Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
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Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital
YourStake, YourStory
31 minutes 13 seconds
1 year ago
Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital
In this episode of Your Stake, Your Story, we sit down with Bill Davis, founder and portfolio manager at Stans Capital. Bill shares his unique journey from working in the direct mail industry to founding an investment firm that prioritizes environmental, social, and governance (ESG) risks. He discusses how Stans Capital enables investors to generate excess returns while aligning their investment portfolios with their personal values. Bill also touches on his role at Ceres, where he chairs the Ceres President's Council, and offers insights into the importance of values-based investing. Join us for an engaging conversation about the intersection of belief systems and investment strategies, and learn how Bill's unexpected career path led him to become a leader in sustainable investing.
YourStake, YourStory
Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
