Our Process is Our Superpower

Posted by Dana Funds Investment Team on Aug 4, 2022 12:14:35 PM

Asset managers are all sunshine and roses when the market is riding high, but in a bear market you need to understand how your manager is working for you. We want to share details about our disciplined investment process, because the market is experiencing high volatility and sudden downturns.

Our “superprocess” consists of quantitative modeling to rank potential investments and qualitative research into business models and management, while also integrating ESG factors. We add to this a disciplined adherence to sector and industry weightings so that we’re not unintentionally allowing human bias to affect your investments.

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The Dana Funds are distributed by Ultimus Fund Distributors, LLC. There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post.