RBB’s Advisor ‘Stance Equity ESG Large Cap Core ETF’ Nominated Newcomer/ESG ETF of the Year
12 October 2021 - 11:00PM
Business Wire
The RBB Fund, Inc, a pioneer of the independent series trust, is
proud to announce that one of its newest advisors, Stance Capital,
and its Stance Equity ESG Large Cap Core ETF (NYSE: STNC) was
recently shortlisted for Newcomer/ESG Impact ETF of the Year award
by Fund Intelligence’s Mutual Fund Industry and ETF Awards. But ESG
investing is nothing new for Stance Capital, whose track record
dates to 2014.
“Stance Capital has dispelled the notion that investing in
companies with strong ESG indicators will lead to
underperformance,” said Arnold Richman, Chairman of RBB. “We
expected big things from Bill Davis and his team, and once again
they have come through.”
Founded by Bill Davis, Stance Capital 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.
By partnering with RBB, Stance converted certain of its
separately managed accounts (SMA) into the Stance Equity ESG Large
Cap Core ETF (NYSE: STNC), thus offering their strategy to a wider
investor base at a more affordable cost. Additionally, the
transition remains one of the first SMA to ETF conversions in the
investment community.
“RBB’s leadership and knowledge with the conversion, combined
with its overall platform has allowed us to focus on managing our
portfolio without having to give a second thought to operations,”
said Bill Davis, founder and portfolio manager at Stance Capital.
“We believe that with proper portfolio construction, values
alignment will prove to be a free option for investors. RBB gives
us the opportunity to focus on the portfolio and our
shareholders.”
About The RBB Fund, Inc.
The RBB Fund, Inc., the first organized multiple series trust
founded in 1988, is a registered open-end investment company
organized as a series trust. RBB is a turnkey ETF and Mutual Fund
solution which permits an investment advisor to focus on its core
competency of asset management and shifts responsibility for the
establishment, servicing, and corporate governance of funds to RBB.
RBB oversees approximately $18 billion in assets, supporting nine
unaffiliated advisors, over 20 unaffiliated subadvisors, and over
40 mutual fund or ETF offerings. For more information, please go to
www.rbbfund.com
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.
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 S&P 500® Index 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 the strategy’s performance and does not
predict or depict performance of the strategy. While index
comparisons may be useful to provide a benchmark for the strategy’s
performance, it must be noted that investments are not limited to
the investments comprising the index. The strategy benchmark index
is unmanaged and cannot be purchased directly by investors.
The Stance Equity ESG Large Cap Core ETF is distributed by
Vigilant Distributors, LLC, member of FINRA and SIPC
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Media Inquiries: Lyceus Group Tucker Slosburg
206.652.3206 tslosburg@lyceusgroup.com
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