Surmount · investment strategy
by Quantbase · via Surmount
Targets top aerospace and defense companies with strong innovation and durable competitive advantages — built for long-term growth in a high-tech, high-security sector.
Description from Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“Targets top aerospace and defense companies with strong innovation and durable competitive advantages”
11 positions as of 2026-10-20
by the source.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.45 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.71 (90%: 0.60 to 0.89)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
0.0% of weight in (IVV: 3.0%)
No funds · not identified: ERJ 11%
No stated fossil-fuel rule; the exposure is shown for reference. : 89% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 58% · 2026-10-20
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
The text the rules are quoted from, with where it came from.
Targets top aerospace and defense companies with strong innovation and durable competitive advantages — built for long-term growth in a high-tech, high-security sector.
Targets top aerospace and defense companies with strong innovation and durable competitive advantages — built for long-term growth in a high-tech, high-security sector.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Industrials: 100.0% | 2026-10-20 |
| Investors following (Surmount) | 27 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 23.34% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 10.71% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -7.69% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 5.79% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 184.28% |
| Maximum drawdown (Surmount tracking) (model tracking) | -24.74% |
| Risk score (Surmount) | 2.33 | 2026-10-20 |
Interactive Advisors
Collective2
