We’re pleased to announce that the strong Q1 2023 performance of the Dana Unconstrained Equity Strategy earned it top billing in the Q1 2023 PSN Top Guns Large Cap Growth Universe. The Strategy delivered a notable 27.5% return amid a challenging backdrop that included bank failures, recession fears, interest rate hikes, and market volatility. Issued quarterly by Zephyr, the PSN Top Guns list is a ranking of best-in-class separate account, managed account and managed ETF strategies participating in the PSN database.
We developed the Unconstrained Equity Strategy in response to client demand for a nimble, high-conviction strategy. As an allocation for investors who are willing to accept elevated volatility for higher return potential, this Strategy is highly complementary to Dana’s diversified legacy strategies.
The genesis of Unconstrained Equity lies in recognizing the dynamic and ever-evolving nature of the financial markets. With the economy experiencing accelerated change driven by technological innovation, we believe the ability to adapt is paramount. Unconstrained Equity seeks to harness opportunities resulting from disruptive change across a wide spectrum of industries.
“Change is the only constant in today’s market. To stand out in an ultra-competitive U.S. Equity space, discipline and resources are not enough. Winning strategies must be flexible in mindset, idea generation and research efforts.”
– David Weinstein, Dana Investment Advisors, Portfolio Manager Unconstrained Equity
Unconstrained Equity seeks to generate attractive risk-adjusted returns over the long term through a concentrated portfolio of 15–30 holdings. Companies held in the portfolio demonstrate strong growth potential, robust competitive advantages, sound financial fundamentals, and the ability to thrive across disparate market environments.