EQS

Equus II USD

Financial Services Asset Management NYSE

About the company

Equus Total Return Inc is a prominent closed-end management investment company in the United States. With a primary focus on privately-owned middle market and small capitalization companies, it offers a range of financial solutions tailored to meet the unique needs of these businesses. The company's ultimate goal is to provide its investors with the highest total return, which comprises both capital appreciation and current income. The investment strategy of Equus Total Return revolves around long-term capital gains achieved through investments in debt and equity securities. However, what sets Equus apart is its specific focus on small and middle-market capitalization companies that are generally not publicly traded at the time of its investment. By targeting these niche companies, Equus aims to identify and capitalize on untapped potential and undervalued opportunities. To ensure successful investment outcomes, Equus Total Return employs a comprehensive approach that encompasses various stages of the investment process. The company's investment operations include investment selection, due diligence, structuring investments, and providing management assistance and monitoring of investments. When selecting investments, Equus Total Return diligently evaluates the potential risks and returns associated with each opportunity. Through in-depth research and analysis, the company identifies companies with robust growth prospects and solid financial foundations. This meticulous due diligence allows Equus to make educated decisions regarding its investment portfolio, thereby reducing risk and maximizing returns for its stakeholders. Once an investment opportunity meets Equus Total Return's stringent criteria, the company moves forward with structuring the investment. This involves designing a financial arrangement that both aligns with the interests of Equus and facilitates the growth and success of the portfolio company. Equus aims to strike a balance between providing sufficient financing to support the company's growth trajectory and safeguarding its own financial interests. Furthermore, Equus Total Return goes beyond just injecting capital into the portfolio companies. The company actively participates in their management by providing valuable assistance and guidance. Leveraging its extensive expertise and experience, Equus collaborates with the management teams of these companies to help them overcome challenges, optimize operations, and achieve sustainable growth. This hands-on, value-added approach sets Equus apart from traditional investment firms, as it continually strives to nurture and unlock the full potential of its investments. Equus Total Return also places significant importance on continuous monitoring of its investments to ensure optimal performance. By closely tracking the progress of the portfolio companies, Equus is able to identify any potential risks or opportunities promptly. This proactive approach allows the company to make timely adjustments to its investment strategy, thereby safeguarding the interests of its investors and maximizing long-term returns. In conclusion, Equus Total Return Inc stands at the forefront of closed-end management investment companies in the United States. Its specialized focus on privately-owned middle market and small capitalization companies, combined with a comprehensive investment approach, sets it apart in the financial industry. By consistently identifying and capitalizing on lucrative investment opportunities, Equus aims to deliver exceptional total returns for its investors while contributing to the growth and success of its portfolio companies.

Website: https://www.equuscap.com

Data updated: June 2, 2026

Sector comparison

We compare this company with the typical (middle) company in the same industry to show how it looks against similar businesses. This is information, not a recommendation.

Financial Services · 1543 peers in sector

Metric EQS Sector median Vs. industry
P/E - 13.87
EPS -1.04 USD 0.45 USD ↓ Below average
Dividend yield 0.00% 0.00%
Profit margin 0.00% 0.00%
ROE -50.77% 0.98% ↓ Below average

Higher and lower here are only a comparison with the typical company in the industry — a higher or lower value on its own does not mean better or worse.

Financial statements & historical data

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Frequently Asked Questions

What is Equus II USD?
Equus Total Return Inc is a prominent closed-end management investment company in the United States. With a primary focus on privately-owned middle market and small capitalization companies, it offers a range of financial solutions tailored to meet the unique needs of these businesses. The company's ultimate goal is to provide its investors with the highest total return, which comprises both capital appreciation and current income. The investment strategy of Equus Total Return revolves around long-term capital gains achieved through investments in debt and equity securities. However, what sets Equus apart is its specific focus on small and middle-market capitalization companies that are generally not publicly traded at the time of its investment. By targeting these niche companies, Equus aims to identify and capitalize on untapped potential and undervalued opportunities. To ensure successful investment outcomes, Equus Total Return employs a comprehensive approach that encompasses various stages of the investment process. The company's investment operations include investment selection, due diligence, structuring investments, and providing management assistance and monitoring of investments. When selecting investments, Equus Total Return diligently evaluates the potential risks and returns associated with each opportunity. Through in-depth research and analysis, the company identifies companies with robust growth prospects and solid financial foundations. This meticulous due diligence allows Equus to make educated decisions regarding its investment portfolio, thereby reducing risk and maximizing returns for its stakeholders. Once an investment opportunity meets Equus Total Return's stringent criteria, the company moves forward with structuring the investment. This involves designing a financial arrangement that both aligns with the interests of Equus and facilitates the growth and success of the portfolio company. Equus aims to strike a balance between providing sufficient financing to support the company's growth trajectory and safeguarding its own financial interests. Furthermore, Equus Total Return goes beyond just injecting capital into the portfolio companies. The company actively participates in their management by providing valuable assistance and guidance. Leveraging its extensive expertise and experience, Equus collaborates with the management teams of these companies to help them overcome challenges, optimize operations, and achieve sustainable growth. This hands-on, value-added approach sets Equus apart from traditional investment firms, as it continually strives to nurture and unlock the full potential of its investments. Equus Total Return also places significant importance on continuous monitoring of its investments to ensure optimal performance. By closely tracking the progress of the portfolio companies, Equus is able to identify any potential risks or opportunities promptly. This proactive approach allows the company to make timely adjustments to its investment strategy, thereby safeguarding the interests of its investors and maximizing long-term returns. In conclusion, Equus Total Return Inc stands at the forefront of closed-end management investment companies in the United States. Its specialized focus on privately-owned middle market and small capitalization companies, combined with a comprehensive investment approach, sets it apart in the financial industry. By consistently identifying and capitalizing on lucrative investment opportunities, Equus aims to deliver exceptional total returns for its investors while contributing to the growth and success of its portfolio companies.
How big is Equus II USD?
The market capitalization of Equus II USD — the combined value of all its shares — is 21.1 M USD. The higher the market cap, the larger the company. (as of 2026-06-02)
Does Equus II USD pay dividends?
The dividend yield of Equus II USD is 0.00% — it shows the annual dividend relative to the share price. This is information, not a recommendation. (as of 2026-06-02)
What sector does Equus II USD belong to?
Equus II USD operates in the Financial Services sector, industry: Asset Management.

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