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: Jul 19 at 11:18 PM

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:

36.8%

Gain -0.01%

Monthly

1.7%

Yearly

22.44%

Drawdown

20.42%

$209.82M

Equity

Holdings

$209.82M

Investment

$165.48M

$45.38M

Profit -$6,720.74

Realized

$1.04M

Unrealized

$44.34M

Dividends

$3.35M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$6,720.74

Win %

94%

This Week

Compared To Last Week

Gain

-0.003%

Profit

-$6,720.74

Win %

94%

This Month

Compared to last month

Gain

-0.7%

Profit

-$1.48M

Win %

94%

This Year

Compared to last year

Gain

14.01%

Profit

$25.78M

Win %

92%

Gainers
Losers

AAPL Apple Inc.

+0.14%

+$935.52

HD The Home Depot, Inc.

-2.63%

-$5,682.14

NVDA NVIDIA Corporation

-2.21%

-$6,448.94

MSFT Microsoft Corp.

-1.81%

-$10,803.52

IVV iShares Core S&P 500 ETF

-1.02%

-$770,824.9

VOO Vanguard S&P 500 ETF

-1.01%

-$27,928.91

SPY SPDR S&P 500 ETF Trust

-0.99%

-$24,622.99

AVGO Broadcom Inc.

-0.97%

-$2,859.82

VTI VANGUARD TOTAL STOCK MKT ETF

-0.96%

-$1.04M

CGDV Capital Group Dividend Value ETF

-0.91%

-$2,784.15

VXUS Vanguard Total International Stock Index Fund Investor Shares

-0.82%

-$82,917.75

IJR iShares Core S&P Small-Cap ETF

-0.78%

-$9,556.59

CGGO Capital Group Global Growth Equity ETF

-0.74%

-$2,982.94

DFAS Dimensional U.S. Small Cap ETF

-0.7%

-$51,562.77

SCHA Schwab U.S. Small-Cap ETF

-0.58%

-$1,462.21

SCHM Schwab U.S. Mid-Cap ETF

-0.57%

-$1,911.8

VTEB Vanguard Tax-Exempt Bond ETF

-0.06%

-$609

Events

Dividends

Dividend Analysis

No Data

Trades 55	Longs Won 48/55 87%	Profit Factor 576.68
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.74M
Average Win $946,992.22	Best Trade (Jul 19) $14.63M	Sharpe Ratio -61.2
Average Loss -$11,260.34	Worst Trade (Mar 31) -$26,649.99	Z-Score 16.5 (100%)
Commissions $0	Avg. Trade Length 10m 3w 1d	Expectancy $825,032.8

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%	0.81%
Consecutive Losing Trades	18,519	16,667	14,815	12,963	11,111	9,259	7,407	5,556	3,704	1,852