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 Value Strategy

The Dana Large Cap Value Strategy seeks to outperform the benchmark, the Russell 1000 Value Index. The Strategy holds 50 to 55 stocks with security selection focused on strong sustainable free cash flow, high dividend growth rates 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
The Strategy seeks to outperform the benchmark, the Russell 1000 Value Index, while reducing volatility over the market cycle.

  • Mandate:
    U.S. Large Cap Equity
  • Benchmark:
    Russell 1000 Value Index
  • Inception:
    June 30, 2001
  • Average Number of Holdings:
    50–55
  • Target Cash
    Fully Invested
  • Sector Limit:
    Sector Neutral

Equity

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