Investment OVERVIEW: 4 TH QUARTER 2017 DA N A LARGE CAP E Q U I T Y STRATEGY.
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1 Investment DANA Advisors OVERVIEW: 4 TH QUARTER 2017 DA N A LARGE CAP E Q U I T Y STRATEGY
2 THE WISE CHOICE HERITAGE A strong family culture Since our founding in 1980, Dana has remained independent and Employee-owned. Our investment firm is built on trust, integrity, and professional experience. QUALITY Excellence in meeting client expectations Dana strives to provide personalized client service and excellence in everything it does. We are uncompromising in our efforts to deliver superior results to clients. EXPERTISE Focus on what we do best Dana has assembled an investment team with diverse skill sets and specialized knowledge. We are adept at navigating challenging market environments and developing customized solutions. CONSISTENCY Adherence to a uniform process Dana implements a uniform investment process to minimize volatility and improve consistency of returns. We seek repeatable and predictable results to most effectively grow cumulative wealth. Investment DANA Advisors 2
3 DANA INVESTMENT ADVISORS Dana Investment Advisors was built on the belief that adhering to a defined investment process allows our professionals to focus on the fundamentals of consistent outperformance through security selection. Founded in 1980 Employee-owned Domestic equity, taxable and tax-exempt fixed income, and ESG asset manager Manage $7.5 billion as of December 31, 2017 Headquartered in Brookfield, Wisconsin We ve never wavered from our goal of providing above market returns while reducing volatility for our clients. 3
4 DANA INVESTMENT ADVISORS AWARDS AND RECOGNITION Pensions & Investments Best Places to Work Award Dana Investment Advisors has been recognized as the top place to work 2017 Best Places to Work in Money Management by Pensions & Investments. This is the sixth year in a row Dana Investment Advisors has been awarded this industry distinction. We are honored that Pensions & Investments has again recognized us for our strong culture, dedication to our employees, and social impact stated Mark Mirsberger, Firm CEO, adding, Our strong family/employee culture directly impacts our client experience as clients benefit from working with and developing strong relationships with a passionate team that essentially has little to no turnover for decades. Impact Manager of the Year Award Dana s Social ESG Equity Strategy Dana Investment Advisors has been named the SMA Impact Manager of the Year by Envestnet PMC. This was the 11 th annual SMA Awards by Envestnet and the first time an award was given in the Impact space. Dana s Director of Equities and Portfolio Manager, Duane Roberts, notes that contrary to many investors conception, integrating environmental, social and governance (ESG) criteria into the portfolio management process may enhance financial returns. We have delivered consistent, superior investment performance over the Social ESG Equity Strategy s 15 year history. SMA U.S. Large Cap Equity Manager of the Year Dana Investment Advisors has been named the SMA U.S. Large Cap Equity Manager of the Year by Envestnet PMC. This was the 10th annual SMA Awards by Envestnet PMC, formerly Prima Capital, and recognizes managers that consistently outperform their peers over time, following a clearly defined sustainable and repeatable alpha strategy. Firm CEO Mark Mirsberger - This recognition is the result of hard work and dedication of our talented investment team and highlights that staying true to a superior investment process with disciplined risk controls can lead to consistent out-performance. 4
5 DANA EQUITY STRATEGIES INVESTMENT PHILOSOPHY AND PROCESS Investment Philosophy We strive to generate excess risk-adjusted returns through a consistent and disciplined investment process. 5
6 DANA EQUITY STRATEGIES INVESTMENT PHILOSOPHY AND PROCESS Relative Valuation Sector Neutral Equal Weighting Position Size Limits Fully Invested % 51.7% 2.0% -6.9% 46.6% 28.8% 29.1% 36.5% 32.4% -17.7% 59.9% 27.6% 19.9% 28.8% 43.1% 29.0% 10.1% 27.3% 38.8% 24.1% 23.0% 20.0% 17.4% 16.0% 2.3% -11.6% -12.8% -16.6% 35.6% 23.4% 14.5% 13.2% 4.5% -17.7% -20.7% -40.0% -41.0% 1.0% -13.0% Dana s sector neutral investment approach recognizes it is very difficult to predict future sector performance. Dana s Risk Approach: are the groundwork for our repeatable and consistent investment process. -7.0% -8.3% -10.5% -12.3% -13.7% -26.0% -32.5% -7.7% -13.3% -16.4% -20.0% -24.5% -27.6% -33.0% -35.9% -37.6% 36.1% 34.8% 29.8% 27.9% 22.4% 21.1% 13.3% 9.2% 3.3% 19.6% 16.0% 16.0% 12.1% 10.8% 8.2% 6.0% 2.1% 0.2% 12.8% 4.9% 3.7% 2.2% 1.3% 0.4% 0.4% -7.4% -9.1% S&P 500 Sector Performance 23.7% 21.5% 19.8% 19.5% 18.9% 14.3% 13.8% 7.9% 7.8% 20.0% 15.8% 15.5% 11.6% 9.8% 8.5% 5.4% -14.3% -20.8% -24.5% -31.6% -33.6% -34.7% -35.9% -41.5% -43.7% -47.1% -57.0% 45.2% 38.8% 17.3% 17.1% 14.8% 11.3% 11.2% 6.8% 2.6% 26.9% 22.9% 19.7% 19.5% 14.2% 12.2% 10.5% 5.5% 2.8% 13.9% 12.7% 6.3% 6.1% 4.7% 2.4% -0.6% -9.7% -17.1% 23.9% 18.3% 17.7% 15.3% 15.0% 14.7% 10.8% 4.4% 1.7% 41.5% 40.7% 35.6% 28.4% 26.1% 25.6% 25.1% 13.2% 11.5% 25.3% 20.1% 16.0% 15.2% 9.8% 9.7% 6.9% 3.0% -7.8% 7.0% 6.6% 5.9% 3.4% -1.5% -2.7% -4.9% -8.4% -21.1% 23.5% 21.7% s 18.4% 16.4% 15.9% 13.9% 6.1% 5.4% Real Estate 3.7% -2.5% 23.8% 23.0% 22.2% 22.0% s 21.3% 13.5% 11.8% Real Estate 10.8% -1.1% -1.3% 2018? 6 Source: Dana Investment Advisors; Bloomberg and FactSet Data Systems
