​​​​​​​​​​​​​​1 (844) EQ8 - FUND

​​​​​​​​eQuaTe is an independent asset management firm specializing in quantitative investment strategies geared for high net worth individuals, institutional clients and innovative pension plans. Our rules-based approach is founded on decades of experience, and our investment process is highly objective and considers more than 30 years of company and market data. Along with key macroeconomic indicators, we use this information to identify factors that have consistently added the most value over time as well as their optimal combination for stock selection.

Our funds are designed to target areas of the North American equity market that are often overlooked or inaccessible to larger money managers. It is our firm belief that limiting the size of our funds can lead to significant outperformance over the long run. In addition, our analysis has shown that following a tested rules-based system that applies a strict sell discipline can greatly reduce downside risk.