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Expect Equity LLC
Expect Equity LLC is a US-based investment adviser and incubator established to systematically increase diversity in the asset management industry. Headquartered in Pikesville, Maryland, the firm focuses on bringing visibility, resources, and capital to under-represented public equity managers, particularly those whose background or demographics are not typically found in the upper ranks of the investment industry. Expect Equity serves qualified investors, including institutions and sophisticated allocators, and acts as the investment manager to newly formed funds such as the Expect Equity Onshore Fund LP. Expect Equity is an Exempt Reporting Adviser with active status in multiple jurisdictions. Employee count is not disclosed, but the firm appears to be boutique in size and was founded recently, with public filings and website activity in 2024-2025.
Investment Strategy
Expect Equity’s investment strategy centers around incubating and supporting under-represented public equity investment managers of exceptional potential. The firm aims to identify talented managers from diverse backgrounds who are often overlooked in the industry and provide them access to institutional resources and capital. Their philosophy is to combine rigorous selection with systematic resource allocation to managers whose demographic or experiential profile is rare at the senior level, believing that such distinct perspectives can lead to differentiated investment outcomes. Expect Equity’s approach is rooted in both impact—by creating opportunities for managers historically excluded from mainstream allocations—and performance, leveraging the unique insights of under-represented talent in public equities.
Latest 13F Filing Activity
Expect Equity LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $94M. The fund increased holdings in Cooper Cos Inc., MKS Inc., Bel Fuse Inc. among other positions. Expect Equity LLC reduced exposure to Carters Inc., Integra Lifesciences HLDGS C, Hain Celestial Group Inc. among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CUZ | COUSINS PPTYS INC | 3.57% | $3.3M | 111,331 | $30.64 | $30.03 | -$206.5K |
H HAS | HASBRO INC | 3.55% | $3.3M | 45,085 | $55.91 | $73.82 | +$555.9K |
| BEL FUSE INC | 3.36% | $3.1M | 32,211 | $81.98 | $97.69 | +$660.5K | |
M MKSI | MKS INC. | 3.34% | $3.1M | 31,490 | $104.09 | $99.36 | +$755.6K |
O OSK | OSHKOSH CORP | 3.31% | $3.1M | 27,345 | $95.07 | $113.54 | +$532.1K |
Industry Allocation
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