Equity Strategies

Small Cap Equity

Dana’s Small Cap Equity is diversified portfolio is diversified portfolio of U.S. small cap 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 2000 Index with lower volatility over a full market cycle, through stock selection, as an investor’s core U.S. small cap equity exposure.

  • 90.1%

    Downside Capture Rate*

  • 97.7%

    Upside Capture Rate*

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

*As of 03/31/24

Asset Class: U.S. Small Cap Equity
Inception Date: July 31, 1999
Number of Holdings: 60-65
Strategy Assets: $223M
Target Cash: 0-1%