WHAT WE DO

INVESTMENT APPROACH

Equinox Investment Management offers systematic investment portfolios that take the emotion out of investing.  
By employing an objective, evidence based approach to investing we have identify market anomalies that have historically shown better performance than traditional buy and hold or index investing.  
Equinox manages investment portfolios that seek to exploit these market anomalies and offer investors the possibility of better performance.
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Tactical Strategies

Our tactical portfolios adjust to current market conditions to protect capital during bear markets while participating as markets rise. The goal of these strategies is to offer a low correlation to traditional investments as well as significantly lower drawdowns in bear markets and better risk adjusted returns than traditional investments.

Equity Strategies

Our equity strategies offer focused Canadian and US stock portfolios that invest in only our best ideas.  Our systematic selection process seeks out growing companies that pay dividends, have strong operating margins and a good return on assets.

Volatility Strategy

Our volatility strategy seeks to offer an attractive alternative source of return that can protect investors from draw downs and has a low correlation with stock portfolios.  This strategy invests in exchange traded products that are linked to the S&P 500 Volatility Index (VIX).

 

 

 

Equinox Tactical Strategies

Equinox offers four tactical asset allocation strategies that strive to provide better returns than a traditional buy and hold approach.   These strategies are designed to select assets with the best prospects of outperforming and staying away from those that are likely to under perform while also recognizing there are periods of high risk when it is most important to protect capital.
   Click on any of the icons below to get more information about a specific strategy (password required).  Please contact us if you need a password and we would be happy to provide one.

Emerging Markets

The Emerging Markets Model Portfolio invests in the strongest performing Emerging Market country, sector or regional ETFs but will shift to fixed income investments in volatile markets to protect capital.

US Sector Rotation

The Sector Rotation Model Portfolio seeks to invest in the best performing US sector ETFs, while moving to fixed income in declining markets to protect capital.

Income

The Income Model Portfolio seeks to provide investors with enhanced yield and greater appreciation potential compared to other fixed income investments. The portfolio invests in a broad range of yield producing assets.

Global Asset

The Global Asset Model Portfolio invests in a diverse set of global asset classes including Equities, Fixed Income, Real Estate and Commodities.  It moves opportunistically between assets to invest in those with the best expected return.

 

 

EQUINOX EQUITY STRATEGIES

 
The Equinox equity portfolios are concentrated portfolios that invest in stocks with the highest expected return over then next year based on our systematic models.  Stock selection focuses on stocks that pay dividends, have strong profit margins and earning growth and a high return on invested capital.  
Click on either of the icons below to get more information about a specific strategy (password required).  Please contact us if you need a password and we would be happy to provide one.

Canadian Equity

The Canadian Equity portfolio is a concentrated portfolio that  invest in the top 15 to 20 Canadian stocks with a market cap greater than $250 million.

U.S. Equity

The US Equity portfolio is a concentrated portfolio that  invest in the top 15 to 20 Russell 1000 stocks that have a market cap of greater than $2.0 billion.

 

 

EQUINOX VOLATILITY STRATEGY

Click on the icon below to get more information about the strategy (password required).  Please contact us if you need a password and we would be happy to provide one.

The Equinox Volatility Strategy seeks to profit from the difference between implied volatility as measured by the S&P 500 Volatility Index (VIX) and realized volatility on the S&P 500 Index (SPX).   It uses exchange traded products to take these positions.