JB
James Bennett Portfolio
Invests via Marathon Asset Management Ltd. | Managed by James Bennett
Invests via Marathon Asset Management Ltd.
Managed by James Bennett
Automatically Tracked
James Bennett Profile
With a multifaceted career spanning various sectors, James Bennett is known for his role as a dynamic operating executive with deep expertise in technology and digital transformation. His leadership has driven significant operational efficiencies and innovation at multiple organizations. Known for fostering collaborative environments, he excels in aligning teams toward strategic objectives while navigating complex market challenges. Beyond traditional corporate roles, Bennett's engagement with entrepreneurial ventures showcases his ability to identify and capitalize on emerging opportunities. His background provides him with a robust understanding of both public markets and private equity landscapes.
With a multifaceted career spanning various sectors, James Bennett is known for his role as a dynamic operating executive with deep expertise in technology and digital transformation. His leadership has driven significant operational efficiencies and innovation at multiple organizations. Known for fostering collaborative environments, he excels in aligning teams toward strategic objectives while navigating complex market challenges. Beyond traditional corporate roles, Bennett's engagement with entrepreneurial ventures showcases his ability to identify and capitalize on emerging opportunities. His background provides him with a robust understanding of both public markets and private equity landscapes.
Investment Philosophy & Strategy
Investment opportunities are often identified through the lens of innovation and operational excellence. James Bennett applies his extensive experience in technology and digital transformation to spot emerging trends that align with growth objectives. A strong advocate for collaboration, he encourages teams to work cohesively, which enhances strategic decision-making. His entrepreneurial spirit fuels a focus on identifying value within both public markets and private equity, allowing for diversified investment strategies. In navigating complex landscapes, an emphasis is placed on leveraging deep market insights while fostering agility in execution.
Investment opportunities are often identified through the lens of innovation and operational excellence. James Bennett applies his extensive experience in technology and digital transformation to spot emerging trends that align with growth objectives. A strong advocate for collaboration, he encourages teams to work cohesively, which enhances strategic decision-making. His entrepreneurial spirit fuels a focus on identifying value within both public markets and private equity, allowing for diversified investment strategies. In navigating complex landscapes, an emphasis is placed on leveraging deep market insights while fostering agility in execution.
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:
64.26%
Gain +1.47%
Monthly
0.77%
Yearly
9.63%
Drawdown
17.62%
$2.6B
Equity
Holdings
$2.6B
Investment
$1.75B
$1.02B
Profit +$46.05M
Realized
$172.59M
Unrealized
$845.29M
Dividends
$264.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.47%
Profit
$46.05M
Win %
65%
This Week
Compared To Last Week
Gain
-1.6%
Profit
-$42.15M
Win %
65%
This Month
Compared to last month
Gain
-1.64%
Profit
-$43.18M
Win %
65%
This Year
Compared to last year
Gain
0.52%
Profit
$36.85M
Win %
64%
MU Micron Technology, Inc.
+11.69%
+$14.05M 
SW Smurfit WestRock PLC
+9.68%
+$1.14M 
SCCO Southern Copper Corporation
+8.71%
+$7.29M 
CPA Copa Holdings S.A.
+8.32%
+$4.53M 
CX Cemex S.A.B. de C.V. Sponsored ADR
+7.8%
+$4.25M 
SKY Skyline Champion Corporation
+7.05%
+$1.54M 
FCX Freeport-McMoRan Inc.
+6.89%
+$1.21M 
ROG Rogers Corporation
+6.18%
+$1.14M 
OPLN Openlane Inc.
+5.48%
+$2.22M 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$332,970.93 
NEM Newmont Corporation
+5.2%
+$774,769.55 
GIL Gildan Activewear Inc.
+4.68%
+$1.98M 
MBC MasterBrand, Inc.
+4.37%
+$324,517.27 
DLTR Dollar Tree, Inc.
+4.14%
+$678,489.62 
LAUR Laureate Education Inc.
+4%
+$2.18M 
IBKR Interactive Brokers Group Inc.
+3.99%
+$1.85M 
WSC WillScot Holdings Corporation
+3.55%
+$410,553.46 
ALGN Align Technology, Inc.
+3.52%
+$1.15M 
CHRW C.H. Robinson Worldwide, Inc.
