About Us

EquityCompass Strategies is a Baltimore based equity investment management firm and a wholly owned subsidiary of Stifel Financial Corp. We offer a broad range of portfolio strategies based on our systematic, research-driven investment process to institutional investors, financial advisors and individual investors. As of December 31, 2014, over $2.0 billion in assets are managed worldwide using investment strategies developed by us.

Investment Experience

EquityCompass was founded in January of 1998 as Portfolio Strategy Group at Legg Mason Wood Walker to provide quantitative equity research. The empirical research we’ve developed underpins our investment and market insights analysis and recommendations (first published Oct. 2001) and our investment portfolios and products (first offered for investment in Jan. 2007). Today, we offer investment strategies across the entire risk-reward spectrum in a variety of vehicles (including separately managed accounts, mutual funds, UCITS funds and Equity Linked Notes) to investors globally.