Surmount · investment strategy
by Quantbase · via Surmount
Targets companies leading in clean energy, eco-transportation, and sustainable tech. This strategy captures the growth of the green economy by investing in innovators driving the global shift toward environmental sustainability.
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.
“Targets companies leading in clean energy, eco-transportation, and sustainable tech”
25 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.
· : 0.60 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.46 (90%: 1.22 to 1.75)
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
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. : 42% · 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.
Targets companies leading in clean energy, eco-transportation, and sustainable tech. This strategy captures the growth of the green economy by investing in innovators driving the global shift toward environmental sustainability.
Invests in environmentally-friendly companies
Targets companies leading in clean energy, eco-transportation, and sustainable tech. This strategy captures the growth of the green economy by investing in innovators driving the global shift toward environmental sustainability.
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: 20.6% · Utilities: 23.9% · Technology: 6.6% · Industrials: 27.5% · Basic Materials: 7.6% · Consumer Cyclical: 7.5% · Consumer Defensive: 3.2% · Financial Services: 3.2% | 2026-10-20 |
| Investors following (Surmount) | 10 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 10.42% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 0.58% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | -7.62% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 1.12% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 63.81% |
| Maximum drawdown (Surmount tracking) (model tracking) | -44.10% |
| Risk score (Surmount) | 3.51 | 2026-10-20 |
