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.

Catholic ESG Strategy

The Dana Catholic ESG Equity Strategy selects securities from our stock universe that adhere to the US Conference of Catholic Bishops (USCCB) decree of 2003 and are ranked and analyzed according Environmental, Social and Governance (ESG) methodology. Launched early in 2000, this Strategy integrates ESG and specifically Catholic guidelines with financial metrics and adheres to our risk management process, including position limits and sector neutrality.

Objective
This Strategy seeks to outperform the mainstream benchmark with reduced volatility, while adhering and potentially benefiting from Catholic ESG metrics.

Mandate:

U.S. Equity
Benchmark:

S&P 500 Index
Inception:

January 31, 2000
Average Number of Holdings:

50-55
Target Cash

Fully Invested
Secor Limit:

Sector Neutral