PEC
Philip E. Channen Portfolio
Invests via Water Island Capital LLC | Managed by Philip E. Channen
Invests via Water Island Capital LLC
Managed by Philip E. Channen
Automatically Tracked
Philip E. Channen Profile
Philip E. Channen is a prominent operating executive with extensive experience in leading corporate strategies across various sectors. His track record encompasses significant roles that emphasize operational excellence and transformative leadership within organizations navigating dynamic markets. With a focus on enhancing organizational performance, he has been instrumental in implementing initiatives that foster growth and efficiency, making him a key player in shaping business outcomes. Channen's commitment to driving sustainable development positions him as an influential figure in corporate leadership circles, where his insights contribute to advancing industry standards.
Philip E. Channen is a prominent operating executive with extensive experience in leading corporate strategies across various sectors. His track record encompasses significant roles that emphasize operational excellence and transformative leadership within organizations navigating dynamic markets. With a focus on enhancing organizational performance, he has been instrumental in implementing initiatives that foster growth and efficiency, making him a key player in shaping business outcomes. Channen's commitment to driving sustainable development positions him as an influential figure in corporate leadership circles, where his insights contribute to advancing industry standards.
Investment Philosophy & Strategy
Growth opportunities in evolving markets are the focal point of decision-making for Philip E. Channen, an accomplished executive renowned for his transformative impact across multiple sectors. With a rich background in operational leadership, he adeptly drives initiatives aimed at enhancing both efficiency and strategic positioning within organizations. His capability to identify and capitalize on emerging trends reflects a commitment to fostering innovation while achieving robust business outcomes. As a thought leader, his insights not only inspire organizational growth but also serve as a benchmark for best practices within competitive environments.
Growth opportunities in evolving markets are the focal point of decision-making for Philip E. Channen, an accomplished executive renowned for his transformative impact across multiple sectors. With a rich background in operational leadership, he adeptly drives initiatives aimed at enhancing both efficiency and strategic positioning within organizations. His capability to identify and capitalize on emerging trends reflects a commitment to fostering innovation while achieving robust business outcomes. As a thought leader, his insights not only inspire organizational growth but also serve as a benchmark for best practices within competitive environments.
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:
-2.2%
Gain -0.04%
Monthly
0.02%
Yearly
0.25%
Drawdown
12.83%
$261.14M
Equity
Holdings
$261.14M
Investment
$246.38M
$14.55M
Profit -$103,379.9
Realized
-$203,050
Unrealized
$14.76M
Dividends
$6.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$103,379.9
Win %
90%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$103,379.9
Win %
90%
This Month
Compared to last month
Gain
-0.2%
Profit
-$530,307.4
Win %
90%
This Year
Compared to last year
Gain
-1.08%
Profit
-$2.84M
Win %
90%
TIVO TiVo Corp
+21.51%
+$203,050 
SKIL Skillsoft Corp.
+0.15%
+$96.5 
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ABSSF AirBoss of America Corp
0%
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ADVP
0%
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AHM
0%
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BEQIF
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BNBN
0%
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CBSA
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CIMA
0%
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DL
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EMC
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FAB
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GAF
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HAKI
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HUFCQ
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IMA
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IRICR
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ITXC
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JHF
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LUK
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MNY
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MSPD
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MXXIF
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ONES
0%
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QVDX
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REPB
0%
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RMHT
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SATH
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SFNT
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SIB
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SVNTQ
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TAPA
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TRRA
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TTN
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TWTC
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UCOMA
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UNS
0%
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WLP
0%
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ZHNE
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 81 | Longs Won 3/81 3% | Profit Factor 10.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $5.45M | Best Trade (Jul 20) $9.77M | Sharpe Ratio 0 |
| Average Loss -$20,599.41 | Worst Trade (Jul 20) -$1.61M | Z-Score -5.58 (100%) |
| Commissions $0 | Avg. Trade Length 22y 6m 3w 6d | Expectancy $179,657.73 |
| 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% | 0.12% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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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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FAQ
Which stocks have generated the highest profits for Philip E. Channen?
The largest contributions to the portfolio's profits come from the following stocks: AirBoss of America Corp - $2.74M, Graphic Packaging Holding Company - $1.75M, Allegion plc - $1.35M, and TiVo Corp - $275,900. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Philip E. Channen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.12M earned over time. The largest contributors to dividend income include AirBoss of America Corp - $2.74M, Graphic Packaging Holding Company - $1.75M, Allegion plc - $1.35M, and TiVo Corp - $275,900. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philip E. Channen's monthly returns?
Philip E. Channen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Philip E. Channen's strategy be considered aggressive or moderate?
Philip E. Channen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Philip E. Channen's strategy?
Philip E. Channen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
