Our Mission: Build investment products through data and technology that allow our clients to invest in companies that share their values while maximizing performance.

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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.

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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.

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Our Investment Process

Values Alignment

Our values alignment process first eliminates all weapons, tobacco, and fossil fuels. It then ranks and retains top industry performers by industry group peers and removes all firms found on NGO sanctions lists.

Security Selection

Our proprietary machine learning model uses fundamental financial data from filings as well as historical market data to gather best in class fundamentally scored securities.

Risk Optimization

Our risk optimization model gathers the overlap of the values alignment and security selection processes and combines proprietary parameter forecasting techniques with innovative optimization techniques to weigh passing securities.

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