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Stance Equity ESG Large Cap Core

Proving that with proper portfolio management, values alignment is free.

Clean Energy

3X the SP500

Women in Leadership

20% higher than average of SP500

Low Carbon Footprint

20-50% lower carbon profile

No Weapons

This is revenue tested

No Tobacco

Period

No Thermal Coal

Period

Values

Stance Equity ESG Large Cap Core is a quantitative, actively managed, U.S. large cap strategy. Initially we identify companies that successfully manage sustainability‐related key performance indicators (KPIs) such as energy productivity, carbon intensity, water dependence, and waste profile. Additional KPIs relating to governance include capacity to innovate, unfunded pension fund liabilities, CEO/average worker pay, safety performance, employee turnover, leadership diversity, percentage tax paid, and % bonus linked to sustainability performance.

Excluded from consideration are companies engaged in weapons, tobacco, or thermal coal, as well as companies where women are not meaningfully employed in senior management and board positions.

Our data sources for our ESG value alignment process can be seen on the right.

Fundamentals

The second process within Stance Equity tests fundamental financial and risk factors for statistical significance as generators of alpha. The factors compete for inclusion on an annual basis and are adjusted based on accumulated learning. The resulting portfolio represents the intersection of the first two processes. The final process optimizes the portfolio to maximize diversification and reduce correlation. The portfolio is re-optimized and re-balanced to maintain its edge over competitors.

Stance Capital, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Securities and Exchange Commission, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

To obtain a compliant presentation and the firm’s list of composite descriptions, email bdavis@stancecap.com.