GREAT Founder Driven Companies Portfolio
Targeted exposure to select companies leading in quantum computing and advanced computational technologies
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Founder Driven Companies Portfolio
Portfolio Asset Allocation as of Oct 26, 2026
Portfolio Asset Allocation
as of Oct 26, 2026
- Equities100.00%
- Fixed income0.00%
- Cash0.00%
- Derivatives0.00%
- Commodities0.00%
Portfolio Details
The GREAT Founder Driven Companies Portfolio provides equity exposure to publicly listed companies led by founder-driven management teams. Constructed using a rules-based methodology, constituents are selected based on governance structure, offering systematic exposure to founder-led businesses.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies led by founder-driven management teams, while managing concentration, liquidity, and structural risks inherent to thematic investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Enhanced Portfolio | 213.69% |
| GREAT Broad Market Growth Portfolio | 86.60% |
| GREAT Performance Efficiency Portfolio | 61.71% |
| GREAT Performance Leaders Portfolio | 140.91% |
Frequently Asked Questions
The portfolio has exposure primarily to publicly listed companies led by founder-driven management teams. It focuses on firms where founders continue to play a significant role in strategic decision-making, ownership, or leadership, often associated with long-term vision and operational alignment.
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