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Small Cap, Large Cap, Epiphany ESG Fund, Equity Investing

Top-Heavy & Troubling: S&P 500 Bears Extreme Concentration Risk

The S&P 500 bears an extreme risk: too few stocks account for too much of its weight. The index is...
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Equity Investing, ESG

Health Care Sector Calls for Valuation Discipline

Innovation within the biotechnology, medtech and diagnostics industries makes the health care...
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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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