THEMATIC
Narrative-based Investing Index

EPSILON

Index Performance

+16.66%
EPSILON

Overview

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.

  • TickerEPSILON
  • Inception Date05/05/2023
  • WeightingEqual
  • # of holdings7
What's inside?

Holdings

All holdings as of February 23, 2024
CSV download
Inovio Pharmaceuticals, Inc. (INO)21.62%$174.26M-95.76%-165.87%-38.85
Alarm.com Holdings, Inc. (ALRM)15.16%$3.50B2.64%59.72%3.74
Alphabet, Inc. (GOOGL)13.91%$1.67T9.36%56.75%5.52
Aon Plc (AON)13.04%$62.54B7.35%91.91%5.27
FactSet Research Systems, Inc. (FDS)13.02%$17.48B7.41%53.59%8.88
BlackRock, Inc. (BLK)12.82%$121.01B5.35%81.78%N/A
Immunic, Inc. (IMUX)10.42%$109.71MN/AN/AN/A
Market data by FactSet