EQM Capital Profile Picture
  • Founded 2013
  • Company Name EQM Capital
  • 10755 Scripps Poway Parkway
  • Suite 398
  • San Diego
  • California
  • 92131
Manager Disclosure Document

EQM Capital

Investment Adviser

Investment portfolio

EQM Capital Mid Cap Quant

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.06

365 days

Manager performance
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1.2%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. The deceptive allure of glamour stocks

    24 February 2015

    Why value stocks trump glitz when it comes to returns.

  2. Why mid-caps are leading the pack in 2015 18 February 2015
  3. Covestor portfolio managers in the news 2 February 2015
  4. Stay diversified in 2015 15 January 2015
  5. Should you be shopping for retail stocks? 10 December 2014

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.