DANA INVESTMENT Overview

Dana Investment Advisors Inc. is an investment advisor that manages 5.5 BN dollars in regulatory AUM and has 39 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 38% of the manager's regulatory AUM.

DANA INVESTMENT StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DANA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 1.97% Tech -2.99% -0.03% 0 42%
AMGN 1.82% Health -12.31% -0.11% 0 24%
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FEATURED IN
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DANA INVESTMENT Founders and Key Employees

Name Title In Position Since
Jerome J. Veranth Executive Vice President, Chief Investment Officer January-2006
Susan M. Rediske Assistant Vice President May-1991
Mark R. Mirsberger Ceo, Coo & Treasurer December-2003
Marc A. Kamber Executive Vice President February-1991
Douglas W. Classen Senior Vice President September-1994
Lori L. Piekarski Assistant Vice President May-1994
Daniel D. Riek Vice President January-2001
Nicholas M. Berich Senior Vice President March-2005
Michael C. Stewart Executive Vice President, Chief Compliance Officer September-2006
Robert G. Leuty Senior Vice President September-2006
Gregory A. Dahlman Senior Vice President February-2006
Michael R. Honkamp Senior Vice President March-2005
Ellen B. Roberts Senior Vice President August-2007
Duane R. Roberts Executive Vice President November-2010
Brian V. Lehky Vice President January-2012
Noaman A. Sharief Vice President January-2012
Lori A. Salyers Assistant Vice President February-2007
David M. Stamm Senior Vice President July-2009
Matthew R. Slowinski Vice President January-2012

DANA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

DANA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Securities Analysis

Equity Investments

Dana’s investment philosophy considers the relative risk versus return characteristics of each security selected. Dana selects companies that are relatively undervalued to their peers, with attractive growth expectations, and which we believe overtime will produce superior returns relative to a client’s stated



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Dana Investment Advisors, Inc.
Form ADV Part 2A March 13, 2015



benchmark. Minimizing downside performance risk while achieving a client’s investment return goals is also an important component within Dana’s security selection process. Risk control guidelines are an integral part of the strategy. One such measure deals with equally weighting the holdings within each benchmark sector. In this way, the added volatility and potential negative effects of predicting, over-weighting and rotatin...
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DANA INVESTMENT Portfolio Concentration

DANA INVESTMENT Location

15800 W. BLUEMOUND RD. SUITE 250
BROOKFIELD, Wisconsin
UNITED STATES, 53005

DANA INVESTMENT Contact Information

Phone Number: 262-782-3631
Fax Number: 262-782-0581
Website:

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