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 favor management teams capable of strong execution.
Portfolio Composition
Dana Small Cap Equity portfolios remain fully invested and sector neutral to the benchmark index. Each portfolio is initially constructed with 60 to 65 securities equally weighted within sectors. Position sizes are strictly limited to 4% of the overall portfolio, though periodic rebalancing typically maintains position sizes well below this limit.
