David W(1)
David Weinstein
Senior Vice President & Portfolio Manager  
DANA181207_443_bw_JohnMueller
John Mueller
Senior Vice President, Marketing & Distribution 

Investing in Change Amid Change
Investors want the ability—and flexibility—to invest in change 

In a conversation with David Weinstein, Senior Vice President and Portfolio Manager of Dana’s Unconstrained Equity Strategy, and John Mueller, Senior Vice President – Marketing & Distribution, we asked how a nimble, high-conviction strategy that focuses on businesses leading transformative change can complement other investments within a client’s portfolio. 

Download and watch to hear their response.  

David and John also talked about what it takes to successfully invest in change amid change, including:   

  • Changing course in shifting market environments 
  • Analyzing businesses through the lens of disruption 
  • Finding innovators in unexpected industries and sectors  
  • Balancing disruption with discipline 

Download and enjoy this recording, split into two segments for convenient viewing, at your leisure.