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Large Cap (4)

Small Cap, Large Cap, Epiphany ESG Fund

Explaining the Disconnect Between Stocks and the Economy

In recent conversations with clients, we are getting fewer questions about our economic outlook....
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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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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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