7 DANA EQUITY STRATEGIES INVESTMENT PHILOSOPHY AND PROCESS Valuations (Quantitative Analysis) Growth Estimate Revisions The idea generation phase RELATIVE VALUATION MODEL VALUE RELATIVE TO GROWTH MODEL ESTIMATE REVISIONS MODEL leverages our propriety models to generate segmented data that efficiently focuses our research on improving or deteriorating trends within sectors, industries DANA RANK or individul companies. We feel this dynamic component is a key advantage and provides a platform that focuses our stock selection. 7
8 DANA EQUITY STRATEGIES INVESTMENT PHILOSOPHY AND PROCESS Business Model & Management Profitability Cash Flow Earnings Decomposition Fundamental analysis is the basis for all of Dana s investment decisions Business Model Profitability Cash Flow Earnings Decomposition Quality of Management Quality of Environmental, Social, and Governance Factors Competitive advantages ROE / ROA Margins Impact of leverage Earnings history Operating Free Capital requirements Uses of cash Estimates and execution Surprise history components and revision trends Earnings quality 8
9 DANA EQUITY STRATEGIES INVESTMENT PHILOSOPHY AND PROCESS Fundamental Characteristics Relative Strength Model Ranking Rebalance Fundamental analysis drives the Dana sell discipline Fundamental Characteristics Relative Strength Model Ranking Rebalance Company execution More attractive risk reward opportunity Sector Performance Industry Performance Relative valuation model Value-to-growth model Position weight Sector weight Industry dynamics Estimate revisions model 9
10 DANA ESG PROCESS ADVOCACY HIGHLIGHTS Q Climate Action 100+ Collaboration of the regional investor networks including Ceres Investor Network, IIGCC (Europe), IGCC (AU/NZ), AIGCC (Asia), and the PRI. This initiative aims to engage and obtain commitments from more than 100 of the largest carbonemitting companies to reduce their emissions in accord with the Paris Agreement s goal of limiting global warming to a well below 2 degrees C scenario. (November 2017) Deforestation Signed on to an investor expectations statement on tackling deforestation in cattle supply chains. (November 2017, coordinated by Ceres and PRI) Antibiotic Use Signed on to an investor statement of support for the establishment of a comprehensive antibiotics policy that includes clear timelines for phasing out routine, prophylactic use of antibiotics across all livestock, seafood, and poultry supply chains. This overuse of antibiotics in livestock production is recognized by the World Health Organization as an important factor in the emergence of antimicrobial resistance (AMR) worldwide. (November 2017, coordinated by the FAIRR Initiative) Generic and Biosimilars Signed on to a letter to the FDA regarding anticompetitive practices by pharmaceutical companies to delay or block generic and biosimilars companies coming to the market with less expensive alternative therapies. (November 2017, coordinated by UAW Retiree Medical Benefits Trust) Water Risk Signed on to an investor letter to Nestle regarding the company s management of risk in its North American water-bottling operations. Signatories seek to understand how the company is assessing social risk in its water risk mapping protocols and how that risk figures in siting decisions for new facilities, in addition to understanding more fully how the company is responding to local concerns and working with local authorities to minimize impacts and ensure clean, accessible, and low-cost water for all once a siting decision is made. (October 2017, coordinated by Mercy Investment Services) Dream Act Signed on to an investor letter directed to the U.S. Congress to support the bipartisan Dream Act of 2017 (H.R. 3440, S.1615), recognizing the critical need for comprehensive and just immigration reforms to safeguard the well-being of our immigrant population, and to drive U.S. economic growth and long-term business prosperity. (October 2017, coordinated by ICCR) Separate CEO/Chair Co-filed shareholder resolutions advocating for separation of CEO and Chair roles at AbbVie, Pfizer and Johnson & Johnson (November 2017) Safer Chemicals Signed on to an investor letter to Amazon to promote safer chemicals in its private label brands and supply chain. (October 2017, coordinated by Mercy Investment Services) Lobbying Co-filed shareholder resolution with Exxon Mobil Corporation seeking reports of the companies lobbying and climate change disclosures, policies and practices. (May 2017, United Steel Workers, lead filer / Walden Asset Management, lead filer) 10
11 Investment DANA Advisors Physical Address: Swenson Drive Suite 400 Waukesha, Wisconsin Mailing Address: P.O. Box 1067 Brookfield, Wisconsin (262) (800)
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