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.

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.
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.
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.
In case you missed it, you can view a recording of our webinar, “Stance Capital: The Evolving Role of Sustainable Investing” here.
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.
Watch as Bill Davis, our Managing Director and Portfolio Manager, talks about how Stance Capital focuses on ESG investments.