Making the Argument for Sector Neutrality
(Originally published June 27, 2019 and updated November 20, 2024) One of the most-common questions...Election Q&A
The political landscape leading up to the 2024 election is unlike any we've seen before. With...4 Critical Needs a Dividend Equity Strategy Fulfills
Investing is about finding the right fit for your goals, not just chasing returns or minimizing...Behind the Strategy: Mike Alkhazov on Building a Concentrated Dividend Equity Portfolio
In a world where market trends can sway investor sentiment, our Concentrated Dividend Equity...Uniquely Flexible Dividend Equity Investing
Dividend equity strategies have wide appeal among investors. And not just for the steady income...Doubling Down on Companies Leading Transformative Change
While some investors are well-served by the proliferation of passive equity strategies over the...Fixed Income as Financial Armor
When we speak with investors about the benefits of allocating to fixed income, we sometimes share a...3 PSN Top Guns Designations Awarded to Dana
We believe the greatest measure of success is our ability to meet clients’ investment objectives....The History of Faith-Based Investing
In today's rapidly evolving financial landscape, investors are no longer content with merely...Market Timing? Too Risky.
We asked one of our senior portfolio managers, Mike Honkamp, about risk controls at Dana. His...Dana Unconstrained Equity Strategy Named PSN Top Gun
We’re pleased to announce that the strong Q1 2023 performance of the Dana Unconstrained Equity...Debunking the Myth That All ESG Portfolios Are Built to Advance Liberal Agendas
ESG investing has gained significant traction over the past decade as investors increasingly...The Duration Risk Management Failure at Silicon Valley Bank
Investors may be skittish right now following the collapse of SVB Financial (SIVB) also known as...March Madness: Spotting the Market’s Bracket-Busters
Do you have your bracket fine-tuned ahead of the tourney? Are you confident in your final four?...Is Now the Time to Invest in Small Caps?
Small caps fell more than 20% in 2022. It was the 10th worst annual return for the space in its...Playing to Our Strengths in a Fed-Dominated Fixed-Income World
We closed out 2022 with one of the biggest and best sporting events worldwide — the World Cup....2022: Celebrating Silver Linings
We’re days away from the ball drop in Times Square, champagne toasts, and New Year’s resolutions....Lessons Learned from the Crypto Craze and FTX Fallout
“Only when the tide goes out do you discover who's been swimming naked.” –Warren Buffett It often...U.S. Consumer Checkpoint: Healthy Signs, Dismal Sentiment
Don’t ever bet against the American consumer. That’s how the saying goes, but Chair Jerome Powell...Finding Relative Value in a Ruckus Investing World
September lived up to its notoriously risky bill. Stocks got rocked, bonds were crushed, and major...ESG Investing During An Energy Crisis
An Energy Crisis Reveals a New Twist on ESG Investing ESG investing continues to evolve. The world...Our Process is Our Superpower
Asset managers are all sunshine and roses when the market is riding high, but in a bear market you...ESG: Is It About Politics?
Is there a concern that ESG puts a political lens on which investments we make? The concern is...The Nuns Were Onto Something: Dana’s ESG History
With a 20-year history in ESG investing, Dana was one of the earliest entrants in the space. It all...Pros and Cons: Quantitative Versus Fundamental Analysis
Of the thousands of mutual fund managers in operation today, there are countless opinions on...Beyond Values: The Investment Case for Catholic Portfolios
Many Catholic investors utilize values-based portfolios to align their wealth with their beliefs....ESG Initiatives: A Look at Where Dana is Engaging in 2022
At Dana, engagement remains a core tenet of our ESG investing philosophy. We know clients don’t...Check Out Our ESG Library for Advisors, Clients
Over our 20+ year history in ESG investing, we’ve seen interest grow considerably, particularly in...Engage or Divest? Our Approach to ESG and Energy Investing
It’s a question that comes up often with ESG investing. In the long run, is it better to divest and...Start 2022 Off With These ESG Questions
The end of the year or beginning of the new one is a natural time for clients, advisors, and...Change Is Under Way for Catholic Investing
Catholic investors have a long past in responsible investing. The church added a new page to that...Five Reasons to Break Out of Style Boxes and Consider Core
Style boxes have been a part of many asset allocation models for decades, but it might be time to...Year in Review: What’s Driven Our Small Cap Fund’s Outperformance?
