Surmount · investment strategy
by Quantbase · via Surmount
Invests in companies leading the fight against climate change through carbon capture, utilization, and storage (CCUS). Blends industry giants and innovators, rebalanced periodically to stay aligned with the fast-evolving push toward carbon neutrality.
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 in companies leading the fight against climate change through carbon capture, utilization, and storage (CCUS)”
19 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.
· : 0.94 · Holdings take precedence for verdicts.
Beta to the S&P 500: -0.28 (90%: -0.60 to 0.03)
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.
66.8% of weight in (IVV: 3.0%) · stated: less fossil fuel
No funds
Its stated rules promise the opposite of what the holdings show versus IVV. : 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. : 68% · 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.
2 missing
The text the rules are quoted from, with where it came from.
Invests in companies leading the fight against climate change through carbon capture, utilization, and storage (CCUS). Blends industry giants and innovators, rebalanced periodically to stay aligned with the fast-evolving push toward carbon neutrality.
Invests in companies focused on carbon capture solutions
Invests in companies leading the fight against climate change through carbon capture, utilization, and storage (CCUS). Blends industry giants and innovators, rebalanced periodically to stay aligned with the fast-evolving push toward carbon neutrality.
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) | Energy: 71.2% · Utilities: 2.2% · Basic Materials: 26.6% | 2026-10-20 |
| Investors following (Surmount) | 9 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 15.33% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 41.06% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 9.75% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 38.66% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 103.47% |
| Maximum drawdown (Surmount tracking) (model tracking) | -21.14% |
| Risk score (Surmount) | 2.25 | 2026-10-20 |
