Equities

Long-Term Growth, Thoughtfully Constructed.

Our approach to equities goes beyond simple index exposure. We build portfolios that reflect your goals, tax sensitivity, and time horizon, drawing on institutional research and direct market access.

Individual Selection

Fundamental, research-driven equity positioning. We evaluate valuation, business quality, and macro context before making any allocation. Every position has a purpose.

Global Diversification

Domestic and international exposure across geographies and sectors. Factor-based strategies providing systematic access to value, quality, momentum, and low volatility.

Tax-Aware Investing

Active tax-loss harvesting to improve after-tax returns. ESG and values-aligned portfolios built around your principles. Your equity exposure managed with your full financial picture in mind.

Equity Strategies at Guardant

Every position has a purpose.

Goals & Risk Assessment

Return Objectives: We define your target return, risk tolerance, and time horizon as the foundation for portfolio construction.

Existing Holdings: We review your current equity exposure, embedded gains, and sector concentrations before making any changes.

Portfolio Design

Position Selection: We construct a focused portfolio of research-driven equity positions, each with a clear investment thesis.

Diversification: We manage sector, geographic, and factor exposure to ensure the portfolio is balanced and purposefully constructed.

Tax-Aware Execution

Gain Management: We sequence buys and sells to minimize realized gains and maximize tax-loss harvesting opportunities.

Account Coordination: We coordinate equity exposure across taxable and tax-advantaged accounts to optimize your after-tax return.

Active Management

Position Review: We monitor each position against its thesis and act when fundamentals or valuation warrant a change.

Rebalancing: We rebalance exposure as markets move and your portfolio drifts from target allocations.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Build your equity strategy.

We evaluate opportunities through a rigorous lens — considering your existing portfolio, tax sensitivity, and long-term objectives before making any allocation.