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 Strategy

Dana launched the Dana Large Cap Strategy in 1999. Benchmarked versus the S&P 500, it actively selects stocks in the upper market capitalization range of our 3000 stock universe. As with all of our equity products, risk management is integral to our process. We adhere to clear parameters in terms of position size and sector neutrality and focus on what we do best – security selection.

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

  • Mandate:
    U.S. Large Cap Equity
  • Benchmark:
    S&P 500 Index
  • Inception:
    June 29, 1999
  • Average Number of Holdings:
    50–55
  • Target Cash
    Fully Invested
  • Sector Limit:
    Sector Neutral

Equity

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