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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. 
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  • 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.
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