Dana’s Limiting Risk: How Does a Seasoned Portfolio Management Team Approach Equity Investing?

Many investment managers believe they can predict the future. Here at Dana, rather than rely on a crystal ball, we limit risks such as relative sector weightings since history has demonstrated how extraordinarily difficult it is to make the correct bet.



Beginning in 1999, we developed in-house quantitative models that efficiently focuses our investment research, where vigorous fundamental analysis is performed by our team members. We believe a disciplined investment process with methodical risk controls such as sector-neutral construction can reduce volatility and improve risk-adjusted returns for our clients.

Complete the form on the right to download our Process Overview Presentation and learn more about our other portfolio construction methodologies!


The performance of the Fund quoted is past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data as of the most recent month may be obtained by calling 1-855-280-9648.