Investment Process

Epiphany uses both in-house equity management and sub-advisors.

Epiphany manages large-cap equities, small/mid-cap equities and income investments.  Our investment philosophy is to provide competitive returns for both investment and moral returns.  We strive to have returns competitive against all funds in our category including non-screened options.

Epiphany uses an integrated investment process for all the funds.  Portfolio characteristics are set and companies that fail the screening are replaced with like companies with similar characteristics.  The FFV Scorecard™ is prudent, defined, and objective and maintained on each investment.

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