Equity Strategies

Catholic ESG Small Cap Equity

Dana’s Catholic ESG Small Cap Equity Strategy is diversified portfolio of U.S. small cap stocks. We fully integrate Environmental, Social and Governance (ESG) factors, and guidelines set forth by the U.S. Conference of Catholic Bishops into our analysis. We are process driven and believe that a disciplined process of active management can add value over time. Our risk controls, set parameters for portfolio construction and allow our investment teams to focus on security selection. Our security selection process uses quantitative modeling and fundamental research to help identify securities that possess attractive valuation and growth characteristics relative to peers.

We seek to outperform the Russell 2000 Index with lower volatility over a full market cycle, through stock selection, as an investor’s core U.S. small cap equity exposure.

Asset Class: U.S. ESG Equity
Inception Date: June 30, 2014
Number of Holdings:: 60-65
Strategy AUM: $32M
Target Cash: 0-1%