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Small Cap (10)

Small Cap, Large Cap

A Tour of the World’s Economies and a Case for U.S. Equities

It seems like the fourth quarter’s stock market selloff just happened yesterday, but we’ve already...
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Small Cap, Large Cap, Epiphany ESG Fund

How Successful Equity Investors Avoid Common Pitfalls

Over the years, you may have noticed certain traits of successful equity managers, and certain...
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Small Cap, Large Cap

What’s Trending? ESG Investing

Wayne Gretzky, the great hockey player, said, “I skate to where the puck is going to be, not where...
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Small Cap, Large Cap

What a difference three months can make….

With the turn of a calendar, it appears all fortunes have changed for the better. 2019 has had a...
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Small Cap, Large Cap

The Arithmetic Behind Drawdowns and Recoveries

Most advisors and investors have at some point stumbled upon Warren Buffet’s “rules of investing.”...
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Small Cap, Large Cap

Why Equal-Weighted Positions Can Help Minimize Drawdowns

The majority of actively-managed equity funds that exist today utilize conviction-weighted position...
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