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Large Cap (2)

Small Cap, Large Cap, Epiphany ESG Fund, Equity Investing, Faith-Based Investing, Value Investing, ESG

One Year Lookback: Reflections on Operating Through the Pandemic

It’s now been a year since COVID-19 shuttered many businesses, forced stay-at-home orders for...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Tech Sector Outlook: Look Beyond FAANG

Editor’s Note: Our technology sector outlook is part of a regular series sharing our views on...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Attn Advisors: An Asset Managers’ Culture May Impact Your Client’s Experience

At Dana, we were pleased to end 2020 with some positive recognition, making Pensions & Investments’...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

Taking Stock of 2020: Reflective Questions for Advisors and Clients

If there were ever a year to have a reflective conversation with clients, 2020 is it. From the...
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Small Cap, Large Cap, Value Investing

Three Charts That Put Historic Growth-Value Divergence in Perspective

Value stocks have quietly made a bit of a comeback in recent weeks, due in part to positive news on...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

For Markets, What Comes After Election Results and Vaccine?

In the past two weeks, investors got a lot more clarity on two of the largest clouds hanging over...
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