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Action is the Key to Success
About Equilibrium
For 15 years, the Equilibrium team has been aiming to achieve the best results in the field of investment, striving to provide the market-leading return on investment to our capital partners.
Equilibrium is designed specifically for partners who are looking for investment opportunities that are structured in such a way as to constantly exceed benchmarks while minimizing volatility and risk.
We use a universal approach in the field of finance, using an unprecedented combination of deep basic and technical research, predictive analytics and advanced technologies to identify and use new opportunities.
Equilibrium follows the principles of technology and innovation. Areas such as machine learning and distributed computing guide us. We never stop research and development.
Our ability to consistently, professionally and personally apply our skills and abilities in this area has brought us success, which is most important for us: very satisfied partners and stable relationships with them throughout the market cycles and generations.
Investment Strategies
We pay special attention to the correlation between asset classes and strategies, recognizing that a momentum portfolio with diversified asset classes will usually lower overall portfolio volatility and increase expected returns. All Equilibrium portfolios have a strong income/yield orientation, be it from strong momentum strategies. Current return is an essential element to our portfolio construction and risk management philosophy.
Keeping your assets invested through market cycles is critical to long-term superior investment performance. At Equilibrium, we construct portfolios that allow clients to maintain their asset allocation during difficult markets because forced selling is rarely a good decision. We diversify portfolios across a broad spectrum of asset classes using a variety of momentum strategies and structures.
Momentum Strategies
The momentum strategies are well-known and generally accepted in both public and academic world. The momentum strategy is based on a simple idea, the theory about momentum states that stocks which have performed well in the past, would continue to perform well and on the other hand, stocks which have performed bad in the past, would continue to perform badly. Research shows that investors hold onto losing stocks too long
in hopes they will come back to their original price while selling their winners too early.
Dual Momentum
Fear, greed, overconfidence and the confirmation bias can lead investors to pile into winning areas of the market after they’ve risen or pile out after they’ve fallen.
Equilibrium Dual Momentum approach is simple: by combining both relative momentum and absolute momentum, Dual Momentum seeks to rotate into areas of relative strength while preserving the flexibility to shift entirely to safeheaven assets (e.g. cash or gold) during periods of pervasive, negative trends.
Risk Management
We oversees all aspects of both financial and non-financial risks including Market and Liquidity Risk, Counterparty Risk, Model Risk, Operational Risk, and Technology Risk. All risk decisions are subject to a clear governance structure, which emphasizes the independence from other business units. We believe it’s important for Risk Management to interact closely with the Portfolio Management team, working as “two lines of defense” seeking the same objectives. Together, we aim to ensure that portfolios are manageable through sudden and severely adverse stress events.
Disciplined risk estimation and management are deeply integrated components of the investment process across each one of our strategies.
Careers
Equilibrium seeks to attract, develop and retain the best specialists. Working alongside our team of professionals with years of experience in various fields, you gain invaluable experience and knowledge that will help you develop your career.
We give you complete freedom of action so that you can make decisions based on your careful analysis and creative thinking. Only together we make Equilibrium better.
If you are interested in considering a position with us, please contact us:
info@equilibriumbrokers.com
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Equilibrium Brokers is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Equilibrium Brokers and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns.
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© Equilibrium Brokers, LLC. 2019