Our Strategy

Equanimity Partners' investment process combines insights derived from macroeconomic themes, fundamental security analysis, sustainability analysis and customer engagement analysis. By evaluating a broader set of data than that associated with traditional financial analysis, we seek to identify sources of long-term value creation for the benefit of our partners and shareholders. 

• Top Down Analysis
  Begin with a global macro view to identify investment trends and themes the Investment Management Team believes represent the most compelling growth opportunities. 
• Financial Analysis
  Identify companies determined to offer above-average relative growth rates, sound business models, strong competitive positioning and attractive valuations. 
• Sustainability Analysis
  Evaluate companies’ Environmental, Social and Governance (ESG) performance in order to help us assess their long-term growth potential and risk profile. 
• Customer Engagement Analysis
  Evaluate companies’ exhibited performance to engage customers through product and service delivery. Companies with long-term viability in the current operating environment must consistently delight their customers to maintain and grow customer base.  
  
• Portfolio Construction and Management
  Within the parameters of Partnerships’ benchmark, build, monitor and periodically adjust a portfolio of securities and private investment opportunities based on investment themes and companies’ risk and return characteristics.