0.66
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Close of 9 Nov 2026, in USD
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About EQUUS Total Return
From its filings with the US Securities and Exchange Commission
EQUUS Total Return is based in Houston, Texas and is incorporated in Delaware. Its shares trade on NYSE under the ticker EQS.
On August 11, 2006, our shareholders approved the change of the Fund’s investment strategy to a total return investment objective.
Ownership. We seek to invest in companies with experienced management teams who have demonstrated a track record of successful performance.
Research relating to the company, its management, industry, markets, products and services and competitors.
Cash, cash items, government securities, or high quality debt securities maturing in one year or less from the time of investment.
However, certain transactions involving closely affiliated persons of the Fund require the prior approval of the SEC.
Quoted from its 10-K, filed 17 Apr 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 11 Sept 1992
- Website
- equuscap.com ↗
- Head office
- 700 LOUISIANA STREET, HOUSTON, TX, 77002
- Incorporated in
- DE
- Filer status
- Non-accelerated filer
Leadership
Pay as last reported
- Mr. Fraser AtkinsonIndependent Chairman of the Board$108,000
- Mr. John HardyChief Executive Officer, Director, since 2010$544,667
- Ms. L'Sheryl HudsonChief Financial Officer, Senior Vice President, Treasurer$339,697
- Mr. Kenneth DenosChief Compliance Officer, Secretary, Director, since 2005$445,950
- Mr. Henry HankinsonIndependent Director$108,000
- Mr. John MayIndependent Director$1,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- EQUUS Total Return Inc has a strong track record of delivering consistent and attractive returns to its investors. The company's investment strategy is well-defined and has been successful in generating income and capital appreciation over time. Additionally, EQUUS Total Return Inc has a team of experienced and talented professionals who have deep expertise in the financial markets and are capable of making informed investment decisions.
- Furthermore, the company has a well-established network of industry contacts and partnerships, which allows it to access unique investment opportunities and gain a competitive edge in the market. EQUUS Total Return Inc also boasts a diversified portfolio, which helps to mitigate risks and ensure a stable and resilient investment base.
Weaknesses
- One of the weaknesses of EQUUS Total Return Inc is its dependence on the overall performance of the financial markets. As a result, the company is exposed to market volatility, which can impact its investment returns. Additionally, there may be instances where the company's investment decisions do not yield the anticipated results, leading to potential financial losses.
- Furthermore, EQUUS Total Return Inc operates in a highly competitive landscape, where there are numerous other investment firms vying for investor funds. This competition puts pressure on the company to differentiate itself and attract new investors, which can be challenging at times.
Opportunities
- EQUUS Total Return Inc has several opportunities to grow and expand its business. Firstly, there is a growing demand for alternative investment vehicles, such as private equity and real estate, which the company can tap into to diversify its investment offerings and attract a wider range of investors.
- Additionally, EQUUS Total Return Inc can leverage technological advancements to improve its operational efficiency and enhance its investment decision-making process. By adopting innovative tools and systems, the company can gain a competitive advantage and provide better services to its clients.
Threats
- One of the key threats facing EQUUS Total Return Inc is regulatory changes in the financial industry. Changes in regulations, tax laws, or compliance requirements can significantly impact the company's operations and profitability. It is essential for the company to stay updated on regulatory developments and adapt its strategies accordingly.
- Furthermore, EQUUS Total Return Inc faces the risk of economic downturns or recessions, which can negatively affect the performance of its investments. Changes in market conditions, interest rates, or geopolitical events can also pose threats to the company's investment portfolio.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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