Investment Strategy

Our Investment Strategy

Our Portfolio

We invest with managers who are specialists in their markets, maximizing the potential benefits of private markets.

Objective-Based Investing

EPIC’s strategies let advisors focus on their clients’ financial objectives, while complimenting existing portfolios which are often heavily allocated to public markets.

Each strategy targets investments that meet certain criteria highlighted below.

Opportunitistic Approach

We make investment decisions based on the current environment. Our opportunistic approach allows us to evaluate each investment based on its merits and its potential contribution to the portfolio.

Robust Sourcing

We use our diversied sourcing network for idea generation and to develop a comprehensive view of market dynamics.

Repeatable & Scalable Process