The past 12 months have set up a favorable environment for active small cap managers, as...Halloween for Investors: A Look at 10 of Wall Street’s Scariest Moments
With Halloween approaching this weekend, we offer our own seasonal-themed blog: a look at 10 of the...15 Questions to Improve Advisors’ ESG Dialogue with Clients
With billions flowing into the ESG and sustainable investing universe, investor interest is clearly...ESG: Investor Engagement is Getting Energy Firms to Walk the Talk
Incorporating environmental, social and governance (ESG) factors into investment analysis can...Advisors: Have You Asked What Your Clients Want from ESG?
Environmental, Social and Governance investing has grown considerably in the past five years, but...As Stocks Hit Records, These Stats Should Keep Clients Invested
Should I take money off the table? It’s a natural question every time stocks hit a valley or peak. ...ESG Investing: The Tenor of Management Teams is Changing
During a career that has spanned more than 20 years at Dana Investments, portfolio manager Duane...Diamonds in the Rough: How We Uncover New Investment Ideas
In a competitive investment management environment, every asset manager must seek differentiated...What Are Companies Saying About the Delta Variant?
While the U.S. economy continues to rebound, the Delta variant remains a wildcard to growth...Alphabet Soup: 80 Different Terms Describe Sustainable Investing
Confused by all the various ESG nomenclature? You’re probably not alone. By some counts, as many as...All In: Why ESG Funds Must Go Beyond Exclusionary Approach
Are ESG strategies more about the companies you avoid, or the companies you change? It’s a key...Health Care Sector Outlook: Inflection Points Ahead
Editor’s note: Our health care sector outlook is part of a regular series sharing our views on...ESG’s Next Big Thing
As more assets flow into ESG strategies, the space has had an impact on several facets of society,...Inflation Roundtable: Talking About What Investors Should Be Talking About
For the past several months, market pundits have directed much of their focus on a single topic:...Our ESG History: ‘The Nuns Were on to Something’
With a 20-year history in ESG investing, Dana was one of the earliest entrants in the space. It all...Are ESG Funds Ready for a Value Rotation?
Many ESG strategies enjoyed a strong performance relative to their benchmarks in recent years. Much...Exxon Proxy Vote Marks Inflection Point for ESG
In May, an activist investment firm won three seats on Exxon Mobil’s board, marking one of the most...Is There a Changing of the Guard in Stock Leadership?
Lower quality stocks have outperformed higher quality companies for much of the past year, helped...ESG Strategies: You Asked, We Answered
With more than $50 billion flowing into ESG strategies in 2020, and more than 350 different...Five Stats That Put Innovation and Disruption in Perspective
Disruption and innovation are the very fabric of the American economy. So it’s little wonder that...Pushing the Continuum of Stock Research in the Information Age
Investment managers are always looking for an information edge in the stocks and companies they...Consumer Discretionary Sector Outlook: Unleash the Spending
Editor’s note: Our consumer discretionary sector outlook is part of a regular series sharing our...Independent Investment Ideas Don’t Come Easy
Risk controls … sell discipline … trading practices … investment policies. They are all an...Is it Time to Pivot Portfolios to Value? It’s Tricky …
Value has trounced growth in 2021, causing allocators to wonder whether it is time to rotate toward...A Year from the Market Trough: 3 Trends and 3 Takeaways
Last week marked a year since U.S. stock markets reached their trough, a period that saw the S&P...Calling All Book Lovers – Spring Reading List
Spring is in the air which means one thing, it’s time for the annual tradition of Spring Break!...March Madness: Seeding the Forces Affecting Stocks, Economy
After a pandemic-related hiatus last year, we are excited to see the return of March Madness. For...
Small Cap,
Large Cap,
Epiphany ESG Fund,
Equity Investing,
Faith-Based Investing,
Value Investing,
ESG
One Year Lookback: Reflections on Operating Through the Pandemic
It’s now been a year since COVID-19 shuttered many businesses, forced stay-at-home orders for...These Stats Capture How Fast ESG Is Taking Hold
While anyone with a passing investing interest would acknowledge ESG investing is growing in...When it Comes to Analyzing Stocks, A Bond Background Doesn’t Hurt
With equity markets at all-time highs and many businesses still struggling due to a pandemic, it...Looking to Invest Toward a Cyclical Rebound? It’s Nuanced
With coronavirus vaccinations on the rise and cases trending down, it’s natural to think about what...A Fair Question for ESG Managers
With billions pouring into ESG strategies, asset managers are suddenly (and unsurprisingly) on...Key Implications and Takeaways from the GameStop Phenomenon
The retail trading phenomenon driving up shares of GameStop, AMC and a few other stocks has become...ESG in 2021: More Client Interest, More Strategies to Choose From
ESG interest reached a tipping point in 2020, now accounting for a third of the $51.4 trillion in...Tech Sector Outlook: Look Beyond FAANG
Editor’s Note: Our technology sector outlook is part of a regular series sharing our views on...Attn Advisors: An Asset Managers’ Culture May Impact Your Client’s Experience
At Dana, we were pleased to end 2020 with some positive recognition, making Pensions & Investments’...
