27 Aug

Clambake

The first annual EPIQ Clambake was held on August 21st at the Calhoun Beach Club. Gathered together were partners, supporters, and friends. We ate, learned some, and ate more—but most of all—celebrated.

Thank you to those who were able to attend, without whom there would be no EPIQ Partners and no EPIQ Clambake. It is hard to believe that EPIQ will commemorate its second anniversary next month. We are proud of our affirming results as investors and as business owners focused on the value of long-term relationships. In the years to come, we look forward to continuing the Clambake tradition as a gathering for people who want to have fun and learn a little about our world.

 

Thanks also go out to Bob Molhoek of iMyne and Katherine Collins of Honeybee Capital (see links below). These knowledgeable guests led thought-provoking conversations, and we were fortunate to learn from them. 

Bob spoke about discovering the Socially Responsible Consumer and that feeling good extends beyond just what we buy. How we buy and from whom we buy are also significant parts of the equation, and it is possible to be philanthropists while we consume.

Katherine shared her journey as a life-long investor and explained how following some basic and natural processes can lead to investments that are resilient, regenerative, and connected to who we are and what we are trying to accomplish. Outcomes can be measured in ways other than total annualized returns.

These speakers shed light on our investment philosophy. We enjoy describing why we choose the investments we make and welcome the opportunity to have in-depth conversations with people who share these interests.

Our current investment outlook remains consistent as conditions stay favorable for those willing to accept informed risk. We expect an uptick in market volumes in the days ahead as vacations/holidays wrap up and school gets back in session. With this will come increased volatility, resulting in bigger swings both up and down.

The resiliency of the equity markets this summer surprised even us. Companies' earnings seem immune to isolated issues across the globe. As "this too shall pass," we expect to see equities continue their positive trend.

It is important to view these notes through the lens of the zero-risk investor. Cash and deposits pay very little in the way of interest, and we feel those unwilling to take informed risks guarantee negative real returns (net of inflation). By definition, the loss of purchasing power is a significant risk, meaning that the zero-risk investor doesn't exist.

Thank you for taking the time to read our blog. Feel free to call us for a conversation.

 

Bob Molhoek: http://www.linkedin.com/pub/bob-molhoek/1/35/94a

iMyne: https://imyne.com/

Katherine Collins: https://www.linkedin.com/in/honeybeecapital

Honeybee Capital: http://www.honeybeecapital.com/

 

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2919 Knox Avenue South, Suite 200
Minneapolis, MN 55408

612.843.4800 office

EPIQ Partners is committed to building long-lasting relationships

Our managing partners believe client intimacy and professional advocacy are what makes this firm special and different from other investment firms. We bring a partnership approach to all of our relationships.

We offer a retainer-based, fee-for-service model to ensure the highest level of transparency and alignment.