Dana Investment Advisors的动态

Dividends are back.? They fell out of favor when borrowing costs declined and corporate cash levels rose.? But companies are once again starting to pay up.??? And not just typical dividend-payers.? High-growth companies—pegged for prioritizing growth over stable returns for shareholders— are having a change of?heart?. ???Alphabet ???Meta Platforms ???Booking Holdings? ???Salesforce Instead of directing profits back into the business, companies are returning some of them to shareholders. A trend in the making?? It looks that way—especially with payouts predicted to reach record highs this year. Get ahead of the trend.? How much have you allocated to dividend equity stocks? #investing #assetmanagement #income #dividends

Ever wondered why some stocks are mispriced? ?? Behavioral finance provides an answer: Investors often cling to trends—positive or negative—expecting them to last indefinitely. When new information contradicts our beliefs, we underreact rather than admit a mistake. This bias creates mispricings and opens the doors for contrarian investors. Portfolio Manager Mikhail (Mike) Alkhazov, CFA agrees that embracing the opposite view of a trend can feel uncomfortable. But he believes it’s where true opportunities lie. Learn more about Mike’s approach to managing Dana’s Concentrated Dividend Equity Strategy: https://hubs.la/Q02NRcFV0 #investing #assetmanagement #income #dividends

“Dividend stocks are in vogue again”? So says the financial press.??? Meta and Alphabet validate that claim—jumping on board with their first-ever dividend payouts. We say dividend stocks never went out of style. Looking for steady income? Look at dividend-paying stocks. #investing #assetmanagement #income #dividends

63 years of history tell a powerful story about dividends. 85% of the cumulative total return of the S&P 500 Index?came from reinvested dividends and the impact of compounding. Without reinvested dividends, the S&P 500 return is a lot less inspiring.?? The difference is the dividends. Discover the difference our unique approach to dividend investing makes. https://hubs.la/Q02LZhz50 #investing #assetmanagement #income #dividends

What’s so appealing about dividend-paying stocks? They tend to outperform the broader equity market. With less volatility. Our Portfolio Manager Mike Alkhazov is a fan. He sat down with us to talk about the benefits of a dividend equity strategy and our unique spin on it. Full interview at danainvestment[dot]com #investing #assetmanagement #income #dividends

Non-dividend-paying companies in a dividend equity strategy? When it makes sense, yes.? If a company is… Repurchasing its stock??? Paying down debt??? Reinvesting in its business??? … it might make really good sense.? All are signs of management’s commitment to growing the business and?its financial health. And—like dividends—can ultimately reward shareholders. Companies don’t have to pay dividends to make it into our Concentrated Dividend Equity portfolio.? A flexible mandate means we can go where other dividend equity managers can’t.? Portfolio Manager Mike Alkhazov explains:? ?? https://hubs.la/Q02K3g5w0 #investing #assetmanagement #income #dividends

We still have a few weeks left of Summer which means more time spent with our Summer Interns at Dana. We are happy to have the next generation of financial professionals working with our team this Summer. Great work so far lets finish strong! Hunter Motiff, Hoyt Keller, Ashton Beste, Tabraiz Sharwani, Alex Schmidt, and Landon Keller.

We are thrilled to announce a significant milestone - the 25th anniversary of our Dana Large Cap Equity Strategy! Since its inception on June 30, 1999, our Large Cap Equity Strategy has sought to deliver value to investors through our disciplined, process-driven approach to active management. For a quarter-century, we've focused on: ? Outperforming the S&P 500 Index with lower volatility ? Maintaining a diversified portfolio of 50-55 U.S. large cap stocks ? Employing rigorous risk controls and security selection processes As we celebrate this achievement, we want to express our deepest gratitude for your trust and partnership. Your support has been instrumental in our success over the past 25 years. We remain committed to our core principles of disciplined fundamental stock selection and risk management as we look forward to the next 25 years of serving you.

Our team is en route to Phoenix for #ENVElevate. This marks 25 years of Envestnet, Inc Technology, insights and solutions. Stop by our booth (132) to say hello and catch up. See you in Phoenix! https://lnkd.in/gpqyAYDS