Small Cap,
Large Cap,
Epiphany ESG Fund,
Long Term Investing,
Equity Investing,
Value Investing,
ESG
Taking Stock of 2020: Reflective Questions for Advisors and Clients
If there were ever a year to have a reflective conversation with clients, 2020 is it. From the...Three Charts That Put Historic Growth-Value Divergence in Perspective
Value stocks have quietly made a bit of a comeback in recent weeks, due in part to positive news on...
Small Cap,
Large Cap,
Epiphany ESG Fund,
Long Term Investing,
Equity Investing,
Value Investing,
ESG
For Markets, What Comes After Election Results and Vaccine?
In the past two weeks, investors got a lot more clarity on two of the largest clouds hanging over...Industrial Sector Outlook: Making Sense of the Economically Sensitive
Editor’s note: Our industrial sector outlook is part of a regular series sharing our views on...Are Small Caps Poised to Outpace Large Caps Again?
Large cap stocks have outperformed small caps since the pandemic, but smaller stocks have begun to...Is Consolidation Among Asset Managers Good for the Client?
Mergers and Acquisitions (M&A) activity among asset management firms is creating some investment...Election Day Q&A: What are the Wildcards That Could Affect Markets This November?
The presidential race may be polarizing, but both sides can agree on one thing: It at least has...Reflections on Stocks’ September Swoon
Stocks recovered some ground last week, but September was the roughest month for U.S. equities...Financial Sector Outlook: Are Unloved Financial Stocks Due for a Rebound?
Editor’s note: Our financial sector outlook is the first in a regular series sharing our views on...Never Judge a Book by its Cover: Why Advisors Must Look Beyond ESG Labels
Based on the following fund profiles, can you pick the ESG strategy? Fund 1 (U.S. large cap blend...Is the Growth-Value Divergence at a Turning Point?
Growth stocks have continued a decade-long trend and massively outperformed value stocks for much...Renewable Energy: Where Do We Go From Here?
Renewable energy companies enjoyed considerable growth over the last decade, as the cost of solar...Where are Advisors on the ESG Adoption Curve?
To say ESG has hit an inflection point would be putting it mildly. Flows into sustainable funds...Mind Boggling: Reflections on New S&P 500 Records
The S&P 500 has hit new records in recent days, completing a round trip that has been remarkable,...Should Your Client’s ESG Fund Be a Core Equity Holding?
As client demand for ESG strategies grows, advisors have a tough job ahead of them: finding a...Electric Vehicle Investing: Tesla is Just the Tip of the Iceberg
The future of the electric vehicle (EV) market has excited many ESG investors, and for good reason:...
Small Cap,
Large Cap,
Epiphany ESG Fund,
Long Term Investing,
Equity Investing,
Faith-Based Investing,
Value Investing,
ESG
Advisors Should Ask: Is My Investment Manager a Partner?
The financial crisis was painful for anyone working on Wall Street, but the period gets credit for...Seven ESG Due Diligence Questions Every Advisor Should Ask
As investor interest in ESG grows, so too are the number of ESG strategies to choose from. Already,...Why Investment Style Boxes Are Wrong Question to Ponder
With growth stocks on a historical run of outperforming value, many allocators are wondering if...Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit
ESG interest is growing and as asset flows follow, so too are the number of strategies dedicated to...In 2020, ‘S’ and ‘G’ Become Bigger Part of ESG Focus
Prior to 2020, the environmental aspect of ESG (Environmental, Social and Governance) investing has...A Sector’s Economic and Market Forecasts Are Rarely the Same
In the recent downturn, there are few, if any, pockets of the economy that have suffered as much as...Style Boxes Pose Pitfalls in Post-Pandemic Investment Landscape
Growth or value? It’s a question advisors and allocators ponder at every potential turning point in...Explaining the Disconnect Between Stocks and the Economy
In recent conversations with clients, we are getting fewer questions about our economic outlook....Top-Heavy & Troubling: S&P 500 Bears Extreme Concentration Risk
The S&P 500 bears an extreme risk: too few stocks account for too much of its weight. The index is...Health Care Sector Calls for Valuation Discipline
Innovation within the biotechnology, medtech and diagnostics industries makes the health care...Clearing Up the ABCs of ESG
While ESG interest is undoubtedly on the rise, the category hasn’t reached its full growth...Pandemic Could Accelerate ESG Interest
With fund inflows nearly quadrupling to a record $20.6 billion in 2019¹, ESG interest has clearly...A Couple Tailwinds We Believe Are Poised to Blow in Active Managers’ Favor
The arguments in favor and against active management are too long to tackle in a single blog post –...Are Small Caps Poised to Lead Again?
