Investment Process
The Dana International ETF Strategy seeks to obtain foreign market exposure by investing in a diversified portfolio of exchange-traded funds. Security selection is based on three components: global macroeconomic themes and trends, country-level economic analysis, and individual market valuation and growth prospects. The goal is to reduce systemic risk while exposing the investor to a diversified basket of international securities. Attention is paid to regional exposure as well as currency and trade blocks.
Portfolio Composition
The Dana International ETF portfolio consists of 10 to 25 securities and individual position sizes may range from 3% to 10% of the portfolio at time of purchase. Securities are US dollar priced, US listed exchange-traded funds or closed-end funds. Portfolios are rebalanced periodically to tactically adjust exposure and manage risk.
