Quantitative investing. Values you can verify.
Stance Capital is a Boston-based quantitative investment manager. Founded in 2016.
Our Founding Thesis
Values alignment and investment performance are not in conflict.
Stance was built on the simple conviction that rigorous analysis of what companies actually do, not what they report, supports both values alignment and sound portfolio construction. Those two goals are the same objective.
Three structural problems we set out to address.
Commercial sustainability ratings reward disclosure over substance and routinely include fossil fuel producers in sustainable portfolios as long as they rank well against sector peers. Stance uses data that measures what companies do, not what they report.
Stance strategies are built on weighting structures that deliberately diverge from market capitalization. Portfolios are designed to look and behave differently from conventional benchmarks, not be variations of them.
Modeling future relationships between positions is one of the most significant levers in portfolio management. At Stance, risk efficiency is a core component of construction across every strategy.
The team
How We Invest
Two platforms. One research standard.
Both platforms start from the same conviction: that rigorous, data-driven analysis of what companies actually do produces better portfolios. The investment process differs by platform.
Screens proprietary criteria using independently verified company data, with methodology varying by strategy. Construction is rules-driven: equal weight for Sustainable Beta, risk-optimized for other strategies. Stance does not use commercial sustainability ratings as the basis for security selection.
Portfolio managers apply individual company assessment informed by conservation science and structured biodiversity data. Construction reflects conviction rather than formula. Designed for investors whose mandate extends beyond financial return to the condition of natural capital.
Affiliations & Partners
Both platforms depend on research partnerships, independent certification, and shareholder engagement that go beyond what the firm builds internally.
Stance is a signatory to the Finance for Biodiversity Pledge, committing to protect and restore biodiversity through its investment activities. The pledge unites financial institutions globally in applying biodiversity considerations across portfolios and engaging companies on nature-related risks.
Bill Davis serves on the Ceres Board and leads Stance's participation in Climate Action 100+, engaging the world's largest corporate greenhouse gas emitters on climate risk and governance. Stance is a UNPRI signatory.
Nonprofit shareholder advocacy organization. Stance engages with As You Sow on proxy voting and shareholder resolutions across areas including climate, deforestation, and corporate governance.
Stance's carbon offset source for the Sustainable Beta strategy. HGX regenerative agriculture offsets, verified by BeZero, pay American farmers $70 per acre for soil carbon sequestration across 3 million+ enrolled acres.
Independently calculates and certifies the carbon neutrality of the Stance Sustainable Beta strategy each year. Stance purchases all required offsets at no cost to investors. Subject to annual renewal.
Provides the sustainability data underlying Stance's factor selection across all strategies. Methodology measures sustainable revenue and capital investment using a published, open-source approach covering 6,000+ global companies. Global 100 ranking announced at the World Economic Forum in Davos since 2005.
The strategies. The data.
The conversation.
Learn about our strategies. If our approach fits what you're looking for, reach out we'd love to hear from you.