Surmount · investment strategy
by Quantbase · via Surmount
Hand selected U.S. listed preferred and common stock determined to be trading at a significant discount to predicted future value.
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.
“determined to be trading at a significant discount to predicted future value”
“Hand selected U.S. listed preferred and common stock”
13 positions as of 2026-10-20
by the source.
Fitted to 212 returns (model) from 2025-12-15 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.66 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.67 (90%: 1.42 to 1.87)
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.
10.0% 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. : 69% · 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.
Hand selected U.S. listed preferred and common stock determined to be trading at a significant discount to predicted future value.
Hand selected U.S. listed preferred and common stock determined to be trading at a significant discount to predicted future value.
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: 15.0% · Technology: 37.0% · Consumer Cyclical: 26.0% · Communication Services: 22.0% | 2026-10-20 |
| Investors following (Surmount) | 4 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 92.53% | ||
| Return, 3 months (Surmount tracking) (model tracking) | 11.31% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 68.71% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 199.51% |
| Maximum drawdown (Surmount tracking) (model tracking) | -23.78% |
| Risk score (Surmount) | 2.46 | 2026-10-20 |
Interactive Advisors
Collective2
