General Investing >> Money Manager Interviews >> September 5, 2011

Sector-neutral, Relative-value Investing – Duane R. Roberts – Dana Investment Advisors, Inc.

Duane R. Roberts, CFA, is Executive Vice President and Director of Equities at Dana Investment Advisors, Inc. Mr. Roberts graduated from Rice University with a B.S. in electrical engineering and mathematics in 1980. He earned an M.S. in statistics from Stanford University in 1981 and an MBA from Southern Methodist University in 1999. Mr. Roberts joined Dana Investment Advisors in June 1999. He serves as Lead Portfolio Manager for the Large Cap Core and Socially Responsible portfolios. He also is actively involved in the investment process for all other Dana equity strategies. Mr. Roberts is a Chartered Financial Analyst and is a Member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Profile
TWST: Please give us a history and overview of Dana Investment Advisors.

Mr. Roberts: The company is an employee-owned boutique investment management firm. We manage about $3.3 billion between both