A Look at Some of Our Top-Read Blog Posts in 2021

Posted by Dana Funds Investment Team on Dec 16, 2021 5:04:04 PM

Before jumping into 2022, we wanted to take a quick look back at 2021, sharing three of our most read blogs from the year. Many are still relevant today, covering the key themes and trends that continue to hover over markets.

We're all grateful for the support of our many loyal readers. As always, we welcome your questions or comments.  Also, if you would like for us to cover a specific topic in 2022, we would love to hear from you. Just fill out the form on our contact us page and we will be in touch! 

Warmly,
Dana Investment Team 

 

March Madness: Seeding the Forces Affecting Stocks, Economy

2021.03 Dana Blog March Madness

After a pandemic-related hiatus last year, we are excited to see the return of March Madness. For millions of Americans, filling out a bracket and participating in an office or family tournament pool is another small step in a return to the normal traditions we are accustomed to.
 
Many of us at Dana Investments are college basketball fans, so in the spirit of the season we offer a more light-hearted market outlook, sharing how we would seed some of the forces potentially supporting – or disrupting – the economy and markets.

Our ESG History: ‘The Nuns Were on to Something’

2021.06 Dana Blog ESG History

With a 20-year history in ESG investing, Dana was one of the earliest entrants in the space. It all started with the request of a group of nuns. In a recent conference call on ESG investing, Dana portfolio managers shared how it all began:

Duane Roberts: Our ESG story began at the tail end of 1999. We were working with a group of nuns who needed equity exposure. This was a group that had zero equity exposure in 1999. We got them comfortable with moving into equities, but they had some issues and some values constraints that they wanted to place on that portfolio. So, we started researching the effect of having that constraint on our portfolios at the end of 1999. And then in January, we started live with their portfolio.

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Five Stats That Put Innovation and Disruption in Perspective

2021.05 Dana Blog Five Stats

Disruption and innovation are the very fabric of the American economy. So it’s little wonder that investors get excited about disruptive trends. But once in a while, it’s worth taking a pause to put current disruption and innovation in perspective. Not only because the statistics can be eye popping, but because they help investors see the bigger picture, and take a long term view with stocks.

With that in mind, we offer a few short, simple statistics that put a few recent innovative and disruptive trends in perspective. The innovations are well known, but the statistics offer perspective on how far the trends have come, and how far they can still push forward.

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The Dana Funds are distributed by Ultimus Fund Distributors, LLC. There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post. 

ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance 

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Distributed by Ultimus Fund Distributors, LLC. (Member FINRA) There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post.
Dana Large Cap Equity, Tickers: DLCIX, DLCEX
Dana Epiphany ESG Small Cap Equity, Ticker: DSCIX
Dana Epiphany ESG, Ticker: ESGIX

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Dana Funds before investing. The Funds’ prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Funds’ prospectus by calling 1-855-280-9648. Past performance does not guarantee future results.

The universe of acceptable investments for the Dana Epiphany ESG Funds (DSCIX & ESGIX) may be limited as compared to other funds due to the Dana Epiphany ESG Funds’ ESG investment screening. Because the Dana Epiphany ESG Funds 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 Dana Epiphany ESG Funds may be riskier than other mutual funds that invest in a broader array of securities. There is no guarantee that this, or any, investment strategy will succeed. Past performance of the strategy is not an indicator of future performance of the funds. Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. Small cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Alpha is a measure of performance on a risk-adjusted basis. ESG investing is considering environmental, social and governance factors into your security research.

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