Our Research Process
EQM Capital provides quantitative equity research and differentiated stock selection tools to financial advisors and qualified investors. We conduct quantitative research on stock market anomalies, inefficiencies, and sources of alpha. Our research identifies several of the key factors of outperformance and underperformance in specific market capitalization segments and/or economic sectors and industries.
EQM Capital uses a data-driven approach to investment decision making, relying on sophisticated, proprietary factors to assist in stock selection, portfolio construction, and risk control. We also provide personalized quantitative services for clients, such as customized research, equity screens, factor and model development, asset allocation, and backtesting.
Our Business Model
EQM Capital provides outsourced portfolio management solutions including stock screens and research, multi-factor stock selection models, asset allocation models, and custom quantitative research solutions with the objective to better inform investment decisions, enhance performance, and add scalability.
Our firm also provides financial content solutions such as white papers, research reports, and articles for publication on major financial websites including: Seeking Alpha, The Motley Fool, MarketWatch, and The Street.
Our firm utilizes a client-focused, non-product driven approach to Wealth Management, helping clients Define, Manage, and Achieve their financial goals.
Our Clients
EQM Capital’s quantitative research solutions are available to investment advisors, qualified investors, and professional market participants, including hedge funds, investment companies, banks, and money managers. All client relationships are kept strictly confidential.
About the Founder
EQM Capital, LLC was founded by Jane Edmondson in 2013. It is an employee and woman-owned firm.
Jane has more than 20 years of financial experience in the investment industry and worked for more than 12 years for Allianz Global Investors Capital and its predecessor firm Nicholas-Applegate Capital Management as a Quantitative Investment Analyst and Lead Portfolio Manager. She managed products across all domestic asset classes including Micro, Small, SMID, Mid, and Large Cap. She also co-managed Global Small Cap and Managed Volatility products.
During her career, Jane has designed, tested, and implemented equity investment strategies for both Institutional and Retail clients. She is a frequent contributor to Seeking Alpha, The Street and other major financial media outlets.
Jane holds an MBA in Finance from San Diego State University and a BA degree in English from UC Irvine.
