SMA-focused shop expands product suite through Blue Tractor wrapper
BOSTON–(BUSINESS WIRE)–$STNC #ESG–Stance Capital, a pioneer in quantitative ESG investing and research, is proud to announce the launch of the Stance Equity ESG Large Cap Core ETF (NYSE: STNC). The fund will be a series of The RBB Fund Inc. and will use Blue Tractor’s Shielded Alpha® ETF wrapper.
Stance Capital, founded by Bill Davis in 2016, offers a differentiated approach to ESG investing. Its active, semi-concentrated strategy, with a proprietary machine learning model and risk optimization overlay, was previously only available in separately-managed-accounts and through model delivery.
“We started Stance Capital to dispel the notion that investing in companies with strong ESG indicators will lead to under-performance,” said Davis. “We believe that with proper portfolio construction, values alignment is a free option for investors.”
Stance selected The RBB Fund Inc., as the fund’s platform, in part because RBB’s affiliation with Blue Tractor allows for the use of Blue Tractor’s Shielded Alpha® solution, which offers investors all the benefits of an ETF – lower trading costs, greater tax efficiency and intra-day trading liquidity – while also safeguarding Stance’s portfolio management and trading strategy.
“In partnering with RBB, we found a platform willing to work with our needs and create a custom solution to suit our growing client base,” Davis said. “We are excited to offer a unique approach to ESG investing, one that is ‘core’ by design, with far less dependence on mega-cap tech companies than most ESG strategies are providing today.”
“We are thrilled to be working with Stance Capital and assisting them in bringing their separately managed account composite, which has outperformed the S&P 500 over the past seven years, to the market in an ETF structure,” said Arnold Reichman, Chairman of the RBB Board.
About Stance Capital
Stance Capital is a Boston-based, SEC- Registered Investment Advisor, specializing in quantitative ESG (Environmental, Social, Governance) asset management and research. Stance manages separately managed accounts for institutions and high net worth individuals. Stance also participates in model delivery across a range of platforms. Since 2014, Stance Capital has demonstrated top decile performance after fees with less risk while at the same time investing in companies with strong ESG metrics. Our Mission: To outperform the market, invest in good companies. For more information, please visit www.stancecap.com.
About The RBB Fund, Inc.
The first organized multiple series trust founded in 1988, The RBB Fund, Inc. is a registered open-end investment company organized as a series trust under Maryland law. RBB is a turnkey solution which permits the advisor to focus on its core competency of asset management and shifts responsibility for the establishment, servicing, and corporate governance of funds to RBB. Today, RBB oversees approximately $15 billion in assets, supporting nine unaffiliated advisors, over 15 unaffiliated sub-advisors, and over 30 mutual fund or ETF offerings. For more information, please go to www.rbbfund.com.
About Blue Tractor Group
Blue Tractor Group, LLC develops proprietary solutions to facilitate novel exchange-traded fund products. Blue Tractor’s Shielded Alpha® ETF structure (patent pending) permits active fund management within an ETF wrapper, while protecting an advisor’s proprietary alpha strategy. Blue Tractor has licensing agreements in place with a number of leading advisors and fund administrators, and more information is available at www.bluetractorgroup.com.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS
Stance Capital LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Stance Capital has been appointed as a sub-adviser to the Stance Equity ESG Large Cap Core ETF.
Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.
Before you invest in the Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, changes, and expenses. You may obtain a copy of the prospectus by visiting www.stancefunds.com. The prospectus should be considered carefully before you invest or send money.
The content of this web site is intended for information purposes only. No portion of the content should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the solicitation or offer would be deemed unlawful under the securities laws of such jurisdiction.
Stance Equity ESG Large Cap Core ETF Risks: Investing involves risk. Principal loss is possible. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the funds. Brokerage commissions will reduce returns. The Funds are “non-diversified,” so they may invest a greater percentage of its assets in the securities of a single issuer. As a result, a decline in the value of an investment in a single issuer could cause the Funds’ overall value to decline to a greater degree than if the Funds held a more diversified portfolio.
The S&P 500® is a market-capitalization-weighted index designed to measure the performance of 500 large-cap U.S. companies. Index performance is discussed for illustrative purposes only as a benchmark for each strategy’s performance and does not predict or depict performance of that strategy. While index comparisons may be useful to provide a benchmark for a strategy’s performance, it must be noted that investments are not limited to the investments comprising the indices. Each of the strategy benchmark indices are unmanaged and cannot be purchased directly by investors.
The Stance Equity ESG Large Cap Core ETF is distributed by Vigilant Distributors, LLC.
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