Investment Process
Dana’s Large Cap Growth strategy seeks stocks with above average earnings growth that are also attractively valued relative to their peers. Dana employs a hybrid investment approach which includes sophisticated sector-relative quantitative modeling and fundamental analysis. Multiple risk controls are employed to reduce overall portfolio volatility and focus alpha generation through superior security selection.
Portfolio Composition
Dana Large Cap Growth portfolios remain fully invested and sector neutral to the benchmark. Each portfolio is initially constructed with 50 to 55 securities, equally weighted within the sectors. Position sizes are strictly limited to 4% of the overall portfolio, though periodic rebalancing typically maintains position sizes well below this limit.
