OUR MISSION:
To Outperform the Market While Investing in Good Companies
Mega Trap 2025?
As 2025 gets underway, here are a few facts with potentially unsettling implications. The first is that the top 10 companies in the S&P 500 Index by cap weight account for 37.32% of the overall index.
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Stance’s Q3 2024 Performance Summary
Stance Capital at a Glance: Performance Update Q3 2024
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The Global Shift Towards Clean Energy
We are witnessing a pivotal moment for the fossil fuel industry, historically a cornerstone of global energy. However, the viability of this sector as a sound investment is rapidly diminishing for several compelling reasons.
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About Us
Our Investment Process
Values Alignment
Our values alignment process first eliminates all weapons, tobacco, and fossil fuels. It then ranks and retains top industry performers by industry group peers and removes all firms found on NGO sanctions lists.
Security Selection
Our proprietary machine learning model uses fundamental financial data from filings as well as historical market data to gather best in class fundamentally scored securities.
Risk Optimization
Our risk optimization model gathers the overlap of the values alignment and security selection processes and combines proprietary parameter forecasting techniques with innovative optimization techniques to weigh passing securities.
Our Strategy
Stance Equity ESG Large Cap Core
Proving that with proper portfolio management, values alignment is free.
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Clean Energy
3X the SP500
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Women in Leadership
20% higher than average of SP500
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Low Carbon Footprint
20-50% lower carbon profile
Our Team Experts
We help investors take a stance with their capital
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