Investment Process
Dana employs a hybrid investment approach consisting of sector-relative quantitative modeling and fundamental analysis. Multiple risk controls are implemented to reduce volatility, while maintaining our focus on security selection. Our analysis incorporates many forward looking factors, which inherently helps to avoid value traps.
Portfolio Composition
Dana Large Cap Value portfolios remain fully invested and sector neutral to the benchmark index. 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, thought periodic rebalancing typically maintains position sizes well below this limit.
