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Epiphany ESG Fund, ESG

Clearing Up the ABCs of ESG

While ESG interest is undoubtedly on the rise, the category hasn’t reached its full growth...
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Small Cap, Large Cap

Pandemic Could Accelerate ESG Interest

With fund inflows nearly quadrupling to a record $20.6 billion in 2019¹, ESG interest has clearly...
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Small Cap, Large Cap

A Couple Tailwinds We Believe Are Poised to Blow in Active Managers’ Favor

The arguments in favor and against active management are too long to tackle in a single blog post –...
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Small Cap, Large Cap

Are Small Caps Poised to Lead Again?

While 2020 has been rough for all stocks, the pain has been most acute among small caps. As of...
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Small Cap, Large Cap, Long Term Investing, Equity Investing

Five Stats to Keep Clients Invested Through a Volatile Market

It’s a natural reaction to every bear market. As stocks plummet, clients start wondering whether...
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Small Cap, Large Cap, Long Term Investing, Equity Investing

2020 Performance Underscores Futility of Sector Bets

As 2019 ended, the backdrop for the energy sector looked relatively solid. Oil prices were up more...
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