STANCE CAPITAL -- PRESS BOILERPLATE
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ABOUT STANCE CAPITAL (long form)

Stance Capital is a Boston-based quantitative investment manager founded in 2016. The firm was founded on the conviction that values alignment and disciplined portfolio construction can be pursued together, grounded in independent analysis of what companies do, not what they say. The firm operates two strategy platforms: Stance Strategies (systematic, rules-based) and Stance KB Biodiversity Strategies (PM-led, biodiversity-focused). Each strategy platform applies its own proprietary screening methodology, tailored to its investment approach. Stance Capital is an SEC-registered investment advisor.

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STANDARD BOILERPLATE (press release end-cap)

About Stance Capital: Stance Capital is a Boston-based quantitative investment manager and SEC-registered investment advisor, founded in 2016. The firm operates two strategy platforms: Stance Strategies (systematic, rules-based) and Stance KB Biodiversity Strategies (PM-led, biodiversity-focused). For press inquiries: press@stancecap.com

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BILL DAVIS (press-ready bio)

Bill Davis founded Stance Capital in 2016 to bring rigorous, data-driven investment portfolios to market that address material sustainability risks. Prior to Stance, he was co-founder and Managing Director of Empirical Asset Management, where he launched EAM Sustainable Equity in 2014. Earlier in his career he founded Ze-gen, a venture-backed renewable energy company, and held CEO roles at Database Marketing Corporation, Holland Mark, and Cambridge Brand Analytics. Bill serves on the Board of Ceres and leads Stance's participation in Climate Action 100+. B.A., Connecticut College.

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KYLE BALKISSOON (press-ready bio)

Kyle Balkissoon co-leads portfolio management across all Stance strategies and heads quantitative research for the Stance strategy platform, applying machine learning and advanced portfolio construction methods to systematic sustainable equity. Before Stance he led Cognitive Forecasting at IBM and sustainability research at Corporate Knights Capital, the origin of Stance's data partnership. M.Sc in Financial Markets, EDHEC. Dual degrees in Mathematical Sciences and Economics, McMaster University.
