Charlie Bender

Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow.

Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis.

Functions as a College/University

Functions as a College/University