Case Study

Investment Firm Experiences Smooth Transition to NAV


Equinox Partners

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Equinox Partners is a long-term value investment firm with a 25-year successful track record whose strategy is to own low-turnover, concentrated portfolios of public companies that combine value and quality. The firm specializes in emerging markets and precious metals mining with exposures to other resource sectors. As contrarian and high-conviction investors, the firm's funds aim to have low overlap with relevant indices or prevailing wisdom. Chief Financial Officer and Chief Compliance Officer Denise Alejo discusses the process the Equinox team undertook to select and onboard with NAV in search of better, more comprehensive fund administration services.

How NAV Helped

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