IT
Ian Trundle Portfolio
Invests via Pertento Partners LLP | Managed by Eduardo Marques, Ian Westbrook Trundle, Dara Lynn Heller
Invests via Pertento Partners LLP
Managed by Eduardo Marques, Ian Westbrook Trundle, Dara Lynn Heller
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Ian Trundle Profile
Ian Trundle brings a wealth of experience in corporate leadership and entrepreneurship, having effectively led numerous high-growth technology ventures. His professional journey is marked by a commitment to innovation and operational excellence, positioning him as a notable figure in the tech sector. He has successfully navigated challenges inherent in scaling organizations while emphasizing strategic development and market penetration. Known for his collaborative approach, he has cultivated strong networks that enhance business growth potential and investor interest. Ian's forward-thinking mindset continues to make him relevant in conversations around technological advancement and market disruption.
Ian Trundle brings a wealth of experience in corporate leadership and entrepreneurship, having effectively led numerous high-growth technology ventures. His professional journey is marked by a commitment to innovation and operational excellence, positioning him as a notable figure in the tech sector. He has successfully navigated challenges inherent in scaling organizations while emphasizing strategic development and market penetration. Known for his collaborative approach, he has cultivated strong networks that enhance business growth potential and investor interest. Ian's forward-thinking mindset continues to make him relevant in conversations around technological advancement and market disruption.
Investment Philosophy & Strategy
Opportunities in the technology landscape are ever-evolving, and Ian Trundle’s investment strategy is centered on identifying high-potential innovations. With a strong entrepreneurial background and extensive leadership experience, he focuses on companies that demonstrate scalability and disruptive potential. The emphasis is placed on fostering long-term relationships with visionary teams poised to redefine their industries. By leveraging operational insights and market trends, his approach prioritizes sustainable growth while maintaining agility to pivot when necessary. This combination of strategic foresight and collaborative spirit positions him as an impactful player in technology investment.
Opportunities in the technology landscape are ever-evolving, and Ian Trundle’s investment strategy is centered on identifying high-potential innovations. With a strong entrepreneurial background and extensive leadership experience, he focuses on companies that demonstrate scalability and disruptive potential. The emphasis is placed on fostering long-term relationships with visionary teams poised to redefine their industries. By leveraging operational insights and market trends, his approach prioritizes sustainable growth while maintaining agility to pivot when necessary. This combination of strategic foresight and collaborative spirit positions him as an impactful player in technology investment.
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:
68.23%
Gain +1.52%
Monthly
0.58%
Yearly
7.18%
Drawdown
29.06%
$1.14B
Equity
Holdings
$1.14B
Investment
$848.2M
$391.69M
Profit +$17.97M
Realized
$97.2M
Unrealized
$294.49M
Dividends
$22.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.52%
Profit
$17.97M
Win %
55%
This Week
Compared To Last Week
Gain
6.25%
Profit
$67.23M
Win %
55%
This Month
Compared to last month
Gain
5.85%
Profit
$63.2M
Win %
55%
This Year
Compared to last year
Gain
17.86%
Profit
$181.61M
Win %
60%
IESC Ies Holdings Inc.
+4.33%
+$7.32M 
PRMB Primo Brands Corp. Common Stock
+2.87%
+$3.58M 
ATRO Astronics Corporation
+2.81%
+$2.17M 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+1.71%
+$1.94M 
NUTX Nutex Health Inc.
+1.55%
+$849,809.43 
USFD US Foods Holding Corp
+1.45%
+$2.46M 
INDA ISHARES MSCI INDIA ETF
+1.3%
+$41,791.1 
PAX Patria Investments Ltd. - Class A
+1.24%
+$743,972.7 
NBBK NB Bancorp Inc.
+0.45%
+$203,454.61 
PSMT PriceSmart Inc.
+0.37%
+$354,142.8 
COMP NASDAQ Composite
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 294 | Longs Won 164/294 55% | Profit Factor 3.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.34M |
| Average Win $3.43M | Best Trade (Jun 12) $73.93M | Sharpe Ratio -3.27 |
| Average Loss -$1.31M | Worst Trade (Jun 10) -$18.23M | Z-Score -2.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $1.33M |
| 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% | 0.26% |
| Consecutive Losing Trades | 870 | 783 | 696 | 609 | 522 | 435 | 348 | 261 | 174 | 87 |
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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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