Where performance meets diversification
The Filtered 50 is an equal-weighted, EUR-denominated index spanning North American and European equities. A 17-filter methodology selects 50 high-conviction names and rebalances quarterly — consistently delivering alpha versus traditional renowned indices since 2012.
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Rules over opinions.
Cap-weighted indexes concentrate risk in the largest names. The Filtered 50 does the opposite — systematic selection, equal weighting, durable diversification.
The numbers, in full.
Index-level returns versus SPY (S&P 500) and ACWI (MSCI All Country World). As of
Top holdings & allocation breakdown.
Equal-weight target of 2.0% per name at each quarterly rebalance. Current weights reflect
intra-quarter drift. Data as of
The team
The Filtered Funds is led by three founders with extensive experience in private banking, portfolio management, and responsible investing. Their backgrounds include senior roles in family offices, leading European private banks, and global wealth-management institutions. Collectively, they bring decades of expertise in equity strategy design, UHNW advisory, ethical portfolio screening, and CSR integration.
One founder built a €200M responsible-investment advisory business from scratch, while others have managed complex portfolios for high-net-worth and institutional clients. This blend of institutional discipline, entrepreneurial execution, and quantitative insight forms the foundation of The Filtered Funds' research-driven and transparent investment approach.
An expanding index family.
The Filtered 50 is the foundation. The same systematic methodology extends to a family of regional indices — broadening market coverage while preserving the discipline that drives the flagship.
Want the full picture?
Download the Filtered 50 factsheet for the complete methodology, historical performance, and current holdings. Or reach out directly — we're happy to talk.