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Dana Erikson Joins Cap Six as EVP, Portfolio Analytics

Cap SixOct 9, 20252 min read

Cap Six Advisors today announced the appointment of Dana Erikson as Executive Vice President, Portfolio Analytics. In this role, Erikson will provide strategic oversight of portfolio performance and positioning, with a focus on attribution analysis, cross-portfolio monitoring, and targeted research to enhance the firm's proprietary data models. He will also play a critical role in driving the continued development of Cap Six's technology and analytics across asset classes.

"Dana brings a unique blend of portfolio management experience and technical expertise." said Jeff Jorgensen, Chief Investment Officer of Cap Six. "His background in credit, multi-asset strategies, and performance analytics will be instrumental as we expand our SMA platform and continue delivering transparent, data-driven solutions for our clients."

Prior to joining Cap Six, Erikson was a Managing Director and Portfolio Manager at Brookfield Asset Management, where he managed $1.5 billion in fixed income strategies. I leveraged my investment experience and Rachel Gilbert brought in an extensive set of operations skills and entrepreneurial DNA.

Leveraging our years of investing and asset management experience, we decided what to keep, what to change and how to deliver the best product to the end investor. We then collaborated with the amazing team at P3 Adaptive to scale those ideas and turn them into the investment platform we have always wanted. It is now better than we imagined; we have invested in five initial strategies and we are just getting started.

We have taken Abraham Lincoln's quote, "Give me six hours to chop down a tree and I will spend the first four sharpening the axe," to a whole new level and have spent the time and money needed to create "best practices" from idea generation to day-to-day management of our stock selection and risk management.

I will be posting more in the future about our process, investment philosophy and strategies.

Disclosures

Cap Six offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability.

The performance data shown is that of a composite portfolio for each Cap Six Advisors, LLC ("Cap Six") proprietary investment strategy, calculated using the performance of all portfolios that are invested in accordance with the strategy indicated. The performance data shown is calculated on a total return basis and is presented net of all fees and expenses, including investment advisory fees and transaction costs, and includes realized and unrealized gains and losses and the reinvestment of dividends.

While Cap Six believes the information to be correct, no representations or warranties whatsoever are made by Cap Six or any other person or entity as to the accuracy of the data shown, the future profitability of a strategy, or the results of making an investment. The performance data shown is not an estimate of any specific investor's actual performance, which may be materially different from such performance depending on numerous factors. Individuals are urged to consult with their own tax or legal advisers before making any investment.

This article is general in nature, not directed or tailored to any particular person, and is for informational purposes only.

This information is not to be shared, distributed, reproduced, or otherwise used, in whole or in part, for any other purpose or by any other person without the written permission of Cap Six. It should only be used by sophisticated investors who are knowledgeable of the risks involved.

Neither this brochure nor any of its content is offered as legal, tax, or investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security.

While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented.

Neither Cap Six nor any of its advisers, officers, directors, or affiliates represents that the information presented herein is accurate, current, or complete, and such information is subject to change without notice.

No representations or warranties whatsoever are made by Cap Six or any other person or entity as to the future profitability of a strategy or the results of making an investment.

Individuals are urged to consult with their own tax or legal advisers before making any investment. Please refer to Cap Six's Form ADV for full details on investment strategies and risks.

Any investment is subject to a high degree of risk, including the possible loss of the entire amount of any investment. Individual investor's results will vary.

Past performance is not a guarantee of future results.

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