Stableton Unicorn Top 20 Strategy

The Most Valuable Venture Companies

Discover the world’s fastest-growing, most innovative companies in the Top 20 Strategy portfolio.

Stableton Unicorn Top 20 Strategy

The Most Valuable Venture Companies

Discover the world’s fastest-growing, most innovative companies in the Top 20 Strategy portfolio.

Airtable

Productivity Software

Anthropic

Artificial Intelligence & Machine Learning

Brex

Financial Software

Canva

Information Technology

Celonis

Business/Productivity Software

Chime

Financial Software

Databricks

Database Software

Deel

Business Software

Discord

Information Technology

Epic Games

Entertainment Software

Gopuff

Consumer Products and Services (B2C)

Kraken

Financial Software

OpenAI

Artificial Intelligence & Machine Learning

Plaid

Financial Software

Revolut

Financial Software

Ripple

Financial Software

Rippling

Financial Software

SHEIN

Internet Retail

Stripe

Information Technology

All company logos and brand names are the property of their respective owners and used for identification purposes only. Use of these company logos and brand names does not imply endorsement or affiliation.

Backtested Performance of Top 20 Unicorns

Top 20 Unicorns**

Public Equities*

* as measured by the Morningstar® Developed Markets Target Market Exposure Index™ **as measured by the Morningstar® PitchBook® Unicorn Select 20 Index™

About the Top 20 Unicorns

Details
Number of Holdings	20
Total Market Cap	$691.6b
Weighted Avg. Market Cap	$35.4b
Median Market Cap	$17.2b

Market Capitalization
Mega Cap ($100bn+)	6%
Large ($10bn-$100bn)	94%
Medium & Small (<$10bn)	0%

Sector Breakdown
Information Technology	62%
Business Products, Services	25%
Consumer Products, Services	3%
Financial Services	10%

Geographic Breakdown
Europe	10%
Asia	4%
North America	80%
Oceania	6%

As of 30/8/2024; Morningstar® PitchBook® Unicorn Select 20 Index™

Attractive Risk/Return Metrics

Stableton's Unicorn Top 20 strategy has shown better results than public markets in backtests. Now, for the first time, Stableton enables access to private market investments. These companies can offer more attractive risk and return compared to public markets.

Backtest Results (12/2014 - today)	Public Equities*	Top 20 Unicorns**
Annualized Return	10.3%	18.6%
Standard Deviation	15.1%	16.7%
Return/Risk	0.7	1.1
Max Drawdown	-25.1%	-29%

* as measured by the Morningstar® Developed Markets Target Market Exposure Index™ **as measured by the Morningstar® PitchBook® Unicorn Select 20 Index™

Please note that the information provided above is for illustrative purposes only and should not be construed as financial advice. Past performance is not indicative of future results, and historical data should not be relied upon as a guarantee of future performance. Furthermore, please be aware that the information presented is not intended to represent any specific product or investment, and is not intended to be a substitute for professional financial advice. This is not the actual product and should not be treated as such. Please consult with a licensed financial advisor before making any investment decisions.