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SME Portfolio Allocations

Equicapita Income Trust and Income LP (“Equicapita”) are pleased to release it research on using SME PE as part of an efficient portfolio (SME Portfolio Allocations).  A review of the Canadian SME market over the last 35 years reveals: an exposure to SME investments would have improved the financial performance of model portfolios; a realized volatility that was lower than stocks; a realized return that was greater than bonds; and a low correlation to traditional financial asset returns. Equicapita also believes that domestic institutional investors are under-invested relative to efficient frontier analysis. For a medium risk portfolio represented by real estate/bonds/equity holdings of 20/40/40 weighting, SME investment exposure enhanced financial performance and a material allocation is supportable.

For more information please contact: Marc Drabinsky, Tel: 1.647.407.0001, Email:

About Equicapita:  Founded in 2013, Equicapita is a private company buyout fund based in Calgary, Alberta and Burlington, Ontario with ~ $300 million in AUM focused on acquiring Canadian businesses with enterprise values ranging from $5 million to $30+ million.  

Forward Looking Information: This news release may contain certain information that is forward looking and, by its nature, such forward-looking information is subject to important risks and uncertainties. The words “anticipate,” “expect,” “may,” “should” “estimate,” “project,” “outlook,” “forecast” or other similar words are used to identify such forward looking information. Those forward-looking statements herein made by Equicapita, if any, reflect Equicapita’s beliefs and assumptions based on information available at the time the statements were made. Actual results or events may differ from those anticipated or predicted in these forward-looking statements, and the differences may be material. Factors which could cause actual results or events to differ materially from current expectations include, among other things: risks associated with the ownership and operation of businesses, including fluctuations in interest rates; general economic conditions; supply and demand for businesses; competition for available businesses; changes in legislation and the regulatory environment; and international trade and global political conditions. Readers are cautioned not to place undue reliance on any forward-looking information contained in this news release (if any), which is given as of the date it is expressed herein. Equicapita undertakes no obligation to update publicly or revise any forward-looking information, whether as a result of new information, future events or otherwise.