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.
“takes an equal-weighted position in 10 publicly-traded companies”
“companies that disclosed the most Quarter over Quarter growth in U.S. federal lobbying expenditures”
“rebalanced monthly”
11 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.
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%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 10% · 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.
3 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
The Lobbying QoQ Growth Strategy takes an equal-weighted position in 10 publicly-traded companies that disclosed the most Quarter over Quarter growth in U.S. federal lobbying expenditures, rebalanced monthly.
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: 5.7% · Utilities: 3.7% · Healthcare: 19.2% · Technology: 13.2% · Industrials: 12.0% · Real Estate: 4.3% · Basic Materials: 6.2% · Consumer Cyclical: 7.2% · Consumer Defensive: 7.7% · Financial Services: 14.3% · Communication Services: 6.6% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 12.58% | ||
| Total return (Surmount tracking) (model tracking) | 79.31% |
| Maximum drawdown (Surmount tracking) (model tracking) | -30.96% |
| Risk score (Surmount) | 2.51 | 2026-10-20 |
