U.S. Consumer Checkpoint: Healthy Signs, Dismal Sentiment

Finding Relative Value in a Ruckus Investing World

ESG Investing During An Energy Crisis

Market Timing? Too Risky.

Our Process is Our Superpower

ESG: Is It About Politics?

The Nuns Were Onto Something: Dana’s ESG History

Pros and Cons: Quantitative Versus Fundamental Analysis

Beyond Values: The Investment Case for Catholic Portfolios

ESG Initiatives: A Look at Where Dana is Engaging in 2022

Check Out Our ESG Library for Advisors, Clients

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

Engage or Divest? Our Approach to ESG and Energy Investing

Start 2022 Off With These ESG Questions

Change Is Under Way for Catholic Investing

Five Reasons to Break Out of Style Boxes and Consider Core

Year in Review: What’s Driven Our Small Cap Fund’s Outperformance?

Halloween for Investors: A Look at 10 of Wall Street’s Scariest Moments

15 Questions to Improve Advisors’ ESG Dialogue with Clients

ESG: Investor Engagement is Getting Energy Firms to Walk the Talk

Advisors: Have You Asked What Your Clients Want from ESG?

As Stocks Hit Records, These Stats Should Keep Clients Invested

ESG Investing: The Tenor of Management Teams is Changing

Diamonds in the Rough: How We Uncover New Investment Ideas

What Are Companies Saying About the Delta Variant?

Alphabet Soup: 80 Different Terms Describe Sustainable Investing

All In: Why ESG Funds Must Go Beyond Exclusionary Approach

Health Care Sector Outlook: Inflection Points Ahead

ESG’s Next Big Thing

Inflation Roundtable: Talking About What Investors Should Be Talking About

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

Are ESG Funds Ready for a Value Rotation?

Exxon Proxy Vote Marks Inflection Point for ESG

Is There a Changing of the Guard in Stock Leadership?

ESG Strategies: You Asked, We Answered

Five Stats That Put Innovation and Disruption in Perspective

Pushing the Continuum of Stock Research in the Information Age

Consumer Discretionary Sector Outlook: Unleash the Spending

Independent Investment Ideas Don’t Come Easy

Is it Time to Pivot Portfolios to Value? It’s Tricky …

A Year from the Market Trough: 3 Trends and 3 Takeaways

Calling All Book Lovers – Spring Reading List

March Madness: Seeding the Forces Affecting Stocks, Economy

One Year Lookback: Reflections on Operating Through the Pandemic

These Stats Capture How Fast ESG Is Taking Hold

When it Comes to Analyzing Stocks, A Bond Background Doesn’t Hurt

Looking to Invest Toward a Cyclical Rebound? It’s Nuanced

A Fair Question for ESG Managers

Key Implications and Takeaways from the GameStop Phenomenon

ESG in 2021: More Client Interest, More Strategies to Choose From

Tech Sector Outlook: Look Beyond FAANG

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

Top 3 Blog Posts of 2020

Taking Stock of 2020: Reflective Questions for Advisors and Clients

Three Charts That Put Historic Growth-Value Divergence in Perspective

For Markets, What Comes After Election Results and Vaccine?

Industrial Sector Outlook: Making Sense of the Economically Sensitive

Are Small Caps Poised to Outpace Large Caps Again?

Is Consolidation Among Asset Managers Good for the Client?

Election Day Q&A: What are the Wildcards That Could Affect Markets This November?

Reflections on Stocks’ September Swoon

Financial Sector Outlook: Are Unloved Financial Stocks Due for a Rebound?

Never Judge a Book by its Cover: Why Advisors Must Look Beyond ESG Labels

Is the Growth-Value Divergence at a Turning Point?

Renewable Energy: Where Do We Go From Here?

Where are Advisors on the ESG Adoption Curve?

Mind Boggling: Reflections on New S&P 500 Records

Should Your Client’s ESG Fund Be a Core Equity Holding?

Electric Vehicle Investing: Tesla is Just the Tip of the Iceberg

Advisors Should Ask: Is My Investment Manager a Partner?

