Stance Capital Named to PSN Top Guns List of Best Performing Strategies for Q2 2022

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

BOSTON--(BUSINESS WIRE)--Stance Capital announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Stance Capital has done remarkable work and we are pleased to include them as a top performer.”

Stance Capital offers a differentiated approach to ESG investing. Its active, semi-concentrated strategy, with a proprietary machine learning model and risk optimization overlay, invests in exchange-traded equity securities of U.S. large capitalization issuers that meet Stance Capital’s ESG standards. In Q2 of 2022, the Stance Equity Large Cap Core strategy outperformed the S&P 500 index by 542 basis points, net of fees. The firm has seen net outperformance v. SP 500 TR, YTD, over 1, 3, 5 years and since inception 8.5 years ago with less risk and volatility.

“We couldn’t be more excited to land on the PSN Top Guns List,” said Stance Capital Portfolio Manager Bill Davis. “At Stance Capital, our mission is to outperform the market and invest in good companies. Our team and strict investment process, built on values alignment, security selection, and risk optimization has proven we can achieve our goals.”

Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.

Stance Capital’s ESG Large Cap Core ETF was awarded Top Gun 3 and 4-star ratings. To receive a Top Gun 3-star rating, the strategy had one of the top ten returns for the three-year period in their respective strategy. To earn a 4-star rating, the firm had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.

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 inception, Stance Equity ESG Large Cap Core has demonstrated top decile performance after fees with less risk while at the same time investing in companies with strong ESG metrics. For more information, please visit www.stancecap.com.

About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [e-mail]. Visit PSN online to learn more.