Bill Davis – Stance Capital

London office skyscrapper buildingBusiness office building in London, EnglandBusiness office building in London, England, UKBusiness office building in London, England: SONY A7, lens Canon 17-40 L.

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.

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.

Section 351 Contributions Webinar

On July 31st, 2024 Stance Capital hosted a webinar on Section 351 Exchanges. The webinar was titled How Equity Investors Can Achieve Tax-free Diversification from Highly-appreciated Listed Securities: Decoding Section 351 Exchanges.

Stance’s Q2 2024 Performance Summary

Stance Capital at a Glance: Performance Update Q1 2024

Index Diversification Risks

Around the same time as the rock band The Who sang “meet the new boss, same as the old boss” indexing was already becoming a thing in the investment world. Today, the old boss is now the new boss and the benefits supposedly derived from indexing have withered under its own success.

Stance Capital on Why the Financial Times is Wrong

Founder, Managing Partner Bill Davis and Portfolio Manager Kyle Balkissoon take on Robert Armstrong and The Financial Times on their heavily opinionated piece on ESG. Read more below on why Stance Capital says the Financial Times is wrong.