Our numbers speak for themselves

Our numbers speak for themselves

Our numbers speak for themselves

Invest in private market products that add diversification and uncorrelated returns to your portfolio.

Invest in private market products that add diversification and uncorrelated returns to your portfolio.

Invest in private market products that add diversification and uncorrelated returns to your portfolio.

12,000+

Strategies analyzed

0.1%

Strategies selected

$100m+

Assets under management

+19%

Outperformance vs. S&P 500 in 2022

12,000+

Strategies
analyzed

0.1%

Strategies
selected

$100m+

Assets under management

+19%

Outperformance vs. S&P 500 in 2022

12,000+

Strategies analyzed

0.1%

Strategies selected

$100m+

Assets under management

+19%

Outperformance vs. S&P 500 in 2022

Big Data Meets Alternative Investments

Big Data Meets Alternative Investments

Of the over 12,000 funds we have data on, fewer than 200 meet the following criteria:

Of the over 12,000 funds we have data on, fewer than 200 meet the following criteria:

Of the over 12,000 funds we have data on, fewer than 200 meet the following criteria:

8+ year track record

CUMULATIVE RETURN

Growth Fund

688.57%

S&P 500 Index

443.49%

Greater than 10% annualized returns*

Annualized Return

Growth Fund

18.78%

S&P 500 Index

15.15%

Less than 15% volatility 

Annualized Volatility

Growth Fund

6.21%

S&P 500 Index

13.84%

Low or no correlation to the S&P 500

Compared to S&P 500

Growth Fund

0.18

S&P 500 Index

-

*Historical performance (2010 to 2021) of the underlying investments in the Growth Fund, net of all fees.

4

Our Funds

Growth + Income

<30 seats remaining

Created with a goal to grow your principle through a low volatility fund that minimizes correlation to public markets. Returns are generated by a diversified blend of the top 1% performing private fund managers that were evaluated by Equi’s proprietary data platform and further screened by our asset management team.

Targeted Total Return

10-14%

Minimum Investment

$250,000

Liquidity

Quarterly*

*with 90 days notice

Growth

<5 seats remaining

Created with a goal to compound wealth with low correlation to public markets. Returns are generated by a diversified blend of top 1% performing private fund managers based on our strict screening criteria combined with an active risk management & hedge program.

Created with a goal to compound wealth with low correlation to public markets. Returns are generated by a diversified blend of top 1% performing private fund managers based on our strict screening criteria combined with an active risk management & hedge program.

Targeted Total Return

13-17%

Minimum Investment

$250,000

Liquidity

Quarterly*

Special Opportunity

$30m remaining

Our asset management team will occasionally identify excellent third party vehicles and bring those products to Equi investors.


Why We Chose This Product: This Manager employs a niche strategy that uses both debt and equity, and seeks to protect against downside while also participating in equity upside. The strategy is run by a highly experienced team that has posted positive performance in 85% of months.

Our asset management team will occasionally identify excellent third party vehicles and bring those products to Equi investors.


Why We Chose This Product: This Manager employs a niche strategy that uses both debt and equity, and seeks to protect against downside while also participating in equity upside. The strategy is run by a highly experienced team that has posted positive performance in 85% of months.

Targeted Total Return

15-20%

Annualized Returns (14 yr track record)

Annualized Returns
(14 yr track record)

29%

Minimum Investment

$150,000

Liquidity

Quarterly*

*with 90 days notice

“Knowledge is wealth, wisdom is treasure, understanding is riches, and ignorance is poverty.”

-Matshona Dhliwayo

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“Knowledge is wealth, wisdom is treasure, understanding is riches, and ignorance is poverty.”

-Matshona Dhliwayo

Subscribe

Receive our market insights. Gain knowledge.

“Knowledge is wealth, wisdom is treasure, understanding is riches, and ignorance is poverty.”

-Matshona Dhliwayo

Receive our market insights. Gain knowledge.

Subscribe