The Informed Momentum Company (IMC)

What The Informed Momentum Company (IMC) does

The Informed Momentum Company (IMC), formerly EAM Investors, is a Solana Beach, California-based registered investment adviser founded in 2007 by Travis Prentice and Joshua Moss. The firm manages approximately $2.3 billion in assets under management and operates with 11-50 employees, providing institutional investors with a suite of 13 equity strategies that apply a proprietary 'Informed Momentum' investment process combining price momentum signals (including 12-month-minus-1-month and proximity-to-52-week-high) with fundamental momentum analysis across US, Non-US, and Global markets at large, mid, small, micro, and ultra-micro capitalizations. IMC's products include dedicated US Large Cap, US Mid Cap, US Small Cap, US Micro Cap, US Ultra Micro Cap, Non-US Equity, Non-US Small Cap, Non-US Micro Cap, Emerging Markets Equity, Emerging Markets Small Cap, Global Equity, Global Small Cap, and Global Micro Cap strategies, each benchmarked against an established index (Russell, MSCI ACWI ex-US, MSCI Emerging Markets, or FTSE Global Micro Cap).

IMC generates revenue exclusively through recurring investment management fees charged on AUM across these equity strategies, with fee schedules negotiated bilaterally with institutional clients and not publicly disclosed. The firm distributes exclusively through a direct institutional sales motion led by a client partnerships team headed by Mark Osterkamp, targeting pension funds, endowments, foundations, registered investment advisors, and investment consultants in the United States. IMC supports distribution with an extensive thought-leadership platform spanning Factor Research, Insights, Rising Tides thematic observations, Market Analysis, and quarterly Commentary, complemented by an Inside Informed Momentum video series and CIO appearances on the Excess Returns podcast.

The firm is privately held and wholly owned by its founders with no disclosed external private equity, venture capital, or strategic backing. Its senior leadership includes CEO Derek Gaertner (formerly CFO/CCO at Torrey Pines Capital Management), CIO and co-founder Travis Prentice, President Frank P. Hurst, and CCO Iris Procacci. The operating geography is institutionally focused on U.S. clients, with strategy mandates extending exposure to Non-US developed and emerging markets through dedicated international and global strategies.

Name

The Informed Momentum Company (IMC)

Legal name

The Informed Momentum Company, LLC

Website

https://informedmomentum.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

The Informed Momentum Company (IMC) is a Solana Beach-based institutional investment adviser managing $2.3B across 13 momentum-based equity strategies spanning US, Non-US, and Global markets at multiple market caps, serving pension funds, endowments, foundations, and RIAs through direct institutional distribution.

Ownership category

akta.pro rank

Headquarters

HQ city

Solana Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Investment Management Fees: IMC generates revenue through asset management fees charged on assets under management across its equity strategies (US, Non-US, and Global equity across various market cap segments). The firm manages $2.3B in assets under management as an institutional investment manager.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The Informed Momentum Company (IMC) is an institutional investment management firm that offers momentum-based equity investment strategies across US, Non-US, and Global markets, spanning multiple market capitalizations (large, mid, small, micro, ultra micro cap). The firm manages $2.3B in assets under management using a proprietary systematic process combining price momentum signals with fundamental analysis, delivered exclusively to institutional investors such as pension funds, endowments, foundations, and registered investment advisors.

Product overview

The Informed Momentum Company (IMC) offers a suite of 13 distinct momentum-based equity investment strategies across three geographic regions (US, Non-US, and Global) and multiple market capitalizations (Large Cap, Mid Cap, Small Cap, Micro Cap, and Ultra Micro Cap). The core product is the Informed Momentum investment approach—a systematic, disciplined momentum investing methodology that harnesses price and business momentum to generate alpha. IMC's strategies are delivered through a consistent investment process, team, and research engine applied across global equities. Additionally, IMC provides a comprehensive research and education platform featuring Factor Research, Insights, Rising Tides, Market Analysis, and Commentary content to support institutional investors.

