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

The Dana Unconstrained Equity Strategy is an opportunistic approach to domestic equities in a highly concentrated portfolio. Launched at the end of 2018, this Strategy is benchmarked versus the S&P 500 and designed to be flexible through market cycles, and the portfolio will reflect a blend of growth and valuation characteristics to help investors navigate these cycles. With the economy experiencing accelerated change driven by technological innovation, and most investors underestimating the effect of this disruption we seek to add value by understanding winning business models of the future and identifying accelerated change.

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

  • Mandate:
    U.S. Equity
  • Benchmark:
    S&P 500 Index
  • Inception:
    December 31, 2018
  • Average Number of Holdings:
    15-30
  • Cash Limit
    30% maximum weight
  • Position Size Limit:
    15% maximum weight at market

Equity

Request Equity Strategy Documents