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Equity Investing (8)

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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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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Small Cap, Large Cap, Long Term Investing, Equity Investing

Downside Protection Isn’t Measured in Days

The only thing more striking than the depth of the recent market rout is its speed. It took the S&P...
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Small Cap, Large Cap, Long Term Investing, Equity Investing

Market Volatility Offers Investors a Reminder: Quality Counts

With stocks crossing into bear market territory, it’s been a tough period for equities. But credit...
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