Equity Investment Corporation

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Overview


Established in 1986, Equity Investment Corporation is an investment advisory firm located in Atlanta, Georgia. As of March 31, 2017 the firm managed or advised $4.9 billion for clients, with $2.9 billion in assets under management and $2 billion in assets under advisement.

Believing  the key to long-term investment success is avoiding significant losses, EIC has achieved competitive equity returns with a much lower incidence of loss, by emphasizing:

  • A strong price-value discipline,
  • Value-trap avoidance tools,
  • Accounting and earnings quality due diligence, and
  • Well-diversified portfolios.

In addition, we consider the tax implications of our investment decisions.

The firm manages three disciplines: All-Cap Value, Mid-Cap Value, and Large-Cap Value, as well as four SRI/ESG thematic extensions. All have similar risk/return profiles because they are driven by the same philosophy, process, and people. Due to size constraints, separately managed All-Cap Value accounts are now closed to new investors. However, EIC manages the EIC Value Fund, which follows the All-Cap Value discipline, and is open to smaller investments.

A complete copy of our ADV Part 2A Brochure and Part 2B Supplement is available, at no charge, by sending your email request to info@eicatlanta.com.