Equity Strategies
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.
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Mandate:U.S. Equity
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Benchmark:S&P 500 Index
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Inception:March 31, 2001
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Average Number of Holdings:50–55
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Target CashFully Invested
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Sector LimitSector Neutral