Stance Capital Named to ‘Best ESG Investment Fund: US Equities’ Shortlist by ESG Investing

BOSTON–(BUSINESS WIRE)–Stance Capital, LCC (Stance Capital), an investment firm that specializes in quantitative environmental, social, and governance (ESG) asset management and research, announced today that it has been shortlisted for the ‘Best ESG Investment Fund: US Equities’ award category as part of The ESG Investing Awards 2023.

“We started Stance Capital to dispel the notion that investing in companies that show strong consistencies on ESG indicators will lead to under-performance,” said Portfolio Manager Bill Davis. “Through our structured approach, and with the aid of our risk optimization model specifically, we have proven that outperformance can indeed be generated by an ESG fund in 2022. We are extremely honored and grateful to be considered for this prestigious award.”

The Stance Equity ESG Large Cap Core ETF (Stance Equity) is a systematic, GIPS-verified strategy that has outperformed the S&P 500 Total Returns Index year-to-date, over 1-year, 3-year, and 5-year periods, and since inception almost nine years ago. On a net basis, historical beta is 0.81, downside capture is 73.9%, and alpha is 2.84%. Stance Equity has produced this performance while being free of fossil fuels, weapons, and tobacco.

“Our team at Stance Capital has worked extremely hard. To be shortlisted for this distinguished award is proof that our work is paying off,” said Portfolio Manager Kyle Balkissoon. “Our unique approach to portfolio construction continues to show investors that ESG funds can deliver consistent outperformance. We plan to build on that success throughout 2023.”

About Stance Capital, LLC

Stance Capital was formed in July of 2016 with a track record that predates the firm’s launch. Founding partners Bill Davis and Kyle Balkissoon strive to prove the point that with proper portfolio construction, values alignment can be a free option for investors. Stance has accomplished this through a three-part approach to portfolio construction: ESG factor assembly, machine learning model, and risk optimization. Learn more at stancecap.com.

Contacts

Lyceus Group

Rob Jesselson

(847) 345-0278

rjesselson@lyceusgroup.com

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