Innovative Public Equity Solutions for a Dynamic Market
Public Equity Partners is dedicated to offering a different way of approaching investment in equities, which we believe is more tailored to what many clients actually need.
Public Equity Partners is an investment firm focused on maximizing returns through strategic public equity investments. We blend macroeconomic insights with both published and bespoke indices to create highly effective investment solutions. Our approach enhances portfolio skew, a crucial but often overlooked factor in long-term financial success.
Whether you’re seeking expert advice or professional management of a portion of your assets, we provide tailored strategies to help you achieve your investment goals.
Our Investment Philosophy
Traditional investment thinking tends to focus on just risk and return. However, most investors have multiple objectives beyond these two dimensions. We recognize this complexity and offer an approach designed to accommodate diverse financial goals.
If you’re interested in how this works, explore our collection of in-depth research and white papers.
Our Investment Strategies
We offer two strategies that reflect our approach:
a Global Equity Strategy, which involves using our macro views to determine which index strategies will outperform in the prevailing conditions and investing accordingly. Based on our assessment of how different segments perform in each condition, we rotate from one set of indices to another as the macroeconomic environment changes. We can offer this strategy at different risk levels.
a Dynamic Equity Growth Strategy, which is similar to the Global Equity Strategy, except that we build our own indices with concentrated exposure to a smaller number of companies. We tailor the indices to reflect our research into the factors which influence performance in different macroeconomic conditions.
With each of these approaches we are also able to tailor the level of overall equity exposure based on our assessment of the macro environment, depending on client specific needs.
Insights & Research
We have published numerous white papers detailing our investment methodologies, including our approach to macro-driven equity selection, index strategies, and portfolio skew management.
Why we offer these strategies
We often hear investors say that they want to be invested in equites, but at the same time they “sort of don’t”. Many investors want the return opportunity that equities offer, but often they don’t like the journey.
We understand their concerns. We like being invested in equities when we believe that a particular portfolio offers what we consider to be a high probability of generating significant positive returns over a 12-month time horizon. Where this is not the case, we are quite happy to sit in cash and wait.
At Public Equity Partners, we go beyond traditional investment thinking. By combining macroeconomic insights with index-based strategies, we help investors achieve multiple objectives simultaneously maximizing returns, managing risk, and improving portfolio skew.
In a world of complexity, our approach provides clarity, efficiency, and performance.
