BC
Brendan Corcoran Portfolio
Invests via Valence8 US LP | Managed by Brendan Corcoran, George Lai, Colin Pan, Alejandro Goldberg, Lawrence Small, Zhenying Wu
Invests via Valence8 US LP
Managed by Brendan Corcoran, George Lai, Colin Pan, Alejandro Goldberg, Lawrence Small, Zhenying Wu
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Brendan Corcoran Profile
Brendan Corcoran has built a distinguished career at the intersection of technology and finance. His extensive experience spans various leadership roles where he has successfully driven business transformation initiatives, positioning organizations for sustainable growth. He possesses a deep understanding of capital markets, evidenced by his active participation in innovative projects that harness cutting-edge technologies to optimize financial operations. Brendan's strategic vision enables him to identify emerging opportunities within dynamic sectors while enhancing organizational efficiencies. As an influential figure in corporate leadership circles, he continues to shape industry standards through his thought leadership and commitment to operational excellence.
Brendan Corcoran has built a distinguished career at the intersection of technology and finance. His extensive experience spans various leadership roles where he has successfully driven business transformation initiatives, positioning organizations for sustainable growth. He possesses a deep understanding of capital markets, evidenced by his active participation in innovative projects that harness cutting-edge technologies to optimize financial operations. Brendan's strategic vision enables him to identify emerging opportunities within dynamic sectors while enhancing organizational efficiencies. As an influential figure in corporate leadership circles, he continues to shape industry standards through his thought leadership and commitment to operational excellence.
Investment Philosophy & Strategy
Opportunity identification thrives within Brendan Corcoran's strategic framework, where his technological acumen meets financial expertise. By integrating innovation into investment strategies, he seeks to capitalize on trends that define future markets. With a penchant for operational efficiency, decisions are informed by rigorous analysis and industry insights that shape the competitive landscape. His entrepreneurial background reinforces an adaptive approach to capital deployment, prioritizing sectors poised for transformative growth. Committed to elevating standards in corporate governance, attention is given not only to immediate outcomes but also long-term value creation across investments.
Opportunity identification thrives within Brendan Corcoran's strategic framework, where his technological acumen meets financial expertise. By integrating innovation into investment strategies, he seeks to capitalize on trends that define future markets. With a penchant for operational efficiency, decisions are informed by rigorous analysis and industry insights that shape the competitive landscape. His entrepreneurial background reinforces an adaptive approach to capital deployment, prioritizing sectors poised for transformative growth. Committed to elevating standards in corporate governance, attention is given not only to immediate outcomes but also long-term value creation across investments.
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:
41.36%
Gain +0.49%
Monthly
0.93%
Yearly
11.74%
Drawdown
14.27%
$325.59M
Equity
Holdings
$325.59M
Investment
$237.33M
$117.42M
Profit +$1.85M
Realized
$29.16M
Unrealized
$88.26M
Dividends
$14.92M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.85M
Win %
96%
This Week
Compared To Last Week
Gain
0.15%
Profit
$494,669.94
Win %
96%
This Month
Compared to last month
Gain
0.27%
Profit
$890,714.71
Win %
96%
This Year
Compared to last year
Gain
10.48%
Profit
$29.65M
Win %
96%
COPX Global X Copper Miners ETF
+3.39%
+$104,390.76 
GDX VanEck Gold Miners ETF
+2.98%
+$142,074.48 
PWRD TCW Transform Systems ETF
+1.68%
+$160,174.12 
SMH VanEck Semiconductor ETF
+1.65%
+$533,986.65 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$29,903.69 
VTV Vanguard Value ETF
+0.94%
+$58,969.97 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$73,739.76 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$261,847.04 
EWU iShares MSCI United Kingdom ETF
+0.58%
+$32,408.37 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$374,446.33 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$105,626.32 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$25,383.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$16,457.55 
EWY iShares MSCI South Korea ETF
-0.75%
-$69,369.93 Events
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Dividends
Dividend Analysis
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| Trades 178 | Longs Won 124/178 69% | Profit Factor 51.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.81M |
| Average Win $965,760.01 | Best Trade (Jun 12) $14.48M | Sharpe Ratio -12.78 |
| Average Loss -$43,194.72 | Worst Trade (Jun 29) -$867,127.13 | Z-Score 2.18 (97.1%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $659,672.62 |
| 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 | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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