Our Way
"It's about beating inflation - by a wide margin."
Investing is a race against inflation. Equitile aims to deliver performance that beats inflation by a wide margin.
If your investments don't keep up with inflation you are falling behind and, because the cost of living rises much faster than inflation, you need to beat inflation by a wide margin.
We believe the best way to beat inflation is to invest in Equities. That is why the first fund we launched, in 2016, was our flagship global equity fund - The Equitile Resilience Fund. It is also why we called the firm Equitile.
When we manage the Resilience fund we do not track a benchmark, we invest in a small number of high-quality companies that we expect to significantly outperform inflation. In practice we aim for an average annualised return of 9% or better. So far we have managed to beat that target. We avoid benchmarks because they encourage herding behaviour, leading investors toward the most overvalued assets and away from the best bargains.
We call our investment process Darwin. The the name reminds us of the need to adapt to survive. Innovation is constantly throwing up new investment opportunities and new risks. Avoiding the risks and taking advantage of the opportunities requires change. So we do not do buy-and-hold investing, we do adapt-to-survive investing. We actively manage our funds so they will survive and thrive as markets and economies change. We called our flagship fund The Resilience fund, because it is designed to be resilient to a changing world.
Investing is a race against inflation. Equitile aims to deliver performance that beats inflation by a wide margin.
If your investments don't keep up with inflation you are falling behind and, because the cost of living rises much faster than inflation, you need to beat inflation by a wide margin.
We believe the best way to beat inflation is to invest in Equities. That is why the first fund we launched, in 2016, was our flagship global equity fund - The Equitile Resilience Fund. It is also why we called the firm Equitile.
When we manage the Resilience fund we do not track a benchmark, we invest in a small number of high-quality companies that we expect to significantly outperform inflation. In practice we aim for an average annualised return of 9% or better. So far we have managed to beat that target. We avoid benchmarks because they encourage herding behaviour, leading investors toward the most overvalued assets and away from the best bargains.
We call our investment process Darwin. The the name reminds us of the need to adapt to survive. Innovation is constantly throwing up new investment opportunities and new risks. Avoiding the risks and taking advantage of the opportunities requires change. So we do not do buy-and-hold investing, we do adapt-to-survive investing. We actively manage our funds so they will survive and thrive as markets and economies change. We called our flagship fund The Resilience fund, because it is designed to be resilient to a changing world.
A Darwinian Approach
Many different investment strategies can thrive in the competitive ecosystem of the financial markets. But only those strategies that can adapt will survive in the long run.
Our Darwin inspired investment process puts adaption at the centre of how we invest. We know we will make mistakes and we know, like all humans, we will suffer behavioral biases. Our process helps us search the market for new investment opportunities and helps nudge us out of our mistakes. By adapting quickly and correcting mistakes early, we keep them small, allowing the portfolio to survive and thrive over time.
An Independent firm...
Equitile is a rare example of a genuinely independent investment firm owned and managed by investors for investors. The management team pride themselves on investing their own money in the Equitile funds alongside that of their clients.
...for enduring weath and family legacy
We say 'investing is always about the next generation' and we mean it. We invest for the next generation and we know the value of our investments ultimately depends on the next generation.
Our Team
Timeline
1
Q2 2015
Equitile Founded
Q1 2016
Equitile's flagship Global Equity Fund (UK UCITs) - The Equitile Resilience Fund
2
3
Q1 2021
Equitile's Dublin domiciled Global Equity Fund (Irish UCITs)
Q2 2022
Macro Hedge Fund Launched: M3 (Cayman AIF)
4
5
Q2 2025
Equitile 2.0 Full Scope ACD and AIF manager regulated by the FCA. Managing AIF in Cayman.
Q1 2025
Macro-demographic Fund Launched: Equitile GL Longevity Fund (Cayman SPC)
6
Q2 2015
Equitile Founded
Q1 2016
Equitile's flagship Global Equity Fund (UK UCITs) - The Equitile Resilience Fund
Q1 2021
Equitile's Dublin domiciled Global Equity Fund (Irish UCITs)
Q2 2022
Macro Hedge Fund Launched: M3 (Cayman AIF)
Q2 2025
Equitile 2.0 Full Scope ACD and AIF manager regulated by the FCA. Managing AIF in Cayman.
Q1 2025
Macro-demographic Fund Launched: Equitile GL Longevity Fund (Cayman SPC)
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