The first multi-asset quantitative system built on Catholic Social Teaching.
Concentrated stock leadership, paired with a trend-following sleeve in gold and long-term bonds so capital works across market regimes. Developed with AI-assisted research — AI informs the work; the rules, and the human, make the decisions.
Performance-first · Rules-based discipline · Values-certain · Transparent
| Manager | Strategy | USCCB Screen | Quantitative Rules | Momentum-Based | Accredited Investors |
|---|---|---|---|---|---|
| Renaissance RIEF | Systematic quant | ✗ None | ✓ | ✓ | ✗ Institutional |
| AQR Capital | Systematic factor | ✗ None | ✓ | Partial | ✗ Institutional |
| ARK Invest | Active thematic | ✗ None | ✗ Discretionary | ✗ | ✓ ETF |
| Motley Fool Rule Breakers | Fundamental growth picks | ✗ None | ✗ Analyst opinion | ✗ | ✓ |
| S&P 500 Index (SPY) | Passive index | ✗ None | ✗ Market-cap weight | ✗ | ✓ |
| Enoch Capital ✦ | Systematic momentum | ✓ Hard gate — USCCB | ✓ Algorithmic — Livermore rules | ✓ Core strategy | ✓ Accredited |
Catholic funds — natural partners, not competitors
CBIS ($12.8B), Ave Maria ($3.6B), and Inspire ($4.3B) are passive or fundamental — none uses systematic momentum. They have the distribution, the trust, and the investor base. We have the quantitative engine they don't. That makes them ideal channel partners and referral networks as we scale.
The quant fund market
Renaissance, AQR, and Two Sigma have built rigorous systematic rules. None applies a Catholic moral screen. Institutional minimums make them inaccessible to most Catholic investors.
"The money is in the sitting — not the trading."
— Jesse LivermoreHow every result is produced
Backtested results are hypothetical, have inherent limitations, and do not represent actual trading. Past performance is not indicative of future results.
What we will and won't show you
Before showing this deck to any investor, we commissioned an independent audit of our own backtest. It found four contamination sources common to quantitative backtests. We fixed all four in code — and we underwrite only to the corrected, cost- and bias-adjusted result, never the raw figure.
We would rather show you a number we can defend in a 90-minute due diligence call than one we cannot. The corrected track record, with its confidence interval and full methodology, is shared under NDA in the diligence package.
What the audit fixed
We publish ranges, not hero numbers. The figure we underwrite to is the corrected one — available, with full methodology and confidence interval, in the due diligence package.
Abortion · contraception · pornography · gambling · tobacco · labor exploitation · human trafficking · gender transition procedures. Any material involvement = permanent removal.
Worker dignity · just wages · environmental stewardship (Laudato Si) · community investment · family and human dignity.
Ethical board structure · executive pay fairness relative to workers · transparency and accountability.
Inspire Insight (USCCB-aligned, current) → MSCI ESG Catholic Values (institutional upgrade). Screen refreshes monthly.
"Profit serves people, not the reverse."
— Caritas in Veritate, Pope Benedict XVI"The economy exists for the person, not the person for the economy."
— Centesimus Annus, Pope John Paul II"Care for our common home is not optional for a Christian."
— Laudato Si, Pope FrancisWe did not add Catholic values to an existing system. We built the system around them. Gate Zero means no Catholic-failing company is ever scored, held, or considered — regardless of its momentum or profitability.
Seed capital funds the V1 build — legal structure, developer, live trading infrastructure, CST screen.
3–6 months live track record required before outside investor capital is deployed into the strategy.
The $1.75T institutional market unlocks at V2 — that is the long-term addressable opportunity.
Every vendor is screened against USCCB Socially Responsible Investment Guidelines before selection. No material revenue from abortion, pornography, gambling, weapons, or tobacco.
Vatican Bank + Morningstar launched two Catholic equity indices in Feb 2026. This system's universe will align with those indices as they mature.
The rare combination: He has raised capital, managed $1.3B in revenue, traded his own money with real technical methods, built and sold companies, and holds patents in identity technology. Most fund managers have done one of these things. Jon has done all of them.
This round funds the operating company — Enoch Capital Management LLC — which builds, runs, and earns from the fund. You are investing in the company that operates the fund, not the fund itself. The fund raise follows once the live track record is established.
How You Get Paid
The fund charges a 20% performance fee above an 8% hurdle. That fee flows to the management company. Membership interest holders receive pro-rata distributions from those earnings annually. No management fee — the company only earns when the fund performs.
Example: At $10M AUM, 20% fee above 8% hurdle → $520K/year to the management company. A 10% membership stake = $52K/year distribution. At $50M AUM, same 10% stake = $260K/year.
A ~24-month runway: the team, the build, compliance, and a proprietary trading account that establishes a live, audited track record. Outside trading capital is raised separately in the fund raise.
"The system is built. This round launches the business around it."
— Jonathan Simmons, FounderAs an Enoch Capital member, you have exclusive access to professional USCCB and Magnifica Humanitas screening for any prospectus or SEC filing. Assess whether companies align with Catholic Social Teaching before you invest.
Yours as a fund member. Use your member discount code at checkout.
The specific backtested figures and full methodology are in the confidential diligence memorandum — released to verified accredited investors under NDA.
Request the Diligence Package →Or contact directly: [email protected]
A complete PPM precedes any investment. All communications are subject to applicable federal and state securities laws.