- Equity Investment Corporation (EIC) is an independent, SEC-registered investment adviser providing asset management services since 1986. In September 2016, a newly registered entity formed by three EIC employees purchased substantially all of the assets of EIC and succeeded to all of EIC’s business.
- We are a 100% employee-owned, 25-person boutique located in Atlanta, Georgia.
- We follow a time-tested, value-based approach to investing, supported by a 37-year track record of success.
- Our approach has yielded a lower incidence and magnitude of loss, leading to long-term wealth creation.
A Lower Incidence and Magnitude of Loss
Leading to a Tighter Range of Outcomes
And Long-term Wealth Creation
Source: EIC, S&P Capital IQ PRO.
Returns are for EIC’s All-Cap Value (“ACV”) Composite, which includes fully discretionary, non-wrap accounts presented as supplemental information to a GIPS® Composite Report that is considered an integral part of the above presentations. ACV returns are presented both gross and net of management fees. Net returns are calculated by reducing gross returns with an assumed maximum annual fee of 1.0%, applied monthly. However, for the period January 1, 1989, through July 1, 1995, wrap fee accounts are included in the composite. For this period gross returns for wrap accounts are stated gross of all fees and brokerage firm wrap fees, while net returns have been calculated by reducing gross returns with an assumed maximum annual fee of 1.0%. ACV strategy inception: January 1, 1986. Upside and Downside Capture are the measures of performance in up and down markets relative to the benchmark index (Russell 3000 Value Index) over the period January 1, 1986 through June 30, 2023. The higher the upside capture, the better the performance in a rising market. Conversely, the lower the downside capture, the better the performance in a declining market. The narrower range of returns relative to the stated index is the result of a lower standard deviation, which is a statistical measure describing the degree of variability around an average. Standard deviations for the rolling 5-year periods were: EIC ACV (gross): +/-3.9%; EIC ACV (net): +/-3.8%; Russell 3000® Value Index: +/-6.5%. Growth of $100,000 assumes that the amount invested on January 1, 1986 grows by monthly reinvesting in the ACV strategy (or the index) through June 30, 2023. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. All returns include reinvestment of dividends and interest. Performance data is historical. Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted. Investing involves risk including possible loss of principal.