Narrative-based Investing Index

Index overview
3 months
  • TickerEPSILON
  • Inception Date05/05/2023
  • WeightingEqual
  • Number of holdings7

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.


Narrative-based Investing Index

Quick stats

What's inside?
Top 10 holdings
Company% of Index
1Alphabet, Inc. (GOOGL)16.82% Holdings, Inc. (ALRM)16.09%
3BlackRock, Inc. (BLK)15.08%
4FactSet Research Systems, Inc. (FDS)14.10%
5Aon Plc (AON)13.70%
6Immunic, Inc. (IMUX)13.60%
7Inovio Pharmaceuticals, Inc. (INO)10.62%


All holdings as of May 31, 2023
CSV download
Alphabet, Inc. (GOOGL)16.82%$1,560.203B2.91%56.74%4.72x Holdings, Inc. (ALRM)16.09%$2.503B2.08%60.02%3.17x
BlackRock, Inc. (BLK)15.08%$98.477B-5.01%77.61%6.07x
FactSet Research Systems, Inc. (FDS)14.10%$14.749B19.48%53.25%8.79x
Aon Plc (AON)13.70%$62.967B5.48%N/A6.02x
Immunic, Inc. (IMUX)13.60%$0.073BN/AN/AN/A
Inovio Pharmaceuticals, Inc. (INO)10.62%$0.157B-42.26%-902.34%1.90x
Market data by Xignite

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