Karen Tatman Portfolio

Invests via KMT Wealth Management LLC | Managed by Karen Tatman

Invests via KMT Wealth Management LLC

Managed by Karen Tatman

Automatically Tracked

Tracking: 0 Updated: 8 hours ago

Seasoned investor and operator with a focus on growth-stage technology and healthcare opportunities, bringing experience across venture capital, corporate strategy and board advisory roles. Karen Tatman combines deal-sourcing and portfolio-management skills with operational insight to support scaling companies, capital raises and M&A execution. Regularly engages with founders and management teams on go-to-market, financial planning and governance; known for constructing syndicates and advising on exit pathways. Market-facing profile appeals to LPs seeking experienced GP collaboration and strategic value-add in complex sectors.

Investment Philosophy & Strategy

Targets growth-stage technology and healthcare companies, applying an operator-investor mindset that prioritizes revenue acceleration, capital efficiency and durable unit economics. Deploys conviction-led, staged capital with active board-level governance and hands-on go-to-market and financial planning support. Emphasizes syndicate construction, exit pathway optimization and LP alignment, favoring scalable models where operational leverage and M&A optionality shorten time to liquidity.

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:

26.3%

Gain -0.69%

Monthly

1.38%

Yearly

17.85%

Drawdown

18.64%

$212.48M

Equity

Holdings

$212.48M

Investment

$165.48M

$48.04M

Profit -$1.6M

Realized

$1.04M

Unrealized

$47M

Dividends

$2.76M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.69%

Profit

-$1.6M

Win %

97%

This Week

Compared To Last Week

Gain

-0.25%

Profit

-$529,571.26

Win %

97%

This Month

Compared to last month

Gain

-0.25%

Profit

-$529,571.26

Win %

97%

This Year

Compared to last year

Gain

7.4%

Profit

$15.41M

Win %

95%

Gainers
Losers

HD The Home Depot, Inc.

+0.48%

+$931.49

NVDA NVIDIA Corporation

-3.55%

-$11,127.6

MSFT Microsoft Corp.

-3.11%

-$20,360.48

AAPL Apple Inc.

-1.58%

-$9,706.04

VXUS Vanguard Total International Stock Index Fund Investor Shares

-1%

-$104,548.77

IJR iShares Core S&P Small-Cap ETF

-0.9%

-$10,562.58

CGGO Capital Group Global Growth Equity ETF

-0.79%

-$3,394.38

DFAS Dimensional U.S. Small Cap ETF

-0.78%

-$55,633.51

VTI VANGUARD TOTAL STOCK MKT ETF

-0.73%

-$795,625.74

SPY SPDR S&P 500 ETF Trust

-0.72%

-$18,028.16

IVV iShares Core S&P 500 ETF

-0.71%

-$541,578.87

VOO Vanguard S&P 500 ETF

-0.71%

-$19,834.65

SCHA Schwab U.S. Small-Cap ETF

-0.61%

-$1,535.31

CGDV Capital Group Dividend Value ETF

-0.55%

-$1,670.49

AVGO Broadcom Inc.

-0.49%

-$1,848.6

VTEB Vanguard Tax-Exempt Bond ETF

-0.05%

-$507.5

SCHM Schwab U.S. Mid-Cap ETF

-0.03%

-$95.59

Events

Dividends

Dividend Analysis

No Data

Trades 55	Longs Won 49/55 89%	Profit Factor 622.69
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.91M
Average Win $981,951.7	Best Trade (Jun 02) $16.19M	Sharpe Ratio -12.5
Average Loss -$12,878.46	Worst Trade (May 19) -$44,065.87	Z-Score 19.35 (100%)
Commissions $0	Avg. Trade Length 9m 3w 3d	Expectancy $873,424.77

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%	1.01%
Consecutive Losing Trades	16,393	14,754	13,115	11,475	9,836	8,197	6,557	4,918	3,279	1,639