Surmount · investment strategy
by Quantbase · via Surmount
Invests in 29 cutting-edge biotech companies advancing gene editing, immunotherapy, and precision medicine. Rebalanced monthly, this strategy targets long-term growth by capturing innovation in one of the fastest-evolving sectors in healthcare.
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.
“investing in a select list of 29 public companies”
“focuses on investing in a diversified portfolio of companies involved in the research, development, and commercialization of novel therapies”
“rebalances the portfolio every 30 days”
“The strategy's portfolio allocations are determined based on custom weights”
26 positions as of 2026-10-20
by the source.
Top 25 of 26 shown.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.36 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.06 (90%: 0.73 to 1.31)
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%)
2 funds (SEC N-PORT, as of 2026-06-30)
No stated fossil-fuel rule; the exposure is shown for reference. : 99% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 39% · 2026-10-20
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.
1 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Description: The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations in the biotechnology industry. This strategy focuses on investing in a diversified portfolio of companies involved in the research, development, and commercialization of novel therapies and cutting-edge biotechnological solutions, spanning various sectors such as gene editing, immunotherapy, and precision medicine. This strategy implements a customizable approach to investing in a select list of 29 public companies with established track records in the biotechnology sector or with significant investments in the field. The strategy's portfolio allocations are determined based on custom weights, which reflect each company's financial strength, comparison to industry peers, and potential growth prospects. The strategy runs on a daily interval and rebalances the portfolio every 30 days. The rebalancing process adjusts the portfolio's allocations to the target levels derived from the custom weights for each company. The Biotech Breakthroughs Thematic Investing Strategy aims to deliver long-term capital appreciation by investing in companies that are well-positioned to benefit from the emerging potential of biotechnological advancements, while also providing diversified exposure to various sectors within this rapidly evolving industry.
Invests in companies making advancements in biotechnology
Invests in 29 cutting-edge biotech companies advancing gene editing, immunotherapy, and precision medicine. Rebalanced monthly, this strategy targets long-term growth by capturing innovation in one of the fastest-evolving sectors in healthcare.
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) | Healthcare: 95.6% · Financial Services: 4.4% | 2026-10-20 |
| Investors following (Surmount) | 5 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 5.91% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 42.25% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 23.33% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 45.31% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 31.06% |
| Maximum drawdown (Surmount tracking) (model tracking) | -47.43% |
| Risk score (Surmount) | 3.44 | 2026-10-20 |
