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Equity Research

Optimize Capital Markets offers industry leading research to assist in understanding changing market conditions and identifying trading opportunities. Our research team focuses on anticipating critical points in the markets and assisting clients in managing risk while achieving strong returns and corporate objectives. This approach leverages our demonstrated expertise, in-depth analysis, and broad coverage.


Our research team approaches companies, markets, and transactions from both a “bottom up”and a quantitive approach. Our team focuses on the fundamentals and demonstrated investing truisms to produce opportunistic situations and effective trading strategies.


Based on fundamental, sector, quantitative and technical analysis, recommendations include equity strategy, market insights, and an array of actionable trading and investment ideas. Our independence ensures that we are always able to make our clients’ interests the focal point.


We cover a broad range of industries and sectors across North America and key international markets. Our research spans both public entities (large, mid and small cap) and private companies. We report and follow companies throughout their growth phases.