+3.31%
+$647,963.74 
TIGO Millicom International Cellular S.A.
+3.2%
+$3.17M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$655,581.36 
WCC Wesco International Inc.
+2.94%
+$584,442.65 
HDB HDFC Bank Limited ADR
+2.56%
+$561,152.23 
NVDA NVIDIA Corporation
+2.17%
+$1.56M 
AXTA Axalta Coating Systems Ltd.
+1.84%
+$169,499.92 
NVST Envista Holdings Corporation
+1.81%
+$314,571.99 
HSIC Henry Schein, Inc.
+1.74%
+$243,466.81 
AMZN Amazon.com Inc
+1.45%
+$1.91M 
RPRX Royalty Pharma plc
+1.41%
+$339,514.56 
VIPS Vipshop Holdings Ltd - ADR
+1.35%
+$541,236.93 
BNS Bank of Nova Scotia
+1.34%
+$1.19M 
HCSG Healthcare Services Group Inc.
+1.27%
+$262,296.09 
VNT Vontier Corporation
+1.18%
+$78,739.74 
BN Brookfield Corporation
+0.96%
+$840,964.76 
WY Weyerhaeuser Company
+0.83%
+$65,831.2 
BKR Baker Hughes Company
+0.73%
+$126,310.02 
WFC Wells Fargo & Company
+0.54%
+$49,915.36 
BIO Bio-Rad Laboratories Inc.
+0.54%
+$83,711.16 
GOOGL Alphabet Inc
+0.42%
+$550,224.29 
MKL Markel Group Inc.
+0.41%
+$184,018.39 
TJX The TJX Companies, Inc.
+0.39%
+$84,414.85 
MTN Vail Resorts, Inc.
+0.34%
+$53,977.78 
CCEP Coca-Cola Europacific Partners PLC
+0.18%
+$199,754.1 
INMD InMode Ltd.
+0.15%
+$3,093.76 
AL Air Lease Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
ATS
0%
$0 
BAM
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
ORCL Oracle Corporation
-8.58%
-$4.68M 
ADSK Autodesk, Inc.
-7.1%
-$1.63M 
PAYC Paycom Software, Inc.
-3.26%
-$995,984.9 
TRU TransUnion
-3.18%
-$1.23M 
SPGI S&P Global Inc.
-3.03%
-$1.01M 
ADM Archer-Daniels-Midland Co
-2.92%
-$527,628.36 
COKE Coca-Cola Consolidated Inc.
-2.5%
-$314,982.88 
FCN Fti Consulting Inc.
-2.41%
-$226,135.51 
TFX Teleflex Incorporated
-2.1%
-$399,636.12 
FLUT Flutter Entertainment plc
-1.91%
-$33,486.48 
MSFT Microsoft Corp.
-1.77%
-$1.38M 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$593,224.19 
V Visa Inc. Class A
-1.21%
-$597,903.57 
DFIN Donnelley Financial Solutions Inc.
-0.98%
-$57,148.72 
PGR Progressive Corporation
-0.97%
-$348,307.95 
TDC Teradata Corporation
-0.85%
-$97,397.72 
IQV IQVIA Holdings Inc.
-0.6%
-$141,898.9 
CME CME Group Inc.
-0.6%
-$189,805.78 
MA Mastercard Incorporated
-0.54%
-$192,033.6 
META Meta Platforms Inc Class A
-0.45%
-$268,697.48 
FISV Fiserv, Inc.
-0.41%
-$128,946.4 
CP Canadian Pacific Kansas City Limited
-0.31%
-$147,566.72 
FNV Franco-Nevada Corporation
-0.27%
-$161,110.32 
CNQ Canadian Natural Resources Limited
-0.14%
-$103,717.25 Events
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Dividends
Dividend Analysis
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| Trades 1579 | Longs Won 859/1579 54% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.42M |
| Average Win $2.59M | Best Trade (Jun 11) $103.25M | Sharpe Ratio -11.7 |
| Average Loss -$1.68M | Worst Trade (Sep 30) -$56.49M | Z-Score -8.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $644,638.34 |
| 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% | 0.02% |
| Consecutive Losing Trades | 1,548 | 1,393 | 1,238 | 1,084 | 929 | 774 | 619 | 464 | 310 | 155 |
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Returns
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Option values are updated at end of day.
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