Experienced investor and operating executive with a focus on private markets, corporate finance and strategic portfolio value creation across industrials, healthcare and technology sectors. Stephen A. Greco leverages senior operating roles and deal-making experience to source and execute growth and turnaround investments, with emphasis on cash-flow improvement, M&A integration and board governance. Frequently engages with sponsors, family offices and institutional LPs on mid-market opportunities.
Experienced investor and operating executive with a focus on private markets, corporate finance and strategic portfolio value creation across industrials, healthcare and technology sectors. Stephen A. Greco leverages senior operating roles and deal-making experience to source and execute growth and turnaround investments, with emphasis on cash-flow improvement, M&A integration and board governance. Frequently engages with sponsors, family offices and institutional LPs on mid-market opportunities.
Focuses on private-market control and growth equity investments in industrials, healthcare and technology, prioritizing mid‑market situations where operational intervention creates value. Investment decisions center on cash‑flow improvement, disciplined capital allocation, and bolt‑on M&A to accelerate scale and margin expansion. Prefers deal structures that align management and sponsors, emphasizes board governance and hands‑on integration plans, and targets a 3–7 year horizon blending turnaround and growth plays with active risk management and exit planning oriented to strategic buyers or private capital markets.
Focuses on private-market control and growth equity investments in industrials, healthcare and technology, prioritizing mid‑market situations where operational intervention creates value. Investment decisions center on cash‑flow improvement, disciplined capital allocation, and bolt‑on M&A to accelerate scale and margin expansion. Prefers deal structures that align management and sponsors, emphasizes board governance and hands‑on integration plans, and targets a 3–7 year horizon blending turnaround and growth plays with active risk management and exit planning oriented to strategic buyers or private capital markets.
| Trades 531 | Longs Won 363/531 68% | Profit Factor 16.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $421,023.8 |
| Average Win $124,238.64 | Best Trade (Aug 31) $6.28M | Sharpe Ratio -10.72 |
| Average Loss -$16,032.49 | Worst Trade (Aug 19) -$587,145.13 | Z-Score 6.81 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $79,858.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 64,798 | $14.42M | $20.02M | - | $5.6M | 38.85% | -7.354% |
ABBV AbbVie Inc. | 5,916 | $1.24M | $1.48M | - | $245,041.04 | 19.77% | -2.513% |
ABT Abbott Laboratories | 5,605 | $743,610.52 | $592,448.5 | - | -$151,162.02 | -20.33% | +0.085% |
ACIO Aptus Collared Investment Opportunity ETF | 325,843 | $12.61M | $14.97M | - | $2.36M | 18.71% | +0.635% |
ACWI iShares MSCI ACWI ETF | 640 | $74,977.53 | $100,115.19 | - | $25,137.66 | 33.53% | +0.495% |
ADBE Adobe Inc. | 279 | $107,004.94 | $69,864.39 | - | -$37,140.55 | -34.71% | +1.013% |
ADI Analog Devices, Inc. | 470 | $94,785 | $172,682.7 | - | $77,897.7 | 82.18% | +0.202% |
ADM Archer-Daniels-Midland Co | 700 | $33,606.81 | $55,489 | - | $21,882.19 | 65.11% | -1.662% |
AMC AMC Entertainment Holdings, Inc. | 25 | $72 | $70.5 | - | -$1.5 | -2.08% | +1.805% |
AMH American Homes 4 Rent | 1,000 | $37,810 | $33,420 | - | -$4,390 | -11.61% | +0.632% |
AMLP Alerian MLP ETF | 4,500 | $233,730 | $248,940 | - | $15,210 | 6.51% | +0.894% |
AMT American Tower Corporation | 1,745 | $379,712.13 | $302,513.2 | - | -$77,198.93 | -20.33% | -0.631% |
AMZN Amazon.com Inc | 33,598 | $6.39M | $9.12M | - | $2.73M | 42.74% | +15.321% |
ANET Arista Networks, Inc. | 20 | $1,550 | $3,607 | - | $2,057 | 132.71% | +5.456% |
APH Amphenol Corporation | 3,932 | $265,685.24 | $315,936.2 | - | $50,250.96 | 18.91% | +0.551% |
APTV Aptiv PLC | 7 | $477.49 | $395.29 | - | -$82.2 | -17.22% | -2.789% |
ARM Arm Holdings plc American Depositary Receipt | 500 | $53,395 | $119,845 | - | $66,450 | 124.45% | -0.766% |
AUPH Aurinia Pharmaceuticals Inc. | 75 | $603 | $1,116 | - | $513 | 85.07% | -0.8% |
AVGO Broadcom Inc. | 1,432 | $241,058.47 | $557,448.96 | - | $316,390.49 | 131.25% | +0.371% |
BA Boeing Company | 1,390 | $278,511.7 | $300,434.6 | - | $21,922.9 | 7.87% | -2.155% |