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Value Investing (2)

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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Small Cap, Large Cap, Epiphany ESG Fund, Equity Investing, Faith-Based Investing, Value Investing, ESG

One Year Lookback: Reflections on Operating Through the Pandemic

It’s now been a year since COVID-19 shuttered many businesses, forced stay-at-home orders for...
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Value Investing, ESG

Key Implications and Takeaways from the GameStop Phenomenon

The retail trading phenomenon driving up shares of GameStop, AMC and a few other stocks has become...
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Value Investing, ESG

ESG in 2021: More Client Interest, More Strategies to Choose From

ESG interest reached a tipping point in 2020, now accounting for a third of the $51.4 trillion in...
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Small Cap, Large Cap, Long Term Investing, Equity Investing, Value Investing

Tech Sector Outlook: Look Beyond FAANG

Editor’s Note: Our technology sector outlook is part of a regular series sharing our views on...
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