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Small Cap, Large Cap

[Chart of the Month] Net Outflows and the Unloved Bull Market

When people think of economic recoveries and the bull markets that tend to follow, it’s easy to...
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Small Cap, Large Cap

A Look Inside the Process at Dana: Sector-Neutral, Equal-Weighted Positions and Downside Protection

When looking at the table below, the only real takeaway is that it’s been nearly impossible to...
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Small Cap, Large Cap

Evaluating Active Managers’ Recent Performance and Downside Participation

In S&P Dow Jones Indices’ most-recent annual report of active managers’ relative performance...
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Epiphany ESG Fund

How ESG Can Help Your Practice as an RIA

For advisors, having the option to sit down and speak with a client about a topic that is important...
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Long Term Investing, Hedge Funds

Who’s Winning? Strategic Versus Tactical Investors

Although volatility hasn’t been as pronounced as in past years (we recently penned a blog on this, “
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Epiphany ESG Fund

Three ESG Questions RIAs Should Be Asking Managers

As RIAs put more and more thought into hiring managers who incorporate environmental, social and...
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