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Press Release
EPIPHANY FUND ANNOUNCES A CHANGE IN INVESTMENT STRATEGY
Fort Worth, Texas March 5, 2008 – Effective immediately, the Epiphany Core Equity Fund will change its investment strategy to track the Faith and Family Values 100 Index (FFV 100), a sector neutral, market cap weighted index comprised of the 100 largest U.S.-based companies who pass stringent moral and ethical standards. In addition, the fund name will change to the Epiphany Faith and Family Values 100 Fund.
Adam Auten, Portfolio Manager of the Epiphany Fund, said “Our goal in shifting to a passive strategy for the fund is to provide market returns without compromising moral principles. We view the FFV 100 Index as a Catholic version of the S&P 500.”
FULL PRESS RELEASE
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Invest Catholic
Listen to Adam Autin, Founder of Trinity Fiduciary Partners, LLC speak about the basics of investing, socially responsible investment guidelines, and the Epiphany Faith and Family Values 100 Index”
Click here for audio introduction (4MB .mp3 file) |
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Invest Catholic
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