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Large Cap

Small Cap, Large Cap

Making the Argument for Sector Neutrality

(Originally published June 27, 2019 and updated November 20, 2024) One of the most-common questions...
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Small Cap, Large Cap, Wealth Management

Pros and Cons: Quantitative Versus Fundamental Analysis

Of the thousands of mutual fund managers in operation today, there are countless opinions on...
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Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, ESG

Five Stats That Put Innovation and Disruption in Perspective

Disruption and innovation are the very fabric of the American economy. So it’s little wonder that...
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Small Cap, Large Cap, Equity Investing, Value Investing

A Year from the Market Trough: 3 Trends and 3 Takeaways

Last week marked a year since U.S. stock markets reached their trough, a period that saw the S&P...
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Small Cap, Large Cap, Equity Investing, Value Investing

Calling All Book Lovers – Spring Reading List

Spring is in the air which means one thing, it’s time for the annual tradition of Spring Break!...
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Small Cap, Large Cap, Equity Investing, Value Investing

March Madness: Seeding the Forces Affecting Stocks, Economy

After a pandemic-related hiatus last year, we are excited to see the return of March Madness. For...
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