Combining the best elements of traditional and alternative investing.
Equium Capital is a boutique investment management firm specializing in global, multi-asset investment solutions.
Combining the best elements of traditional and alternative investing, Equium managers bring a reliably conservative diligence and best-practices approach to every portfolio and fund they manage. The primary goal of our business is to generate high-quality investment returns that better preserve capital and grow wealth over time.
Global Tactical Allocation Strategy
Combining global macro strategy and tactical portfolio positioning with the best elements of traditional asset management, Equium Capital offers a unique multi-asset investment strategy with global diversification. This core strategy focuses on growing wealth over time with enhanced downside protection in weak markets.
Real Estate Private Equity Strategy
With its hallmark conservatism, Equium Capital brings institutional private equity funds to individuals and family offices. Partnering with premiere real estate developers to identify unique opportunities across North America, Equium Capital manages private equity funds that focus exclusively on real estate development. The funds are available to accredited investors only and target superior investment returns with a 3 – 5 year horizon.
Equium Capital in the news
While the investment world waits for the Trump-Xi meeting at the G-20, Adam Murl, Head of Research, goes around the horn of the commodity complex providing an update of our views and discussing some of the conflicting moves that we've seen. Parsing through the data, commodity prices are broadly confirming the slowdown in economic and inflation data however interest rate cuts and a trade truce could flip the switch.
Investors face asymmetric risks before the U.S. & China resolve their trade war (or not). On BNN Bloomberg, Cameron Hurst, Chief Investment Officer, highlights the unfortunate but undeniable link between trade relations and the trajectory of global growth. Investors can only position portfolios with a barbell of secular, high-quality growth balanced with defensive equities until we have clarity on trade, which addresses growth which opens the door for Fed support. Doing nothing is hard, but investors just need to wait.
Markets are stuck in the China-U.S. trade vortex, offering reasons to be both cautious and optimistic. Cameron Hurst, Chief Investment Officer, highlights this month’s Top Picks on BNN Bloomberg and discusses the unusual difficulties of portfolio positioning until China and the U.S. reach an agreement or truly walk away. Growth hangs in the balance and the Fed can’t move until the economy slows, so it’s all about Tariff Man.
After big year-to-date gains equity markets were due for a pause but are investors in for more pain? Adam Murl, Head of Research, discusses why the escalating trade war between China and the U.S. will likely dictate the direction of risk assets through the second half of 2019. Hope remains for a fudge deal but increasingly aggressive actions on both sides are upping the risk.
Health Care has been a popular sector overweight for years; however, Adam Murl, Head of Research, explains why it’s time to shift exposure elsewhere as cyclical data improves and the Medicare for All headwind looks sustainable into 2020. Also, we discuss why a cyclical uptick could help European markets recover after their multi-year period of underperformance.
In this “mixed” environment offering reasons to be both positive and pessimistic, investors should remember the old adage, it ain’t over ‘til it’s over. Joining BNN Bloomberg, Cameron Hurst, Chief Investment Officer, highlight this key message back on April 10, 2019. Noting “growing slower” still offers opportunity and the possibility of new market highs, it is now all about how the divergent indicators develop from here.
Unconventional monetary policy appears to be back in vogue as central bankers around the world ditch efforts at normalization as inflation and growth data disappoint. With liquidity concerns off the table, Adam Murl, Head of Research, discusses what investors should be focused on for signs that risk assets can continue to rally or whether the bear case will play out over the coming months.
As estimates for 2019 are revised down, market commentators have become obsessed with discussing a potential earnings recession and what that might mean for investors. Adam Murl, Head of Research, discusses why an earnings recession is usually a negative sign for risk assets but also why we don’t yet view this as the base case. In addition, we touch on oil prices and why we continue to lean bullish.
A good investment process should flag buying opportunities just as well as it keeps you out of harm’s way. While Equium Capital’s first goal is to protect capital, equally as important is earning a reasonable return for clients. Joining BNN Bloomberg, Cameron Hurst, Chief Investment Officer, highlights how a process can flag improving odds of success, what indicators caused the firm to start buying in late December, and where markets are going from here.