Equity Strategies

Carbon Sensitive Equity

Dana’s Carbon Sensitive Equity Strategy is diversified portfolio of U.S. stocks. We fully integrate Environmental, Social and Governance (ESG) factors into our analysis to build a portfolio free of fossil fuel asset owners and producers. We are process driven and believe that a disciplined process of active management can add value over time. Our risk controls, set parameters for portfolio construction and allow our investment teams to focus on security selection. Our security selection process uses quantitative modeling and fundamental research to help identify securities that possess attractive valuation and growth characteristics relative to peers.

We seek to outperform the S&P 500 Index with lower volatility over a full market cycle, through stock selection, as an investor’s U.S. equity exposure.

  • 110.9%

    Downside Capture Rate*

  • 100.6%

    Upside Capture Rate*

*Up-Down Market Capture measures Strategy quarterly performance (gross of fees) relative to the index during periods when the index has risen or fallen. Market capture shown is since inception.

*As of 06/30/2021

Asset Class: U.S. ESG Equity
Inception Date: November 30, 2012
Number of Holdings: 50-55
Strategy AUM: $18M
Target Cash: 0-1%