Equity Strategies

Large Cap Value Equity

Dana’s Large Cap Value Equity Strategy is diversified portfolio of U.S. large value stocks. 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 Russell 1000 Value Index with lower volatility over a full market cycle, through stock selection, as an investor’s large cap value U.S. equity exposure.

  • 92.8%

    Downside Capture Rate*

  • 97.1%

    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. Large Cap Value Equity
Inception Date: June 30, 2001
Number of Holdings: 50-55
Strategy AUM: $123M
Target Cash: 0-1%