Surmount · investment strategy
by Quantbase · via Surmount
A socially responsible strategy that invests equally in 6 Black-owned companies. Rebalanced monthly to maintain diversification and support inclusive economic growth.
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.
“invests equally in 6 Black-owned companies”
“A socially responsible strategy that invests equally in 6 Black-owned companies”
“Rebalanced monthly”
7 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.
· : 0.03 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.35 (90%: -0.02 to 0.71)
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
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 0% · 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.
A socially responsible strategy that invests equally in 6 Black-owned companies. Rebalanced monthly to maintain diversification and support inclusive economic growth.
Invests in Black-owned businesses
A socially responsible strategy that invests equally in 6 Black-owned companies. Rebalanced monthly to maintain diversification and support inclusive economic growth.
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: 33.7% · Real Estate: 16.7% · Financial Services: 33.2% · Communication Services: 16.4% | 2026-10-20 |
| Investors following (Surmount) | 14 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | -6.76% | ||
| Return, 1 year (Surmount tracking) (model tracking) | -3.04% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -11.00% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | -1.85% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | -29.42% |
| Maximum drawdown (Surmount tracking) (model tracking) | -44.89% |
| Risk score (Surmount) | 3.43 | 2026-10-20 |
