Surmount · investment strategy
by Quantbase · via Surmount
Invests in <30 leading companies pioneering breakthroughs in nanotech — from materials science to nanomedicine. Rebalanced monthly, this strategy targets long-term growth in a cutting-edge, high-impact industry.
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 <30 leading companies pioneering breakthroughs in nanotech”
“Rebalanced monthly”
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.
· : 0.71 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.44 (90%: 1.24 to 1.66)
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%)
Neither stated nor held. : 89% · 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.
1 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Invests in <30 leading companies pioneering breakthroughs in nanotech — from materials science to nanomedicine. Rebalanced monthly, this strategy targets long-term growth in a cutting-edge, high-impact industry.
Invests in companies at the forefront of nanotechnology
Invests in <30 leading companies pioneering breakthroughs in nanotech — from materials science to nanomedicine. Rebalanced monthly, this strategy targets long-term growth in a cutting-edge, high-impact industry.
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: 7.0% · Healthcare: 42.3% · Technology: 43.9% · Industrials: 6.7% | 2026-10-20 |
| Investors following (Surmount) | 15 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 17.12% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 62.42% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 6.13% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 44.45% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 119.64% |
| Maximum drawdown (Surmount tracking) (model tracking) | -30.22% |
| Risk score (Surmount) | 2.51 | 2026-10-20 |
Interactive Advisors
Collective2
