Narrative-based Investing Index
Index overview
-8.72%
3 months- TickerEPSILON
- Inception Date05/05/2023
- WeightingEqual
- Number of holdings7
Description
Ben Hunt's investment philosophy, as outlined in Epsilon Theory, emphasizes the importance of understanding the narrative and social dynamics surrounding market events. He believes that markets are fundamentally shaped by human beliefs and behaviors, and that understanding these forces is key to successful investing. Possible categories within this theme include financial data providers, alternative data providers, and asset management firms that employ narrative-based strategies.
Performance
Narrative-based Investing Index
EPSILON
-41.92%
Quick stats
What's inside?
Top 10 holdings
Company | % of Index | |
1 | Alphabet, Inc. (GOOGL) | 16.82% |
2 | Alarm.com Holdings, Inc. (ALRM) | 16.09% |
3 | BlackRock, Inc. (BLK) | 15.08% |
4 | FactSet Research Systems, Inc. (FDS) | 14.10% |
5 | Aon Plc (AON) | 13.70% |
6 | Immunic, Inc. (IMUX) | 13.60% |
7 | Inovio Pharmaceuticals, Inc. (INO) | 10.62% |
Holdings
All holdings as of May 31, 2023
CSV download
Alphabet, Inc. (GOOGL) | 16.82% | $1,560.203B | 2.91% | 56.74% | 4.72x |
Alarm.com Holdings, Inc. (ALRM) | 16.09% | $2.503B | 2.08% | 60.02% | 3.17x |
BlackRock, Inc. (BLK) | 15.08% | $98.477B | -5.01% | 77.61% | 6.07x |
FactSet Research Systems, Inc. (FDS) | 14.10% | $14.749B | 19.48% | 53.25% | 8.79x |
Aon Plc (AON) | 13.70% | $62.967B | 5.48% | N/A | 6.02x |
Immunic, Inc. (IMUX) | 13.60% | $0.073B | N/A | N/A | N/A |
Inovio Pharmaceuticals, Inc. (INO) | 10.62% | $0.157B | -42.26% | -902.34% | 1.90x |
Market data by Xignite
Similar indices
- 0 Following
- 1 Following