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 358/531 67% | Profit Factor 15.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $484,603.43 |
| Average Win $135,121.81 | Best Trade (Oct 16) $7.9M | Sharpe Ratio -10.72 |
| Average Loss -$17,793.21 | Worst Trade (Jun 29) -$325,929.17 | Z-Score 4.47 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $85,302.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 64,798 | $14.42M | $22.35M | - | $7.94M | 55.05% | +0.861% |
ABBV AbbVie Inc. | 5,916 | $1.24M | $1.69M | - | $448,847.24 | 36.21% | +0.702% |
ABT Abbott Laboratories | 5,605 | $743,610.52 | $585,638.42 | - | -$157,972.1 | -21.24% | -0.186% |
ACIO Aptus Collared Investment Opportunity ETF | 325,843 | $12.61M | $15.35M | - | $2.74M | 21.75% | -0.37% |
ACWI iShares MSCI ACWI ETF | 640 | $74,977.53 | $101,721.6 | - | $26,744.07 | 35.67% | -0.182% |
ADBE Adobe Inc. | 279 | $107,004.94 | $68,405.22 | - | -$38,599.72 | -36.07% | -2.579% |
ADI Analog Devices, Inc. | 470 | $94,785 | $191,033.85 | - | $96,248.85 | 101.54% | +0.62% |
ADM Archer-Daniels-Midland Co | 700 | $33,606.81 | $58,044 | - | $24,437.19 | 72.71% | -0.012% |
AMC AMC Entertainment Holdings, Inc. | 25 | $72 | $74.5 | - | $2.5 | 3.47% | -1.325% |
AMH American Homes 4 Rent | 1,000 | $37,810 | $31,150 | - | -$6,660 | -17.61% | +0.581% |
AMLP Alerian MLP ETF | 4,500 | $233,730 | $234,922.5 | - | $1,192.5 | 0.51% | +0.568% |
AMT American Tower Corporation | 1,745 | $379,712.13 | $322,650.5 | - | -$57,061.63 | -15.03% | +1.952% |
AMZN Amazon.com Inc | 33,598 | $6.39M | $8.54M | - | $2.14M | 33.54% | -0.269% |
ANET Arista Networks, Inc. | 20 | $1,550 | $3,599.4 | - | $2,049.4 | 132.22% | -3.023% |
APH Amphenol Corporation | 7,864 | $265,685.24 | $633,327.24 | - | $367,642 | 138.38% | -1.172% |
APTV Aptiv PLC | 7 | $477.49 | $319.69 | - | -$157.8 | -33.05% | +1.062% |
ARM Arm Holdings plc American Depositary Receipt | 500 | $53,395 | $117,892.5 | - | $64,497.5 | 120.79% | -3.679% |
AUPH Aurinia Pharmaceuticals Inc. | 75 | $603 | $1,245 | - | $642 | 106.47% | -0.777% |
AVGO Broadcom Inc. | 1,432 | $241,058.47 | $480,607.84 | - | $239,549.37 | 99.37% | -2.53% |
BA Boeing Company | 1,390 | $278,511.7 | $263,523.15 | - | -$14,988.55 | -5.38% | +0.453% |