While 2020 has been rough for all stocks, the pain has been most acute among small caps. As of...Five Stats to Keep Clients Invested Through a Volatile Market
It’s a natural reaction to every bear market. As stocks plummet, clients start wondering whether...2020 Performance Underscores Futility of Sector Bets
As 2019 ended, the backdrop for the energy sector looked relatively solid. Oil prices were up more...Downside Protection Isn’t Measured in Days
The only thing more striking than the depth of the recent market rout is its speed. It took the S&P...Market Volatility Offers Investors a Reminder: Quality Counts
With stocks crossing into bear market territory, it’s been a tough period for equities. But credit...The Dana Large Cap Equity Fund Hits 10-Year Anniversary
We’re proud to announce that our Dana Large Cap Equity Fund - Investor share class (DLCEX) hit its...Infodemic: Reflecting on Coronavirus Statistics and the Market Selloff
Fear is the virus on which the news media thrives. Viruses are with us everywhere and always....The Holy Grail? Economic Growth, Low Unemployment and Low Inflation
What a difference 15 months makes. In the fourth quarter of 2018, the market was down almost 20%...Are Small Cap Stocks Poised to Bounce Back?
Large-cap stocks have had quite the run recently. Who would have thought the tenth year of the...Why is ESG Investing Important?
Inour last two blogs on environmental, social and governance (ESG) investing we discussed the what...How Are ESG Funds Managed?
Thereareavarietyof styles in which environmental, social and governance(ESG)funds are...What is ESG?
Environmental, social and governance (ESG) investing is all the rage. WhenDanaInvestmentsstarted...Fully Invested? Here?
Index 2019 Return CRSP US Total Market Index 30.84% FTSE All-World Ex-US Index 21.81% ...What Should We Expect from Equity Markets During Presidential Election Years?
In case you somehow have not yet heard, 2020 is a presidential election year. In November, we...Correlation between ESG & Company Culture
In his inaugural address on January 20, 1977, President Jimmy Carter extolled that the nation, “...A Decade in Review – How Mobile Has Changed Our World
The 2010s were full of change. In a 3-part blog series, we have taken time to review some of the...A Decade in Review - The Effects of Climate Change
As part of a 3-part blog series covering the most memorable changes from the 2010s, our 2nd post...A Decade in Review - Central Banks Take the Wheel
As we approach a new decade, we’d like to take a moment to reflect on some of the most memorable...ESG: For The Record
On November 13th the Wall Street Journal published an article entitled “A Socially Responsible...Is Value Investing Back in Vogue?
An interesting dichotomy has developed between the collective psychology of investors and market...Do ESG Investors Believe In Unicorns?
The once red-hot market for unicorn investments has turned chilly. These start-up enterprises with...Q&A: ESG Investing
The October issue of Citywire RIA Magazine has hit the newsstands and they released an RIA...Defining Faith-Based Investing
“Among us, who is above must be in service to others. This doesn’t mean we have to wash eachother’s...Faith-Based Investors Make an Impact
Faith-based institutions continue to be leaders in the evolution and growth of Environmental,...The ESG Opportunity
With over 75% of individual investors expressing an interest in sustainable investing,it is clear...How Heightened Cash Levels Could Prolong the Equities Bull Market
Asset flows into money market funds have accelerated considerably since the selloff in late 2018,...Is there a Bubble in Passive Investments?
Michael Burry, whose firm Scion Asset Management made approximately 489% betting against the...2 Wrong Ways to Invest in ESG and SRI
As demand for environmental, social and governance (ESG) and socially responsible investing (SRI)...Advisors Year-End Checklist – Are You Prepared?
Can you believe Labor Day is behind us? With the end of the year approaching, here is a checklist...The Business Roundtable’s New Standard for Corporate Responsibility
On Monday, August 19, 2019, the Business Roundtable, a group of chief executive officers from...The Value of a Disciplined Long-Term Approach
Throughout this economic cycle, there have been countless events that had the potential to, and...[Chart of the Month] The Market is Roughly Flat Over Past 12 Months
What a ride it’s been. It’s hard to believe that after the fourth quarter’s selloff, the first...How Far Can the Economy Go with the Low Fuel Light On?
