EQUITY INVESTMENT Overview

Equity Investment Corp is an investment advisor that manages 3.9 BN dollars in regulatory AUM and has 26 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 81% of the manager's regulatory AUM.

EQUITY INVESTMENT StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EQUITY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WMT 5.38% Cons. Staples -1.41% 0.09% 0 24%
EBAY 4.94% Tech -12.13% -0.64% 0 14%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

EQUITY INVESTMENT Founders and Key Employees

Name Title In Position Since
James F. Barksdale President June-1986
Joyce Michels Operations And Compliance Manager/Corporate Secretary October-2004
Barbara Trivedi Chief Compliance Officer/Business Manager January-2013

EQUITY INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

EQUITY INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Stock Investment Decision Making Process
We start with the Russell 3000 universe, using the S&P Capital IQ/Compustat database for screening, as well as other non-opinionated data and information sources. We narrow down the universe by looking for companies generating high returns on equity, typically above 9%, and sustainable earnings growth. Additional ideas are sometimes uncovered through traditional news sources, non-opinionated research, and simply being aware of companies whose share prices have been under significant pressure.

Once a potential candidate is identified, the first step in the process is to determine whether the company is selling at a discount to its value as an ongoing business entity, based upon valuation models developed in-house. We value a business such that if we bought and operated it in its entirety, we would earn the inflation rate plus a premium on our initial cap...
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EQUITY INVESTMENT Portfolio Concentration

EQUITY INVESTMENT Location

3007 PIEDMONT ROAD, NE, SUITE 200
ATLANTA, Georgia
UNITED STATES, 30305

EQUITY INVESTMENT Contact Information

Phone Number: 404-239-0111
Fax Number: DECEMBER
Website:

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