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.

Large Cap Growth Strategy

The Dana Large Cap Growth Strategy seeks to outperform the benchmark, the Russell 1000 Growth Index. The Strategy holds 50 to 55 stocks with security selection focused on earnings growth, profitability, sustainable competitive advantages 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 benchmark, the Russell 1000 Growth Index, while reducing volatility over the market cycle.

  • Mandate:
    U.S. Large Cap Equity
  • Benchmark:
    Russell 1000 Growth Index
  • Inception:
    February 23, 2001
  • Average Number of Holdings:
    50–55
  • Target Cash
    Fully Invested
  • Sector Limit:
    Sector Neutral

Equity

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