Dana Large Cap Equity

As of: March 29, 2019

Dana Epiphany Equity Fund

Dana Investment Advisors was built on the belief that adhering to a defined investment process allows our professionals to focus on the fundamentals of consistent outperformance through security selection.


Long-term growth of capital through exposure to stocks deemed by the Adviser to be responsible investments, while mitigating volatility through a disciplined, risk-controlled, relative value investment process.


Stocks that meet certain faith-based criteria established by the Adviser. Using an approach of quantitative modeling and fundamental research employed by Dana Investment Advisors in institutional products since 1999, the Adviser selects securities for the portfolio to generate alpha over the long-term.


The Epiphany Equity Fund holds a diversified portfolio of approximately 50 to 55 U.S. stocks deemed by the Adviser to be responsible investments. Risk controls are implemented throughout the portfolio construction process, and we look to add value with disciplined fundamental stock selection. The Fund includes a blend of characteristics designed to perform well in up, down, growth, or value markets.

Are your investments aligned with your Catholic values?

The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s faith-based investment screening. Because the Fund does not invest in companies that do not meet its faith-based criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities.

  • Director of Equities & Portfolio Manager

    Duane Roberts, CFA

  • Portfolio Manager & Equity Analyst

    David Weinstein, JD

  • Portfolio Manager & Equity Analyst

    Sean McLeod, CFA

  • Portfolio Manager & ESG Analyst

    Ann Roberts

The Dana Funds are available in a number of account types.
Please contact us to learn more.