The first multi-asset quantitative system built on Catholic Social Teaching.
Concentrated stock leadership, paired with a trend-following sleeve in gold, long-term bonds, and broad commodities 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 & fund formation, engineering, live trading infrastructure, distribution, and a proprietary track record.
The $1.75T institutional market unlocks at institutional scale — 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 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, FounderHow the AUM compounds
| Net return | Perf fee · 2-yr | Yr-3 run-rate on $20M |
|---|---|---|
| 15% | ~$210K | ~$280K/yr |
| 25% | ~$510K | ~$680K/yr |
| 40% | ~$960K | ~$1.28M/yr |
Illustrative only. Returns shown are hypothetical, not guaranteed; the performance fee applies solely to gains above the 8% hurdle. The underwritten track record and its confidence interval are in the confidential diligence package.
Enoch already sells impersonal research and Catholic (USCCB / Magnifica Humanitas) due diligence under the Publisher's Exemption (Lowe v. SEC) — not personalized advice. The storefront is live at enochcap.com/due-diligence. It earns from day one, independent of AUM, and partially offsets the fund's J-curve. Fund members receive a standing discount.
The product line
| Prospectus / SEC Filing Screen | $5,000 · $40K annual |
| Systematic Stock Review | $2,500 / symbol |
| M&A Due Diligence (ESG values screen) | $15K / $35K / $75K |
| Portfolio Audit | $25K / $50K / $100K |
| Monitoring Retainer | $12K / $24K per yr |
M&A priced by deal size; Portfolio Audit & Monitoring by number of holdings. All screens run the same Gate Zero USCCB engine as the fund.
2-Year Forecast · illustrative
| Line | Yr 1 | Yr 2 |
|---|---|---|
| Prospectus / SEC screens | $60K | $120K |
| Systematic Stock Reviews | $30K | $60K |
| M&A due diligence | $70K | $140K |
| Portfolio audits | $100K | $200K |
| Monitoring retainers | $72K | $144K |
| Total services revenue | ~$330K | ~$665K |
Illustrative unit assumptions (≈1 prospectus screen/mo, ≈2 audits Yr 1, scaling in Yr 2); real pipeline set with the team. Sold as impersonal research under the Publisher's Exemption — not investment advice.
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.