U.S. Wealth Index

The Horizon Kinetics ISE Wealth Index provides a benchmark for investors interested in tracking the performance of U.S.-listed companies managed by individuals with substantial personal wealth and significant equity holdings in their business. The Index was launched in August 2011.

In most cases, the members of the Wealth Index have used their respective companies as the primary means of accumulating such wealth. By virtue of this vested interest, these executives often emphasize the creation of long-term shareholder value and, as a result, outperform the broader markets. This unique predictive factor has been demonstrated to provide meaningful excess returns over time versus the S&P 500 Index.

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