Value KDHAX , for example. The fund has a meaningful 10-year R-squared, or correlation, of 88 with the S&P 500 index and sports
who managed large-value charge DWS Dreman High Return Equity KDHAX for 21 years, has been on board since 2002. The team is supported ..... Dreman High Return Equity (now renamed DWS Strategic Value KDHAX ). That change yanked close to half of the firm's assets
Oakmark Select OAKLX Bill Nygren Henry Berghoef Olstein Financial Alert OFALX Robert A. Olstein Scudder Dreman High Return KDHAX David N. Dreman F. James Hutchinson Selected American Shares SLASX Christopher C. Davis Kenneth C. Feinberg Sequoia SEQUX
can find plenty of active managers that focus on cheap stocks. David Dreman, manager of Scudder Dreman High Return Equity KDHAX , comes to mind. He argues the market systematically underprices low-P/E stocks, and therefore stocks that are cheap tend
funds with low weightings in services. Another supercheap value fund popped up this time: Scudder Dreman High Return Equity KDHAX . The fund is run by value stalwart David Dreman and it s never had more than 4% of assets in the sector. A deep-value investor
This fund is very good at what it does, but it should still be handled with care.
attracted to the fund's value tilt and yield will want to look elsewhere. Offerings such as Scudder Dreman High Return Equity kdhax and Scudder Dividend & Growth sdgfx may fill the bill, but plenty of good picks outside Scudder are also available.This fund
in Philip Morris and another 2.9% in tobacco rival UST UST. Another good value fund, Scudder Dreman High Return Equity KDHAX goes even further down Tobacco Road: It has more than 20% of its assets in Philip Morris, UST, R.J. Reynolds RJR, and