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Large Cap (7)

Small Cap, Large Cap, Value Investing, ESG, Year in Review

A Decade in Review - Central Banks Take the Wheel

As we approach a new decade, we’d like to take a moment to reflect on some of the most memorable...
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Small Cap, Large Cap, Value Investing

Is Value Investing Back in Vogue?

An interesting dichotomy has developed between the collective psychology of investors and market...
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Small Cap, Large Cap, Equity Investing

How Heightened Cash Levels Could Prolong the Equities Bull Market

Asset flows into money market funds have accelerated considerably since the selloff in late 2018,...
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Small Cap, Large Cap, Equity Investing, Downside Protection

Is there a Bubble in Passive Investments?

Michael Burry, whose firm Scion Asset Management made approximately 489% betting against the...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, SRI, ESG

2 Wrong Ways to Invest in ESG and SRI

As demand for environmental, social and governance (ESG) and socially responsible investing (SRI)...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Downside Protection, ESG

Advisors Year-End Checklist – Are You Prepared?

Can you believe Labor Day is behind us? With the end of the year approaching, here is a checklist...
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