Fixed Income Strategies

Dana’s process and philosophy to managing fixed income portfolios starts with the understanding that we’ve been hired to minimize loss of principal while providing a consistent income to portfolios. Our process eliminates the futile attempt in predicting interest rate movements and focuses on the relative-valuations of securities. Risk analysis is an ongoing component of our process as we believe alpha is most appreciated within a defined risk framework..

Dana Intermediate Strategy

The Dana Intermediate Bond Strategy begins by constructing a portfolio of high credit quality bonds that generally provide higher yields than comparable fixed income benchmarks with the same or similar duration. This combination offers higher current income and lower risk, and strives to provide clients with more stable total returns throughout a market cycle.

Seeks to deliver maximum excess yield over other high-quality intermediate duration investment options. Focusing on sector allocation, credit quality, and duration to perform well in all market environments.

  • Mandate:
    Intermediate Duration Taxable Fixed Income
  • Benchmark:
    Barclays Intermediate Gov/Credit
  • Inception:
    December, 1986
  • Average Number of Holdings:
  • Effective Duration Target:
    +/-15% of Benchmark
  • Target Portfolio Credit Rating:

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