About Us
We took a critical evaluation of the ESG industry and found three key flaws that we aim to solve:
- Ethical Consistency: Aligning capital with client values is generally not being done in a thoughtful or consistent manner
- Value for fees: Many PMs are NOT adequately active for the level of fees they generate
- Risk Management: Risk efficiency is arguably a large source of out-performance that is not properly implemented
Given the rise of disclosure of ESG metrics we are able to take advantage of advances in big data, distributed cloud compute, machine learning and artificial intelligence to help our clients achieve their investment objectives. We have built a fully data-driven and systematic approach to Investing that gives quantifiable impact and performance metrics for our clients.
We started Stance Capital to dispel the notion that investing in companies that show strong performance on ESG indicators will lead to under-performance.
Since inception of our flagship strategy, we have demonstrated that investors can outperform after fees, with less risk and invest in companies they can be proud of holding.
OUR MISSION: TO OUTPERFORM THE MARKET, INVEST IN GOOD COMPANIES
Bill Davis
Mr. Davis founded Stance Capital to bring to market investment portfolios that mitigate material environmental, social, and governance risks and generate excess returns, while at the same time allowing investors to align their portfolios with their belief systems.
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Founding partner, Portfolio Manager
Firm Responsibilities:
Portfolio Management
Relationship Management
Business Management
Firm History:
Founder of Firm (2016)
Portfolio Manager since inception (2014)
Selected Prior Experience:
Empirical Asset Management – Managing Director
ZE-gen – CEO and Founder
Education:
BA: Connecticut College
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Teaching & Guest Lectures:
Columbia University
Harvard College & Harvard Business School
MIT & MIT / Sloan
Vanderbilt University
Social Impact:
Board Member: Ceres, Children’s Environmental Literacy Foundation
Advisory Boards: Seven Hills Global Outreach, Ceres President’s Council
Kyle Balkissoon
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Partner, Portfolio Manager
Firm Responsibilities:
Portfolio Management
Development of security selection and risk management models
Analytics
Firm History:
Stance Capital Partner since Founding (2016)
Developer of models since inception (2014)
Full time with Stance & Portfolio Manager since 2020
Selected Prior Experience:
IBM – Head of Cognitive Forecasting
IBM – Managing Strategy Consultant and Data Scientist
Corporate Knights Capital – Director of Quantitative Strategy
Capital One – Sr Data Scientist
Education:
M.Sc Financial Markets – EDHEC Business School
B.A. Honours Economics – McMaster University
B.Sc Mathematical Sciences – McMaster University
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