Seven ESG Due Diligence Questions Every Advisor Should Ask

Why Investment Style Boxes Are Wrong Question to Ponder

Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit

Top 3 Blog Posts of 2020

In 2020, ‘S’ and ‘G’ Become Bigger Part of ESG Focus

A Sector’s Economic and Market Forecasts Are Rarely the Same

Style Boxes Pose Pitfalls in Post-Pandemic Investment Landscape

Explaining the Disconnect Between Stocks and the Economy

Top-Heavy & Troubling: S&P 500 Bears Extreme Concentration Risk

Health Care Sector Calls for Valuation Discipline

Clearing Up the ABCs of ESG

Pandemic Could Accelerate ESG Interest

A Couple Tailwinds We Believe Are Poised to Blow in Active Managers’ Favor

Are Small Caps Poised to Lead Again?

Five Stats to Keep Clients Invested Through a Volatile Market

2020 Performance Underscores Futility of Sector Bets

Downside Protection Isn’t Measured in Days

Market Volatility Offers Investors a Reminder: Quality Counts

The Dana Large Cap Equity Fund Hits 10-Year Anniversary

Infodemic: Reflecting on Coronavirus Statistics and the Market Selloff

The Holy Grail? Economic Growth, Low Unemployment and Low Inflation

Are Small Cap Stocks Poised to Bounce Back?

Why is ESG Investing Important?

How Are ESG Funds Managed?

What is ESG?

Fully Invested? Here?

What Should We Expect from Equity Markets During Presidential Election Years?

Top 3 Blog Posts 2019

Correlation between ESG & Company Culture

A Decade in Review – How Mobile Has Changed Our World

A Decade in Review - The Effects of Climate Change

A Decade in Review - Central Banks Take the Wheel

ESG: For The Record

Is Value Investing Back in Vogue?

Do ESG Investors Believe In Unicorns?

Q&A: ESG Investing

Defining Faith-Based Investing

Faith-Based Investors Make an Impact

The ESG Opportunity 

How Heightened Cash Levels Could Prolong the Equities Bull Market

Is there a Bubble in Passive Investments?

2 Wrong Ways to Invest in ESG and SRI

Advisors Year-End Checklist – Are You Prepared?

The Business Roundtable’s New Standard for Corporate Responsibility

The Value of a Disciplined Long-Term Approach

[Chart of the Month] The Market is Roughly Flat Over Past 12 Months

How Far Can the Economy Go with the Low Fuel Light On?

Looking for a Few Good Books?

Five Statistics ESG Investors Need to Consider

[Chart of the Month] Net Outflows and the Unloved Bull Market

Top 3 Blog Posts

Making the Argument for Sector Neutrality

A Look Inside the Process at Dana: Sector-Neutral, Equal-Weighted Positions and Downside Protection

Evaluating Active Managers’ Recent Performance and Downside Participation

How ESG Can Help Your Practice as an RIA

Who’s Winning? Strategic Versus Tactical Investors

Three ESG Questions RIAs Should Be Asking Managers

Chart of the Month - How 2019 Volatility Stacks Up Against Prior Years

A Tour of the World’s Economies and a Case for U.S. Equities

How Successful Equity Investors Avoid Common Pitfalls

Investors Want ESG Investment Options in Retirement Plans

What’s Trending? ESG Investing

What a difference three months can make….

The Arithmetic Behind Drawdowns and Recoveries

Why Equal-Weighted Positions Can Help Minimize Drawdowns

ESG: High Demand and Strong Performance Despite Market Volatility

Spearheading Change: Principles for Responsible Investment

Active Management - The Cyclicality of Outperformance

Ready for ESG and SRI Investing?

Reflecting on Market Volatility, Cycles and the Challenges of Investing

Impact Investing Tips and Insights From a $1.2 Trillion Advisor Platform

What Do Passive Flows Mean for Active Management?

Value Stocks Are Making Up Ground on Growth Stocks…Or Are They?

Our Top 3 Blog Posts from 2018

Why are Small Caps in a Tailspin?

Explaining the Differences Between ESG Scores Among Data Vendors

Dana Wins First Place Award in P&I's Best Places to Work

Do Not Fear the Correction

Q&A with Dana Portfolio Manager: Michael Honkamp, CFA

Active versus Passive Investing - The buzz over proxy voting and why it matters

What has really been driving the current bull market?

Mutual Funds' Pro-Growth Sector Bets Could Be a Timebomb

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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.