Knowledge about a company's supply chain provides an edge for investors. In this new proposed trading approach, a company's stock is only purchased if its main customer's quarterly sales evolve favourably. This method yields backtested annual returns in excess of 8.7% to the market return net of real world transaction costs for a stock portfolio built on supply chain considerations. This portfolio is practically uncorrelated with the market and the abnormal return is robust for risk-adjustment. The method is applicable at least for U.S. listed small and mid-cap product manufacturing companies with a strong dependency on their main customer company. Our review of past publications could not identify research applying a similar method, thereby confirming the novelty of this fundamental facts based approach.