Josh Brodman Portfolio

Invests via Irenic Capital Management LP | Managed by Adam Katz, Andrew (Andy) Dodge, Josh Brodman

Invests via Irenic Capital Management LP

Managed by Adam Katz, Andrew (Andy) Dodge, Josh Brodman

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:08 PM

Josh Brodman Profile

With a distinguished background in finance and entrepreneurship, Josh Brodman has established himself as a pivotal figure in the tech investment landscape. His journey encompasses leading innovative startups through critical growth phases, demonstrating an acute understanding of market dynamics. He leverages extensive operational experience to drive strategic initiatives that enhance business scalability and investor value. Recognized for his keen insights into emerging technologies, he effectively bridges the gap between founders and financial resources, fostering ecosystems that propel entrepreneurial success. As an active participant in various venture projects, Brodman's contributions are essential to shaping competitive advantages within fast-evolving sectors.

Investment Philosophy & Strategy

In the fast-paced world of technology investments, discerning strategic advantages is vital. Josh Brodman employs a growth-oriented philosophy that prioritizes innovation and market penetration for startups. His substantial operational expertise informs a hands-on approach to evaluating potential within nascent ventures, focusing on scalability and adaptability as key determinants of success. By fostering deep relationships with entrepreneurs, he unlocks pathways for impactful collaboration while enhancing investment value through strategic support initiatives. This distinctive alignment not only cultivates lucrative opportunities but also advances the broader ecosystem of tech entrepreneurship.

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:

53.21%

Gain +0.19%

Monthly

1.19%

Yearly

15.22%

Drawdown

16.14%

$1.27B

Equity

Holdings

$1.27B

Investment

$1.14B

$321.81M

Profit +$2.36M

Realized

$192.29M

Unrealized

$129.52M

Dividends

$28.29M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.19%

Profit

$2.36M

Win %

70%

This Week

Compared To Last Week

Gain

-1.13%

Profit

-$14.47M

Win %

70%

This Month

Compared to last month

Gain

-0.84%

Profit

-$10.71M

Win %

70%

This Year

Compared to last year

Gain

-9.87%

Profit

-$2.41M

Win %

74%

Gainers
Losers

FWRD Forward Air Corporation

+6.05%

+$934,662.44

RYAM Rayonier Advanced Materials Inc.

+5.35%

+$589,932.21

FATE Fate Therapeutics Inc.

+4.57%

+$79,024.95

CMP Compass Minerals International Inc.

+4.11%

+$1.78M

AVIR Atea Pharmaceuticals Inc.

+2.98%

+$39,220.87

HPE Hewlett Packard Enterprise Company

+2.95%

+$1.08M

QURE uniQure N.V.

+2.69%

+$72,000

SGRY Surgery Partners Inc.

+2.48%

+$263,070

CTRI Centuri Holdings Inc.

+2.07%

+$218,184.17

VOR Vor Biopharma Inc.

+1.92%

+$8,819.01

ALKT Alkami Technology, Inc.

+1.88%

+$749,042.28

TFX Teleflex Incorporated

+0.97%

+$1.09M

TBPH Theravance Biopharma Inc.

+0.91%

+$414,142.2

RAL Ralliant Corporation

+0.73%

+$835,304.64

SPSC SPS Commerce Inc.

+0.58%

+$191,265.28

ATKR Atkore Inc.

+0.37%

+$4,053.33

DBD Diebold Nixdorf Inc.

+0.09%

+$33,638.99

PKST Peakstone Realty Trust

+0.05%

+$6,747

05988JAD5

698884AH6

AHH Armada Hoffler Properties, Inc.

AIV

NWS

SAC-UN Safeguard Acquisition Corp.

SITC

WRE Washington Real Estate Investment Trust

WSR Whitestone REIT

GPACU General Purpose Acquisition Corp.

-6.35%

-$340,000

BLND Blend Labs Inc.

-3.14%

-$121,231

ADEA Adeia Inc.

-2.15%

-$139,930

FSLR First Solar, Inc.

-1.43%

-$282,810.05

SHC Sotera Health Company

-1.22%

-$871,869.6

ITGR Integer Holdings Corporation

-1.21%

-$1.4M

SNAP Snap Inc.

-1.13%

-$1.8M

DH Definitive Healthcare Corp

-1.12%

-$551.84

JANX Janux Therapeutics Inc.

-0.73%

-$76,580.4

HVMC Highview Merger Corp.

-0.49%

-$22,500

WK Workiva Inc.

-0.35%

-$93,841.7

RSVR Reservoir Media, Inc.

-0.1%

-$61,811.76

SNDA Sonida Senior Living Inc.

-0.03%

-$12,197.47

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$599.88

Events

Dividends

Dividend Analysis

No Data

Trades 230	Longs Won 116/230 50%	Profit Factor 3.83
Profitability	Shorts Won 0/0 0%	Standard Deviation $5.22M
Average Win $3.75M	Best Trade (Jun 12) $35.54M	Sharpe Ratio -3.83
Average Loss -$996,999.1	Worst Trade (Jun 12) -$19.12M	Z-Score -1.92 (96.93%)
Commissions $0	Avg. Trade Length 9m 3w 6d	Expectancy $1.4M

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%	<0.01%
Consecutive Losing Trades	1,272	1,145	1,018	891	763	636	509	382	254	127