Surmount · investment strategy
by Quantbase · via 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.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“focuses on allocating funds across key energy sector companies”
“This strategy assigns 20% of the total investment to Petrobras (PBR), Ecopetrol (EC), ExxonMobil (XOM), and Chevron (CVX) each”
7 positions as of 2026-10-20
by the source.
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.
100.0% of weight in (IVV: 3.0%) · stated: energy focus
No funds
Its stated rules promise less (or more) fossil-fuel exposure, and the holdings deliver it 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. : 40% · 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.
4 missing
The text the rules are quoted from, with where it came from.
The investment strategy named Daly Asset Management Energy focuses on allocating funds across key energy sector companies. This strategy assigns 20% of the total investment to Petrobras (PBR), Ecopetrol (EC), ExxonMobil (XOM), and Chevron (CVX) each, aiming to diversify the portfolio within the industry. Additionally, 10% of the investment is allocated to Alliance Resource Partners (ARLP) and Black Stone Minerals (BSM) respectively. The strategy operates with a trading frequency of 30 units of time and executes trades based on a daily period. The primary objective of this strategy is to capitalize on the potential growth and stability offered by investments in energy companies, aiming to generate returns for investors over the specified time frame.
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: 100.0% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 16.51% | ||
| Total return (Surmount tracking) (model tracking) | 114.08% |
| Maximum drawdown (Surmount tracking) (model tracking) | -25.06% |
| Risk score (Surmount) | 2.40 | 2026-10-20 |
