Surmount · investment strategy
by Quantbase · via Surmount
Invests in companies leading the clean tech revolution — from EVs and renewables to sustainable infrastructure. Designed to capture long-term growth while supporting the global shift to a low-carbon future.
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 clean tech revolution”
27 positions as of 2026-10-20
by the source.
Top 25 of 27 shown.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.58 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.32 (90%: 1.12 to 1.57)
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%) · stated: less fossil fuel
No funds · not identified: PEGX 4%
Its stated rules promise less (or more) fossil-fuel exposure, and the holdings deliver it versus IVV. : 96% · 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.
2 missing
The text the rules are quoted from, with where it came from.
Invests in companies leading the clean tech revolution — from EVs and renewables to sustainable infrastructure. Designed to capture long-term growth while supporting the global shift to a low-carbon future.
Invests in companies driving environmental transformation
Invests in companies leading the clean tech revolution — from EVs and renewables to sustainable infrastructure. Designed to capture long-term growth while supporting the global shift to a low-carbon future.
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: 14.1% · Utilities: 25.0% · Technology: 7.2% · Industrials: 28.5% · Basic Materials: 7.1% · Consumer Cyclical: 7.2% · Consumer Defensive: 3.6% · Financial Services: 3.5% · Communication Services: 3.8% | 2026-10-20 |
| Investors following (Surmount) | 8 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 14.57% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 10.42% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -7.29% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 7.68% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 97.58% |
| Maximum drawdown (Surmount tracking) (model tracking) | -43.71% |
| Risk score (Surmount) | 3.50 | 2026-10-20 |
