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.

Social ESG Strategy

The Dana Social ESG Equity Strategy integrates Environmental, Social and Governance (ESG) factors with financial metrics. Launched early in 2000, this Strategy is benchmarked versus the S&P 500 and adheres to our risk management process, including position limits and sector neutrality. Our stock selection focuses on highly ranked ESG securities with attractive valuations relative to peers.

Objective
This Strategy seeks to outperform the mainstream benchmark with reduced volatility, while incorporating and potentially benefiting from ESG metrics.

  • Mandate:
    U.S. Equity
  • Benchmark:
    S&P 500 Index
  • Inception:
    January 31, 2000
  • Average Number of Holdings:
    50-55
  • Target Cash
    Fully Invested
  • Sector Limit:
    Sector Neutral

Equity

Request Equity Strategy Documents