Stance Capital

Newsroom

Press resources, founder bios, fast facts, and media contact for Stance Capital.

About Stance Capital

Stance Capital is a Boston-based quantitative investment manager founded in 2016. The firm was founded on the conviction that values alignment and disciplined portfolio construction can be pursued together, grounded in independent analysis of what companies do, not what they report. Criteria vary by strategy and are built on independently verified company-level data. The firm operates two strategy platforms: Stance Strategies, which uses a systematic rules-based process, and Stance KB Biodiversity Strategies, a PM-led platform focused on biodiversity and natural capital. Stance Capital is an SEC-registered investment advisor.

Fast Facts

2016

Founded, Boston MA

8

Years GIPS verified

6,000+

Companies screened globally via Corporate Knights

5

Distribution platforms including Fidelity, Schwab, and LPL

Leadership

Bill Davis
Co-Founder
Managing Director

Bill founded Stance Capital to bring to market investment portfolios that mitigate material environmental, social, and governance risks and seeking to generate excess returns while at the same time allowing investors to align their portfolios with their belief systems. Prior to forming Stance Capital, Bill was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014. Prior to co-founding Empirical, he was the founder and CEO of Ze-gen, a venture and private equity backed renewable energy company. Bill received a B.A. from Connecticut College, and his career in business has included serving as CEO or founder of numerous companies including Database Marketing Corporation, Holland Mark, and Cambridge Brand Analytics. He serves on the Board of Ceres and leads a shareholder engagement effort within Climate Action 100+, a collaborative effort between United Nations Principles of Responsible Investment (UNPRI) and Ceres.‍

Kyle Balkissoon
Co-Founder
Managing Partner

Kyle co-leads portfolio management across all Stance strategies and heads quantitative research for the Stance strategy platform, applying machine learning and advanced portfolio construction methods to systematic sustainable equity. Before Stance he led Cognitive Forecasting at IBM, developing large-scale forecasting systems for enterprise clients across sales, demand, crop yield, and advertising. He also led sustainability research at Corporate Knights Capital, the origin of Stance's data partnership. Kyle holds an M.Sc in Financial Markets from EDHEC and dual degrees in Mathematical Sciences and Economics from McMaster University.

Media contact

For press inquiries, interview requests, or story ideas, reach out directly at press@stancecap.com.

Media assets

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