Q&A with Dana Portfolio Managers

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Since our founding in 1980, Dana has remained independent and employee-owned. Our investment firm was built on trust, integrity, experience and an unparalleled focus on delivering superior investment outcomes for our clients. Forty years later, that focus remains.

In this Q&A, Dana portfolio managers reflect on how our investment process and client service efforts differ from other investment companies. Our team covers a number of issues including:

  • The benefits of independent ownership
  • Our process blending quantitative and qualitative features into stock selection
  • Why we incorporate ESG principles into all our strategies, not just our ESG-labeled funds
  • The merits of incorporating risk management into the front end of the selection process

Portfolio Managers