Catholic Investing | Invest Catholic | Portfolio Management | Fund, Epiphany, Catholic, Experience, Investment

Portfolio Management

Published by InvestCatholic.com
Wednesday, 15 October 2008
Portfolio Management Services The Catholic Scorecard™ is the foundation of the products that we offer, most importantly the Epiphany Funds, launched in January 2007 with an initial domestic, large company fund, called the Epiphany FFV Fund. Currently, the fund holds stock in about 100 companies. It is rebalanced to an equal weighting quarterly and managed to be sector neutral to the S&P 500. We have recently partnered with Dana Investments, an innovative investment advisor with significant experience with institutional and morally screened products. We have combined our Catholic Scorecard™ and their track record to develop an FFV Focused and an FFV Strategic Income investment strategy. These strategies, including the more passive process used in the Epiphany FFV Fund, are all available now as separate accounts. Pending SEC review, these strategies will also be available in the Epiphany Trust as mutual Funds in February 2010. Additionally, we offer a limited volatility income strategy for our clients as a separate account. Our partnership combines Trinity’s unique Catholic investing experience with Dana’s portfolio management, trading, and operational experience, resulting in a lineup of quality investments for Catholic institutions. Our hope is to unite investors in an effort to influence society, and especially corporations, to be responsible citizens by respecting the dignity of human life, supporting and protecting families, and safeguarding the environment. For more information, please call (877)334-1283.
Last Updated ( Saturday, 12 December 2009 )

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