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Posts about

Epiphany ESG Fund

Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

ESG Strategies: You Asked, We Answered

With more than $50 billion flowing into ESG strategies in 2020, and more than 350 different...
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Large Cap, ESG Fund, Epiphany ESG Fund, Long Term Investing, Equity Investing

Five Stats That Put Innovation and Disruption in Perspective

Disruption and innovation are the very fabric of the American economy. So it’s little wonder that...
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Small Cap, Large Cap, ESG Fund, Epiphany ESG Fund, Equity Investing, Faith-Based Investing, Value Investing

One Year Lookback: Reflections on Operating Through the Pandemic

It’s now been a year since COVID-19 shuttered many businesses, forced stay-at-home orders for...
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Small Cap, Large Cap, ESG Fund, Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing

Taking Stock of 2020: Reflective Questions for Advisors and Clients

If there were ever a year to have a reflective conversation with clients, 2020 is it. From the...
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Small Cap, Large Cap, ESG Fund, Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing

For Markets, What Comes After Election Results and Vaccine?

In the past two weeks, investors got a lot more clarity on two of the largest clouds hanging over...
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ESG Fund, Epiphany ESG Fund, Value Investing, ESG

Where are Advisors on the ESG Adoption Curve?

To say ESG has hit an inflection point would be putting it mildly. Flows into sustainable funds...
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