Beyond Values: The Investment Case for Catholic Portfolios

Posted by Dana Funds Investment Team on Feb 3, 2022 10:36:06 AM

Many Catholic investors utilize values-based portfolios to align their wealth with their beliefs. But there are plenty of other merits to Catholic investing. By aligning to what one believes in, investors may have more conviction, and are more willing take a long-term view with their holdings.

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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.

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Engage or Divest? Our Approach to ESG and Energy Investing

Posted by Dana Funds Investment Team on Dec 9, 2021 11:49:54 AM

It’s a question that comes up often with ESG investing. In the long run, is it better to divest and avoid oil and gas companies that are responsible for high carbon emissions, or try to get them to change course? At Dana, we’ve chosen the engagement route, encouraging oil companies to clean up their act and pivot away from fossil fuels.

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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.