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.

Small Cap Strategy

The Dana Small Cap Equity Strategy selects stocks from the lower market capitalization range of our 3000 stock universe. The Strategy holds 60 to 65 stocks with security selection focused on sustainable competitive advantages, strong earnings trends and cash flow generation, 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 2000 Index, while reducing volatility over the market cycle.

  • Mandate:
    U.S. Small Cap Equity
  • Benchmark:
    Russell 2000 Index
  • Inception:
    July 31, 1999
  • Average Number of Holdings:
    60-65
  • Target Cash
    Fully Invested
  • Target Limit:
    Sector Neutral

Equity

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