Surmount · investment strategy
by Quantbase · via Surmount
Invests in companies tackling climate challenges head-on — from clean energy and water management to resilient infrastructure. Designed to align with global sustainability goals while targeting long-term returns in a changing world.
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 tackling climate challenges head-on”
31 positions as of 2026-10-20
by the source.
Top 25 of 31 shown.
Fitted to 252 returns (model) from 2025-10-17 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.81 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.71 (90%: 0.65 to 0.77)
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%)
Neither stated nor held. : 84% · 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 tackling climate challenges head-on — from clean energy and water management to resilient infrastructure. Designed to align with global sustainability goals while targeting long-term returns in a changing world.
Invests in companies addressing climate change challenges
Invests in companies tackling climate challenges head-on — from clean energy and water management to resilient infrastructure. Designed to align with global sustainability goals while targeting long-term returns in a changing world.
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: 6.8% · Utilities: 19.7% · Healthcare: 6.0% · Technology: 3.4% · Industrials: 53.0% · Real Estate: 0.9% · Basic Materials: 4.3% · Consumer Defensive: 3.4% · Financial Services: 0.9% · Communication Services: 1.7% | 2026-10-20 |
| Investors following (Surmount) | 1 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 11.09% | ||
| Annualized return since inception (Lighthorse, daily, model) | 11.06% | 2026-10-19 | |
| Return, 1 year (Surmount tracking) (model tracking) | 2.30% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -5.12% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 2.30% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 20.55% |
| Maximum drawdown (Surmount tracking) (model tracking) | -12.23% | ||
| Maximum drawdown since inception (Lighthorse, daily, model) | -12.23% | 2026-10-19 | |
| Sharpe ratio since inception (Lighthorse, daily, model) | 0.50 | 2026-10-19 | |
| Volatility since inception (Lighthorse, daily, model) | 15.67% | 2026-10-19 |
| Risk score (Surmount) | 2 | 2026-10-20 |
