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
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.
Our tactical signals swung positive following the December wash out; however, Adam Murl, Head of Research, explains why we remain concerned with the outlook. There are some positive signs, such as the resetting of earnings expectations and increasing Chinese stimulus, but significant technical damage has been done and leading economic indicators remain in a downtrend. Clarity on trade as well as an inflection in economic growth will be required before risk assets can sustainably advance.
Equium Capital, on behalf of Equium Capital Real Estate (ECRE), is pleased to announce the closing of the ECRE Hinton Limited Partnership. The Partnership is a newly established limited partnership that has entered into a joint venture agreement with Smart Living Developments Inc. in connection with the development of a purpose-built rental apartment building in the City of Ottawa.
While many investors position for the traditional Santa Claus rally, Adam Murl, Head of Research, describes why our Global Tactical Allocation Fund remains defensively positioned. With global economic data and corporate earnings still pointing to growth, recession odds remain low. However, our oft-discussed concern with the retrenchment of global liquidity remains a serious risk, preventing us from becoming more constructive heading into 2019, barring a major policy shift from the Fed.
The rental renaissance is under way, according to Keith Reading, Director of Research at Morguard, who spoke about opportunities in Purpose-Built Rental on BNN Bloomberg. High land costs and rising interest rates present growing challenges for first time home buyers, who are instead turning to modern rentals. This confluence of soaring demand paired with a shortfall in supply is exactly why Equium Capital created a private equity fund investing in Purpose-Built Rental. Bringing the firm’s hallmark risk management and conservatism to a traditionally high-return asset class, Equium Capital’s private equity platform provides institutional real estate investments to clients and investment advisors across Canada.
Noting the potential for a short-term but strong Santa Claus rally, Cameron Hurst, Chief Investment Officer, enumerates the factors that appear likely to keep a lid on markets over the medium term, particularly in Canada. Relief on trade conflicts or a moderation in Federal Reserve tightening could inspire a year-end rally, but fundamentals argue for a resumption of equity and credit pain in early 2019.
Every bull comes to an end. Market tops don’t happen overnight or even in one month, but they all inevitably yield to a bear that feeds on the excesses of the prior cycle. With negative conditional factors piling up, debt issuance at historical peaks and increasing parallels to 1999/2000, Cameron Hurst, Chief Investment Officer, joins BNN Bloomberg to offer a reality check on where the markets stand and what’s likely to come next.