FOR IMMEDIATE RELEASE
Waukesha WI – (May 22, 2018) – The Large Cap Equity team at Dana Investment Advisors was presented with the 2018 Asset Manager of the Year for the category U.S. Equity Large Cap at the Envestnet|PMC Advisor Summit 2018 held by Envestnet and Investment Advisor. This year’s Summit took place in New Orleans and was attended by over 2,000 investment professionals. Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
“Once again, we’re proud to be working with our partner Investment Advisor to present these awards,” said Tim Clift, chief investment strategist of Envestnet | PMC, at the start of the presentation. “Now in its 14th year, the Asset Managers of the Year competition recognizes best-in-class portfolio managers who outperform their peers, which is difficult even in the best of environments.”
This is the second time the Large Cap Equity team at Dana Investment Advisors has been presented with this award. To qualify for the award, a management team must have at least three years of experience running a strategy with over $200 million in assets, and the strategy must be available to advisors on the Envestnet/PMC platform.
“The award supports our belief that consistent application of a defined investment process focused on stock selection and risk controls does win in the end. Our team has worked very hard to validate the benefits of active management and the award serves as confirmation of their efforts and a thank you to all those clients who have entrusted us with their assets” said Mark Mirsberger, chief executive officer.
The Dana Large Cap Equity Strategy dates back to June 1999 and seeks to outperform the S&P 500 Index with lower volatility over a full market cycle. The Strategy is unique in that it takes a sector neutral investment approach thereby recognizing the difficulty in predicting future sector performance. Structural risk controls are incorporated throughout the portfolio construction process which allows the team to add value via disciplined fundamental stock selection. The portfolio includes a blend of characteristics designed to perform well in up, down, growth or value markets and strives to participate on the upside while limiting the downside.
About Dana Investment Advisors
Dana Investment Advisors is an employee-owned Asset Management firm that was founded in 1980 and currently advises on $7.4 billion in assets as of 3/31/18. The Firm was built on the belief that adhering to a defined investment process allows its professionals to focus on the fundamentals of consistent outperformance through security selection with the goal of providing above market returns while reducing volatility. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. The objective is straightforward: deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
To contact Dana: firstname.lastname@example.org
This award applies to the Funds’ advisor; it is not an award for the Funds. Past performance of the advisor’s strategy/separately managed accounts is not indicative of future performance of the fund. Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will succeed.