Leads value-creation programs across industrial and tech-enabled services through hands-on portfolio oversight and operational restructuring. Mark Schafer has a background in leveraged buyouts, corporate development and CFO roles, applying deal execution, capital structure optimization and cost transformation to improve cash flow and prepare assets for strategic exits. He engages with boards and limited partners on governance, performance metrics and refinancing strategies.
Leads value-creation programs across industrial and tech-enabled services through hands-on portfolio oversight and operational restructuring. Mark Schafer has a background in leveraged buyouts, corporate development and CFO roles, applying deal execution, capital structure optimization and cost transformation to improve cash flow and prepare assets for strategic exits. He engages with boards and limited partners on governance, performance metrics and refinancing strategies.
Focuses on value-oriented control investments in industrial and tech-enabled services, emphasizing operational turnarounds, margin expansion and cash-flow driven deleveraging. Prefers buyouts and structured recapitalizations where hands-on portfolio oversight and CFO-level financial engineering can unlock enterprise value. Investment horizon is medium-term (3–7 years) with exit-driven decision rules; capital allocation prioritizes working-capital optimization, capex discipline and selective bolt-on add-ons. Risk discipline centers on conservative leverage, active governance and measurable KPIs aligned with LPs.
Focuses on value-oriented control investments in industrial and tech-enabled services, emphasizing operational turnarounds, margin expansion and cash-flow driven deleveraging. Prefers buyouts and structured recapitalizations where hands-on portfolio oversight and CFO-level financial engineering can unlock enterprise value. Investment horizon is medium-term (3–7 years) with exit-driven decision rules; capital allocation prioritizes working-capital optimization, capex discipline and selective bolt-on add-ons. Risk discipline centers on conservative leverage, active governance and measurable KPIs aligned with LPs.
| Trades 14660 | Longs Won 8488/14660 57% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.53M |
| Average Win $451,923.31 | Best Trade (Aug 28) $291.5M | Sharpe Ratio -9.94 |
| Average Loss -$118,133.59 | Worst Trade (Aug 02) -$35.48M | Z-Score 18.41 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $212,397.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0021 00217Y955 | 31,937 | $921,781.75 | $973,520.62 | - | $51,738.87 | 5.61% | 0.0 |
| 0084 008474959 | 68,366 | $5.67M | $5.35M | - | -$328,006.63 | -5.78% | 0.0 |
| 0097 00971TAQ4 | 60,000 | $87,697 | $87,697 | - | - | - | 0.0 |
| 0115 011532959 | 56,199 | $1.04M | $1.04M | - | -$2,623.36 | -0.25% | 0.0 |
| 0158 015857956 | 268,670 | $1.31M | $1.19M | - | -$113,154.51 | -8.67% | 0.0 |
| 0160 01609WBG6 | 35,000 | $41,323 | $41,323 | - | - | - | 0.0 |
| 0192 01921D964 | 38,463 | $726,322.67 | $515,282.14 | - | -$211,040.53 | -29.06% | 0.0 |
| 0203 020398962 | 80,525 | $866,910.01 | $709,055 | - | -$157,855.01 | -18.21% | 0.0 |
| 0306 03062D985 | 102,750 | $518,140.61 | $527,711.12 | - | $9,570.51 | 1.85% | 0.0 |
| 0404 04040Y950 | 73,536 | $620,749.73 | $257,697.73 | - | -$363,052 | -58.49% | 0.0 |
| 0539 053906954 | 62,640 | $391,432.6 | $390,258.12 | - | -$1,174.48 | -0.3% | 0.0 |
| 0546 05466C950 | 51,997 | $984,415 | $984,415 | - | - | - | 0.0 |
| 0553 05534B950 | 41,682 | $916,184.72 | $965,681.12 | - | $49,496.4 | 5.4% | 0.0 |
| 0557 05577W952 | 13,235 | $739,466.96 | $673,713.37 | - | -$65,753.59 | -8.89% | 0.0 |
| 0558 055869952 | 35,112 | $181,612 | $181,612 | - | - | - | 0.0 |
| 0585 058586959 | 92,597 | $236,432 | $236,432 | - | - | - | 0.0 |
| 0636 063671952 | 93,210 | $9.04M | $9.04M | - | $3,388.34 | 0.04% | 0.0 |
| 0641 064149958 | 165,964 | $9.01M | $8.91M | - | -$98,754.9 | -1.1% | 0.0 |
| 0684 06849F959 | 225,851 | $4.75M | $4.69M | - | -$61,622.23 | -1.3% | 0.0 |
| 0717 071734958 | 92,683 | $695,828.2 | $748,835.83 | - | $53,007.63 | 7.62% | 0.0 |