EquitiesFirst | Equity-Backed Financing Expert

OUR GLOBAL PORTFOLIO

EquitiesFirst is a value investor, managing a public equities portfolio. Our unique method of portfolio construction establishes each position through equity-backed financing provided directly to long-term investors.

The EquitiesFirst portfolio is diversified across global markets and industry sectors. Our investment team generates alpha on each position, as any long-only investment manager would, through robust fundamental and technical analysis, risk management and ongoing trading and portfolio rebalancing activity. Our investment strategy does not employ short-selling or permit lending assets to third parties.

As of 31 January 2023, the total loans issued by EquitiesFirst exceeded US$4.5 billion.

UNIQUE PORTFOLIO CONSTRUCTION

EquitiesFirst’s key financial innovation is its method of portfolio construction. We work directly with long-term, concentrated shareholders to provide competitive non-recourse capital against their equity assets.

For partners, this is a competitive and efficient source of capital for their needs or ambitions. For us, it is a highly efficient way to build our portfolio and align interests with our partners for the loan term.

LEARN MORE ABOUT HOW WE DO IT

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IMPORTANT INFORMATION ABOUT ACCESS TO THIS WEBSITE

www.equitiesfirst.com/uk (website) and any information contained therein (i) is only intended for persons classified as Professional Clients and Eligible Counterparties for the purposes of FCA Rules and (ii) should only be accessed by persons located in a jurisdiction or country where access to such information is not contrary to local law and regulation.

Information on this website must not be relied or acted upon by any other persons.

The investments and investment services referred to on this website may not be suitable for all investors. If in doubt investors should seek professional, independent financial advice, including the tax consequences in respect of any proposed course of action, before making any investment decision.

The information contained in this website does not constitute an offer or solicitation in any jurisdiction in which it is not authorised, or to any person to whom such offer or solicitation is unlawful.

All persons accessing this website do so on an unsolicited basis and on their own initiative. It is the responsibility of persons accessing this website to inform themselves of, and act in accordance with, the legal and regulatory requirements in their jurisdiction of citizenship, residence or domicile.

This website should not be regarded as an offer or solicitation, or recommendation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom.

This website is for residents of the United Kingdom only. If you are not resident in the United Kingdom you must not view this website.

Investors who are resident in or are citizens of any country other than the United Kingdom may be subject to local restrictions, therefore, the information contained in this website is not for distribution outside the United Kingdom. Under no circumstances should information or any part of it be copied, reproduced or redistributed.

Equities First (London) Limited and its affiliates disclaim all responsibility if persons access the Website, or the information on it, contrary to such legal and regulatory requirements.

If you have any doubts about your status, you must not access this website.

Please contact Equities First (London) Limited if you require any further information on your status. Definitions of 'professional client' and 'eligible counterparty' can be found in the Glossary of the FCA Handbook which can be accessed here.

Please read the Terms & Conditions of Use below carefully. These set out the terms and conditions for accessing this Website. After you have read and understood the Terms & Conditions of Use, you may click "Proceed To Website" to proceed. By doing so, you:

(i) Confirm that you are permitted to access this Website because you are a professional client or an eligible counterparty for the purposes of the FCA Rules.

(ii) Confirm that you are accessing this Website on an unsolicited basis, on your own initiative and in compliance with the laws and regulations of the jurisdiction or country in which you are residing.

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To proceed, you must also agree to meet all Terms and Conditions set forth by Equities First (London) Limited as outlined here.

If you do not agree with these Terms and Conditions of Use and/or you are a retail client for the purposes of the FCA Rules, you are not permitted to access this Website.

© Copyright 2015 Equities First (London) Limited. All rights Reserved. Registered in England No. 8120457. Registered Office: Second Floor, 123 Aldersgate Street, Barbican, London England, EC1A 4JQ. Authorised and regulated by the Financial Conduct Authority.