Established in 1986, Equity Investment Corporation is an investment advisory firm located in Atlanta, Georgia. As of September 30, 2017 the firm managed or advised $4.7 billion for clients, with $2.7 billion in assets under management and $2.0 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,
- 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 investment philosophy and process. 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 firstname.lastname@example.org.