Dana Large Cap Equity

As of: March 29, 2019

Dana Epiphany ESG Equity Fund

At Dana Investment Advisors, we believe that many Environmental, Social and Governance (ESG) factors impact the financial well-being and returns of corporations and their investors. This is in keeping with our mission to act in the best long-term interests of our clients.

INVESTMENT OBJECTIVE

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.

UNIQUE OPPORTUNITY

Stocks that meet certain environmental, social, and governance (“ESG”) 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.

STRATEGIC FOCUS

The Epiphany ESG 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.


The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s ESG investment screening. Because the Fund does not invest in companies that do not meet its ESG 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.