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Congress Consensus

Follow the signal, not the politician.

CONGRESS CONSENSUS

A systematic approach to congressional stock disclosures

Members of the U.S. Congress disclose thousands of securities transactions every year. Congress Consensus turns that public information into a systematic investment signal.

Rather than following individual politicians, the model looks for consensus — companies purchased independently by multiple lawmakers — and ranks those signals using a rules-based framework.

The result is a concentrated, diversified portfolio reviewed every week.

View the Methodology See Historical Performance
HOW IT WORKS

Public disclosures. Systematic process.

01

Disclosures

Public congressional stock transactions become available to the model.

02

Consensus

Companies purchased by multiple lawmakers within the observation window are identified.

03

Ranking

Qualifying companies are ranked using the Congress Consensus scoring model.

04

Portfolio

The strongest signals form a diversified portfolio that is reassessed weekly.

WHY CONSENSUS?

The signal matters more than the politician

A single congressional purchase may be noise. Congress Consensus focuses on situations where several lawmakers independently reach the same investment decision.

The model also considers the historical quality of the lawmakers behind each signal, while applying conservative safeguards when the available track record is limited.

No private information. No prediction of individual lawmakers. Just systematic analysis of public disclosures.
HISTORICAL BACKTEST · JAN 2020 — AUG 2026

Measured against the same rules we use today

+170.0% Cumulative return
16.2% Annualized return
~$27,000 Value of $10,000

Hypothetical point-in-time backtest including 10 bps transaction costs. Past performance is not indicative of future results.

Explore Performance
POINT-IN-TIME BY DESIGN

Built to avoid hindsight

Congressional transactions often become public days or weeks after they occur. Congress Consensus only uses information after it has been publicly disclosed. The same rule applies to the historical evaluation of lawmakers.

KEY PRINCIPLE If the information was not public at the time, the model cannot use it.