Equity Story is a comprehensive investment advisory and education platform designed to empower Australian investors with sophisticated market insights and actionable trading recommendations. Founded by a team of experienced financial analysts, the company provides detailed ASX investment advice through various membership packages, leveraging a unique blend of fundamental and technical analysis to help investors make informed decisions.
The company offers two primary membership tiers – Investor Plus and The Investor Club – which provide increasingly comprehensive services ranging from daily trading podcasts and investment recommendations to exclusive access to pre-market insights, live Q&A sessions, and potential capital placement opportunities. Their approach combines top-down and bottom-up research techniques, focusing on medium to long-term growth opportunities while emphasizing risk management and strategic investment strategies.
Beyond their advisory services, Equity Story has also developed a managed growth fund that has demonstrated strong performance, with a rolling 12-month return of +21.96%. The company goes beyond traditional investment advice by offering educational resources like their Complete CTM (Capture The Momentum) Course, which teaches investors their proprietary investment strategy. With a team of seasoned analysts like CEO Shane White and technical/fundamental experts, Equity Story aims to demystify investing and provide clear, actionable guidance for investors of all experience levels.
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