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.

Unconstrained Equity Strategy

Dana launched the Unconstrained Equity Strategy in 2018. We believe the economy is experiencing accelerated change driven by technological innovation, and most investors underestimate the effects of this disruption. The Unconstrained Strategy seeks to add value by understanding winning business models of the future, respecting accelerated change, and embracing volatility to invest with conviction.

Objective
This Strategy endeavors to generate long-term capital appreciation exceeding the benchmark return through the purchase of a concentrated portfolio of holdings in companies that can thrive across disparate market environments.

  • Mandate:
    U.S. Large Cap Equity
  • Benchmark:
    S&P 500 Index
  • Inception:
    December 31, 2018
  • Average Number of Holdings:
    15-30

Equity

Request Equity Strategy Documents