Differentiator

Problem solved

Functional benefit

Products and services

• US Large Cap Strategy US equity momentum strategy targeting large-cap stocks, benchmarked against the Russell 1000 Index, offered to institutional investors.
• US Mid Cap Strategy US equity momentum strategy targeting mid-cap stocks, benchmarked against the Russell Midcap Index, offered to institutional investors.
• US Small Cap Strategy US equity momentum strategy targeting small-cap stocks, benchmarked against the Russell 2000 Growth Index, offered to institutional investors.
• US Micro Cap Strategy US equity momentum strategy targeting micro-cap stocks, benchmarked against the Russell Microcap Index, offered to institutional investors.
• US Ultra Micro Cap Strategy US equity momentum strategy targeting ultra micro-cap stocks for maximum momentum exposure, offered to institutional investors.
• Non-US Equity Strategy Non-US equity momentum strategy, benchmarked against the MSCI ACWI ex-US Index, offered to institutional investors.
• Non-US Small Cap Strategy Non-US equity momentum strategy targeting small-cap stocks, benchmarked against the MSCI ACWI ex-US Small Cap Index, offered to institutional investors.
• Non-US Micro Cap Strategy Non-US equity momentum strategy targeting micro-cap stocks, benchmarked against the FTSE Global ex-US Micro Cap Index, offered to institutional investors.
• Emerging Markets Equity Strategy Emerging markets equity momentum strategy, benchmarked against the MSCI Emerging Markets Index, offered to institutional investors.
• Emerging Markets Small Cap Strategy Emerging markets equity momentum strategy targeting small-cap stocks, benchmarked against the MSCI EM Small Cap Index, offered to institutional investors.
• Global Equity Strategy Global equity momentum strategy spanning US and international markets, benchmarked against the MSCI ACWI Index, offered to institutional investors.
• Global Small Cap Strategy Global equity momentum strategy targeting small-cap stocks, benchmarked against the MSCI ACWI Small Cap Index, offered to institutional investors.
• Global Micro Cap Strategy Global equity momentum strategy targeting micro-cap stocks, benchmarked against the FTSE Global Micro Cap Index, offered to institutional investors.

Quantifiable outcome

• Momentum outperformed market returns in 100% of equity markets tested
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Acadian Asset Management: Acadian is a quantitative global equity manager offering systematic strategies across market caps and regions for institutional clients. Its factor- and signals-driven investment process and institutional-only distribution mirror IMC's operating model.
• AQR Capital Management: AQR is a large systematic investment manager whose core equity strategies are built around academic factors including momentum, value, quality, and low risk. It serves institutional clients globally with a research-driven, multi-factor approach that directly overlaps IMC's momentum franchise.
• Research Affiliates: Research Affiliates is a global smart-beta and factor investing firm built on the Fama-French academic tradition, with a strong emphasis on value and multi-factor equity. It competes with IMC for institutional factor allocation mandates and shares IMC's research-led positioning.
• Man Group / AHL: Man Group's AHL unit runs systematic trend-following and momentum strategies across asset classes for institutional clients. While AHL is more multi-asset than IMC, its time-series momentum heritage is a direct intellectual and product comparable.
• AlphaSimplex Group: AlphaSimplex is a systematic investment manager specializing in momentum and trend-following strategies across global markets, founded by research with deep academic ties. Its narrow momentum focus and institutional audience closely parallel IMC's product positioning.
• PanAgora Asset Management: PanAgora is a quantitative asset manager offering systematic equity strategies organized around dynamic factor signals including momentum, value, quality, and size. Its institutional client base and factor-driven research engine overlap closely with IMC's Informed Momentum framework.
• Dimensional Fund Advisors: Dimensional is one of the largest academic factor-based asset managers, offering equity strategies organized around dimensions such as size, value, and profitability/momentum across global markets. Its institutional channels and systematic process make it a close comparable to IMC's factor equity business.
• Parametric Portfolio Associates: Parametric is a systematic investment manager offering rules-based equity, fixed income, and multi-asset strategies for institutional clients, with a strong heritage in custom factor and direct-indexing solutions. Its systematic equity capabilities place it in direct competition with IMC for institutional mandates.
• Robeco: Robeco runs a well-known quantitative equity franchise that explicitly targets factor premiums including momentum, value, quality, and low volatility for institutional clients globally. Its factor equity product line is a directly comparable systematic offering to IMC's strategies.

Broad incumbents

• AllianceBernstein (AB): AB is a large global asset manager offering systematic factor equity capabilities alongside traditional active and alternative strategies for institutional clients. While broader and less momentum-specialized than IMC, it competes in the same institutional factor-allocations RFP pool.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Customer concentration

• Xx.com/Informed_Mo
• LinkedInlinkedin.com/company/eaminvestors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Informed Momentum Company (IMC)