Welcome to Dana Market Insights

Posted by Dana Funds Investment Team on Nov 5, 2018 2:06:00 PM

Nearly ten years after the Financial Crisis, we are at a precarious place. Corporate earnings are strong, but lofty equity valuations and rising interest rates present significant reasons for concern. Many investors and advisors are taking steps to protect capital when the market inevitably heads south.

S&P Return since 2/09; Source: Morningstar Data from Morningstar Direct

Dana has been managing equity strategies since 1999 with an emphasis on minimizing volatility and improving the consistency of results. We believe this type of approach is as important as ever. If you share this view, please subscribe to our new blog to receive our latest market insights which we trust will be useful to you while making investment decisions.

In our upcoming blog posts, we will be sharing: 

  • Details around downside protection

  • Data-driven graphs and statistics 

  • Interviews and insights from our portfolio managers 

  • Commentary around our performance, positioning, and market outlook 

If you find this information helpful or have questions, please let us know.  We enjoy connecting with our readers. 

Invest well! 

The Investment Team at Dana Funds  


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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.