Interview Highlights: David Weinstein of Dana Investment Advisors on Investing Strategies

August 17, 2016

David Weinstein discusses Dana Investment Advisors and its large-cap strategies. Mr. Weinstein uses a relative value philosophy with a unique risk-controls design. The strategies are sector-neutral and equal-weighted, with about 50 to 55 holdings in each strategy. Mr. Weinstein doesn’t try to time the market and is focused on bottom-up security selection. He aims to find best-of-breed companies within industries. He looks for the best combinations of valuation, growth, balance sheets and quality of earnings. In addition to a large-cap core strategy, two other large-cap strategies are the Dana Catholic Equity and Dana SRI Equity. These follow the same investment philosophy but add a comprehensive environmental, social and governance integration process.

Full interview available here.