The current U.S. economic expansion has now passed the ten-year mark, and has set the record for...Looking for a Few Good Books?
Sure, we read your standard issue financial publications, but there’s more to the Dana team than...Five Statistics ESG Investors Need to Consider
Here are five notable statistics that environmental, social, and governance (ESG) investors need to...[Chart of the Month] Net Outflows and the Unloved Bull Market
When people think of economic recoveries and the bull markets that tend to follow, it’s easy to...A Look Inside the Process at Dana: Sector-Neutral, Equal-Weighted Positions and Downside Protection
When looking at the table below, the only real takeaway is that it’s been nearly impossible to...Evaluating Active Managers’ Recent Performance and Downside Participation
In S&P Dow Jones Indices’ most-recent annual report of active managers’ relative performance...How ESG Can Help Your Practice as an RIA
For advisors, having the option to sit down and speak with a client about a topic that is important...Who’s Winning? Strategic Versus Tactical Investors
Although volatility hasn’t been as pronounced as in past years (we recently penned a blog on this, “Three ESG Questions RIAs Should Be Asking Managers
As RIAs put more and more thought into hiring managers who incorporate environmental, social and...Chart of the Month - How 2019 Volatility Stacks Up Against Prior Years
Just when we were getting used to some tranquility in the markets, U.S.-China trade tension reared...A Tour of the World’s Economies and a Case for U.S. Equities
It seems like the fourth quarter’s stock market selloff just happened yesterday, but we’ve already...How Successful Equity Investors Avoid Common Pitfalls
Over the years, you may have noticed certain traits of successful equity managers, and certain...Investors Want ESG Investment Options in Retirement Plans
Financial Advisor recently wrote an article on environmental, social and governance (ESG)...What’s Trending? ESG Investing
Wayne Gretzky, the great hockey player, said, “I skate to where the puck is going to be, not where...What a difference three months can make….
With the turn of a calendar, it appears all fortunes have changed for the better. 2019 has had a...The Arithmetic Behind Drawdowns and Recoveries
Most advisors and investors have at some point stumbled upon Warren Buffet’s “rules of investing.”...Why Equal-Weighted Positions Can Help Minimize Drawdowns
The majority of actively-managed equity funds that exist today utilize conviction-weighted position...ESG: High Demand and Strong Performance Despite Market Volatility
ESG, or Environmental, Social and Governance, investing has garnered much attention since the...Spearheading Change: Principles for Responsible Investment
Bringing Sustainability to the Heart of Capital Markets In late 2018, Fiona Reynolds, CEO of the...Active Management - The Cyclicality of Outperformance
Value versus growth. Small-cap versus large-cap. Active versus passive. The equity markets are...Ready for ESG and SRI Investing?
ESG (environmental, social and governance) and SRI (socially-responsible investing) investing have...Reflecting on Market Volatility, Cycles and the Challenges of Investing
“We learn from every experience, and our accumulated experiences are guiding us through the current...Impact Investing Tips and Insights From a $1.2 Trillion Advisor Platform
ESG (environmental, social and governance) and SRI (socially-responsible investing) investments are...What Do Passive Flows Mean for Active Management?
In the U.S., mutual funds have been around, in one shape or another, since the early 20th century....Value Stocks Are Making Up Ground on Growth Stocks…Or Are They?
At the end of the third quarter, large cap growth stocks (Russell 1000 Growth Index) were...Why are Small Caps in a Tailspin?
While everyone was busy talking about FAANG stocks driving the market higher this year, small caps...Explaining the Differences Between ESG Scores Among Data Vendors
Since the wave of new ESG (environmental, social and governance) specific and larger well-known...Dana Wins First Place Award in P&I's Best Places to Work
DANA INVESTMENT ADVISERS WINS FIRST PLACE (MONEY MANAGERS WITH 20-49 EMPLOYEES) IN PENSIONS &...Do Not Fear the Correction
Large- and small-cap indices have fallen significantly since the end of September, in a correction...Q&A with Dana Portfolio Manager: Michael Honkamp, CFA
Michael Honkamp, CFA joined Dana Investment Advisors in 1999 and has been managing equity...Active versus Passive Investing - The buzz over proxy voting and why it matters
As more and more money has flowed into passive index funds and ETFs, there has been growing concern...What has really been driving the current bull market?
In late August, headlines across financial news media read along the lines of “This is now the...Mutual Funds' Pro-Growth Sector Bets Could Be a Timebomb
Peter Lynch, the former manager of the Fidelity Magellan Fund, has a famous story about three...Topics
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