EQUI FOR FAMILY OFFICES & INSTITUTIONS

Institutional Quality Absolute Return Strategies

Equi offers uncorrelated, absolute return strategies designed to enhance institutional portfolios. Equi’s multi-manager, multi-strategy alternative investment program provides access to highly differentiated small-and-mid size portfolio managers, delivering exposures not typically found in large pod-shops.

EQUI’S UNIQUE APPROACH

Why Top Family Offices & Institutions Partner with Equi

1 Superior Strategy Origination

Advanced technology and data analysis to uncover the top 0.1% performing strategies from over 14,000 reviewed strategies.

2 Elevated Portfolio Construction

Tailored investment guidelines with expected return, factor risk, and volatility targets. Manager optimization aligned with client incentives.

3 Alpha Rather than Repackaged Beta

Advanced technology and data analysis to uncover the top 0.1% performing strategies from over 14,000 reviewed strategies.

4 Robust Risk Management

Proprietary risk software actively monitors strategy performance and the team selectively applies overlays to control risk throughout the market cycle.

DIFFERENTIATION

Why Family Offices & Institutions Trust Equi

Experienced Small-to-Mid Size Managers

Focus on small-and-mid size managers, $100M to $2B AUM, typically with long track records of 5 to 10+ years.

Unique Exposures Beyond Pod Shops

Different exposures than the large pod shops and a return stream designed to diversify away from the large hedge fund platforms.

Absolute Returns with Low Beta Strategies

Absolute returns with low or zero beta strategies that aim to deliver consistent performance across the market cycle.

Founder-Led Alignment with LPs

Aligned incentives with the founders investing 50%+ of their liquid net worth alongside LPs.

Investment Offerings

Equi offers a range of bespoke investment products to meet the sophisticated needs of institutional clients:

Multi-Strategy Funds

Highly diversified multi-strategy multi-manager funds designed to produce consistent uncorrelated absolute returns.

Single Access Funds

Investment opportunities showcasing a single strategy curated by Equi's investment team.

Custom Funds

Highly flexible, tailored to meet specific institutional mandates.

SPEAK WITH OUR INVESTMENT TEAM

Betterment

Jon Stein

Founder

“Equi gave me access to asset classes that I didn’t have otherwise – things like the volatility arbitrage strategy. Equi is doing things differently, smarter, and more cost-effectively than I’ve found anywhere else.”

Loom

Shahed Khan

Co-Founder

"I started to think about how to put my money into a relatively safe place that’s not necessarily following trends of the S&P 500, especially right now. Equi was the answer."

Awesome People Ventures

"If you’re worried about the macro-environment, you should be investing in asset classes that are uncorrelated with public markets. Equi is perfect for that."