Schedule A Call With A Portfolio Manager

Would you like to learn more about the Dana Large Cap Equity, Small Cap Equity or Epiphany ESG Equity mutual funds?  It would be our pleasure to set up a call between you and a portfolio manager on our equity team.

We encourage our investors and future investors to ask any questions they may have around:

  • Downside risk management
  • Methodology, stock ranking and buy/sell discipline
  • Sector weights and position weights
  • Risk controls and downside risk management
  • Portfolio characteristics, style and historic performance

Please fill out the form to the right and we will be in touch to coordinate a time to speak.

Thank you for your time and interest in Dana.


Portfolio Managers