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DANA News And Related Articles

MAY 8, 2015: 10 Win 2015 SMA Managers of the Year Awards

Annual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit

Two new awards were instituted this year: an “Impact” award for excellence in socially responsible investing—to Dana Investment Advisors, represented by portfolio manager Duane Roberts

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JULY 17, 2014: 2014 U.S. Equity Large-Cap SMA Manager of the Year

Dana’s Large-Cap Equity portfolio has only underperformed the S&P 500 in two calendar years since 1999

The first of two SMA Managers of the Year in this category is Dana Investment Advisors for its Large-Cap Equity portfolio. Duane Roberts, who has managed the strategy since its inception in 1999, modestly said Dana’s process “is designed to give us some consistency to outperform in most market environments,” and outperform it has, only underperforming the S&P 500 in two calendar years.

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