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Equinox Partners Investment Management LLC

CIK:0000938552
Hedge Fund
$783M AUM
9 holdings
New York, NY, United States
Founded:1993
11 employees
Latest filing:Jun 30, 2025

Equinox Partners Investment Management LLC is an SEC-registered investment management firm headquartered in New York, NY. Founded in 1993, the firm manages assets primarily for institutional investors, family offices, and high-net-worth individuals. Equinox specializes in value-oriented investment strategies, focusing on concentrated portfolios and long-term capital appreciation. The company is known for its in-depth fundamental research and contrarian approach. As of 2025, it employs approximately 11 staff members.

Investment Strategy

Equinox Partners employs a value-investing strategy, focusing on fundamental research to build concentrated portfolios of high-conviction, undervalued equities. The firm seeks long-term capital appreciation by investing in securities where it believes the market has mispriced underlying assets, often taking a contrarian stance and maintaining investments through market cycles. Equinox avoids over-diversification, instead opting for a focused portfolio built through rigorous analysis of business models, industries, and management teams.

Top Buys
K
KOSKOSMOSENERGYLTD
-$9.8M
I
IAUXI-80GOLDCORP
+$6.9M
G
GTEGRANTIERRAENERGYINC
+$6.0M
V
VZLAVIZSLASILVERCORP
+$4.0M
E
EGOELDORADOGOLDCORPNEW
+$3.9M
Top Sells
K
KOSKOSMOSENERGYLTD
-$9.8M
I
IAUXI-80GOLDCORP
+$6.9M
G
GTEGRANTIERRAENERGYINC
+$6.0M
V
VZLAVIZSLASILVERCORP
+$4.0M
E
EGOELDORADOGOLDCORPNEW
+$3.9M

Top Holdings

G
GAUGALIANOGOLDINC
+21.2%$37.3M
K
KOSKOSMOSENERGYLTD
+18.3%$32.1M
G
GTEGRANTIERRAENERGYINC
+13.8%$24.3M
E
EGOELDORADOGOLDCORPNEW
+12.9%$22.7M
P
PSLVSPROTTPHYSICALSILVERTR
+10.2%$18.0M

Equity Positions (9)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
G
GAU
GALIANOGOLDINC21.18%$37.3M29,322,506$0.95$1.27-$976.3K
K
KOS
KOSMOSENERGYLTD18.25%$32.1M18,671,480$4.24$1.72-$9.8M
G
GTE
GRANTIERRAENERGYINC13.82%$24.3M5,097,688$6.55$4.77+$6.0M
E
EGO
ELDORADOGOLDCORPNEW12.89%$22.7M1,114,810$12.65$20.34+$3.9M
P
PSLV
SPROTTPHYSICALSILVERTR10.25%$18.0M1,473,000$10.89$12.24+$942.7K

Industry Allocation

GOLD AND SILVER ORES
+36.5%
CRUDE PETROLEUM & NATURAL GAS
+32.1%
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
+21.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+10.2%