Equity Strategies

Dana’s investment philosophy and process is consistent across all equity strategies. We adhere to a relative valuation investment philosophy, which simply means that we believe superior returns are produced by identifying companies whose attractive growth prospects are undervalued relative to their peers. By buying attractively ranked stocks, we seek to add value over time. Our risk-controlled portfolio construction is a differentiating factor in protecting our clients’ assets. Risk controls compel us to look
down before we look up.We invite you to explore our Equity Strategies and Wealth Management services.

All Cap Strategy

The Dana All Cap Strategy selects securities from the full spectrum of our 3000 stock universe. The Strategy holds 50 to 55 stocks that are selected using fundamental research focused on sustainable competitive advantages, strong earnings trends and cash flow generation, and attractive valuations relative to peers. Our risk management process assures that sector neutrality, position limits and equally weighted positions within the sectors are maintained.

Objective
This Strategy seeks to outperform the S&P 500 Index, with lower volatility over the market cycle.

  • Mandate:
    U.S. Equity
  • Benchmark:
    S&P 500 Index
  • Inception:
    March 31, 2001
  • Average Number of Holdings:
    50–55
  • Target Cash
    Fully Invested
  • Sector Limit
    Sector Neutral

Equity

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