Since the firm’s founding in 1980, Dana’s goal has been to provide our clients with long-term above average returns consistent with the risk level assumed. We are dedicated to helping our clients achieve their financial goals.
To protect our clients’ long term interests, all of our investment strategies maintain a disciplined fundamental approach. We believe in the long term attractiveness of our disciplined strategies and believe our investment portfolios will avoid unnecessary risk by avoiding market timing, momentum plays and financial fads.
Dana’s investment strategies are designed with specific objectives and risk controls and are based on proven investment principals. We base our investment decisions on strong fundamentals, such as relative value, earnings growth and credit worthiness. Rather than timing the market, we believe it is possible to bring added value to our portfolios by buying right the first time and remaining fully invested in what we believe to be the best securities at the best prices.
While protecting and enhancing the investment portfolios of our clients, we honor the trust that has been placed in our hands. Protecting that trust with corporate integrity, diligence and dedication to our disciplined strategies is of utmost importance to Dana’s investment professionals.
