MICHAEL ELLIS Portfolio
Invests via Inherent Management Corp.
Invests via Inherent Management Corp.
Automatically Tracked
MICHAEL ELLIS Profile
Senior finance executive and investor with operational and investment experience across technology, media and growth-stage companies. Michael Ellis leads deal sourcing, capital allocation and board-level strategy; previously held leadership roles in corporate development and private equity, executing M&A and growth investments. Known for structuring cross-border transactions, operational turnarounds and scaling revenue models. Active as a board director and advisor to startups with LP relationships and capital-raising experience, providing a market-focused profile for investors and counterparties assessing governance, sector focus and execution capability.
Senior finance executive and investor with operational and investment experience across technology, media and growth-stage companies. Michael Ellis leads deal sourcing, capital allocation and board-level strategy; previously held leadership roles in corporate development and private equity, executing M&A and growth investments. Known for structuring cross-border transactions, operational turnarounds and scaling revenue models. Active as a board director and advisor to startups with LP relationships and capital-raising experience, providing a market-focused profile for investors and counterparties assessing governance, sector focus and execution capability.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with a pragmatic, board-focused capital allocation approach, prioritizing tech and media businesses with scalable revenue models and cross-border expansion potential. Sources deals through operational networks and LP relationships, favors structured transactions that align incentives and preserve optionality, and deploys capital to support revenue scaling, strategic M&A, or operational turnarounds. Investment horizon is multi-year; risk discipline emphasizes active governance, milestone-based funding and defined exit pathways via strategic sale or growth recapitalization.
Combines operator-led, growth-stage investing with a pragmatic, board-focused capital allocation approach, prioritizing tech and media businesses with scalable revenue models and cross-border expansion potential. Sources deals through operational networks and LP relationships, favors structured transactions that align incentives and preserve optionality, and deploys capital to support revenue scaling, strategic M&A, or operational turnarounds. Investment horizon is multi-year; risk discipline emphasizes active governance, milestone-based funding and defined exit pathways via strategic sale or growth recapitalization.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
14.22%
Gain
Monthly
0.72%
Yearly
9.02%
Drawdown
19.74%
$212.74M
Equity
Holdings
$212.74M
Investment
$185.12M
$43.71M
Profit -$2.08M
Realized
$16.09M
Unrealized
$27.62M
Dividends
$5.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.08M
Win %
61%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$3.12M
Win %
61%
This Month
Compared to last month
Gain
-1.37%
Profit
-$2.96M
Win %
61%
This Year
Compared to last year
Gain
8.12%
Profit
$15.98M
Win %
66%
EVTL Vertical Aerospace Ltd.
-7.05%
-$240,007.13 
IEMG iShares Core MSCI Emerging Markets ETF
-2.13%
-$706,528.5 
STEP StepStone Group Inc.
-1.61%
-$168,284.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$972,292.71 
TDG TransDigm Group Inc.
-0.82%
-$100,800.5 
URTH iShares MSCI World ETF
-0.66%
-$82,180.75 
NEE NextEra Energy, Inc.
-0.04%
-$9,957.5 Events
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Dividends
Dividend Analysis
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| Trades 28 | Longs Won 16/28 57% | Profit Factor 3.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.07M |
| Average Win $3.74M | Best Trade (Jul 14) $12.83M | Sharpe Ratio -9.33 |
| Average Loss -$1.35M | Worst Trade (Dec 30) -$7M | Z-Score -0.48 (36.72%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $1.56M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.52% |
| Consecutive Losing Trades | 158 | 142 | 126 | 110 | 95 | 79 | 63 | 47 | 32 | 16 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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