BGI
B Group Inc. Portfolio
Invests via B Group Inc. | Managed by Branden B. Muhl
Invests via B Group Inc.
Managed by Branden B. Muhl
Automatically Tracked
Company Profile
Managing a portfolio of consumer and industrial holdings across North America, B Group Inc. targets cash-generative businesses with scalable operations and predictable free cash flow. The company's capital allocation blends direct ownership, strategic minority stakes and operational turnarounds, aiming to enhance margins through centralized shared services and selective bolt-on acquisitions. Revenue exposure skews to resilient end markets such as healthcare supplies, light manufacturing and specialty retail, with emphasis on margin expansion and working-capital optimization. Funding sources include retained earnings, syndicated credit facilities and opportunistic equity issuance to support growth and debt reduction. Relevant to investors, the firm presents a diversified operating cash flow base and execution-driven value creation roadmap that informs relative valuation versus peers.
Managing a portfolio of consumer and industrial holdings across North America, B Group Inc. targets cash-generative businesses with scalable operations and predictable free cash flow. The company's capital allocation blends direct ownership, strategic minority stakes and operational turnarounds, aiming to enhance margins through centralized shared services and selective bolt-on acquisitions. Revenue exposure skews to resilient end markets such as healthcare supplies, light manufacturing and specialty retail, with emphasis on margin expansion and working-capital optimization. Funding sources include retained earnings, syndicated credit facilities and opportunistic equity issuance to support growth and debt reduction. Relevant to investors, the firm presents a diversified operating cash flow base and execution-driven value creation roadmap that informs relative valuation versus peers.
Investment Philosophy & Strategy
Operates a pragmatic, value-oriented investment approach focused on cash-generative consumer and industrial businesses across North America. Prefers controlling or meaningful minority positions in companies with scalable operations, predictable free cash flow and tangible margin-improvement levers. Capital allocation blends retained earnings, syndicated debt and opportunistic equity to fund bolt-on M&A, operational turnarounds and working-capital optimization. Underwriting emphasizes resilience of end markets (healthcare supplies, light manufacturing, specialty retail), disciplined leverage, centralized shared services to capture synergies, and a three- to seven-year value realization horizon. Execution-driven, portfolio construction balances diversification of cash flows with targeted active management to compress valuation multiples and drive compounding free cash flow.
Operates a pragmatic, value-oriented investment approach focused on cash-generative consumer and industrial businesses across North America. Prefers controlling or meaningful minority positions in companies with scalable operations, predictable free cash flow and tangible margin-improvement levers. Capital allocation blends retained earnings, syndicated debt and opportunistic equity to fund bolt-on M&A, operational turnarounds and working-capital optimization. Underwriting emphasizes resilience of end markets (healthcare supplies, light manufacturing, specialty retail), disciplined leverage, centralized shared services to capture synergies, and a three- to seven-year value realization horizon. Execution-driven, portfolio construction balances diversification of cash flows with targeted active management to compress valuation multiples and drive compounding free cash flow.
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:
20.82%
Gain
Monthly
1.03%
Yearly
13.07%
Drawdown
31.13%
$155.12M
Equity
Holdings
$155.12M
Investment
$141.08M
$35.95M
Profit -$5.17M
Realized
$21.91M
Unrealized
$14.04M
Dividends
$0
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.17M
Win %
69%
This Week
Compared To Last Week
Gain
-4.19%
Profit
-$6.78M
Win %
69%
This Month
Compared to last month
Gain
-3.02%
Profit
-$4.84M
Win %
69%
This Year
Compared to last year
Gain
15%
Profit
$20.24M
Win %
70%
ZLAB Zai Lab Ltd.
+1.52%
+$139,700.26 
ADMA Adma Biologics Inc.
+1.5%
+$416,980.46 
SLNO Soleno Therapeutics, Inc.
0%
$0 
SYRE Spyre Therapeutics, Inc.
-7.7%
-$786,000 
GPCR Structure Therapeutics Inc.
-7.24%
-$457,725 
FHTX Foghorn Therapeutics Inc.
-6.97%
-$38,760 
PALI Palisade Bio Inc.
-6.9%
-$1.6M 
CLLS Cellectis S.A. - ADR
-4.98%
-$459,410.14 
NRXP NRx Pharmaceuticals, Inc.
-4.93%
-$660,000 
RARE Ultragenyx Pharmaceutical Inc.
-4.7%
-$201,150 
ORKA Oruka Therapeutics, Inc.
-4.17%
-$270,750 
TSHA Taysha Gene Therapies Inc.
-3.55%
-$396,122.32 
ASMB Assembly Biosciences Inc.
-3.33%
-$156,378.34 
PRAX Praxis Precision Medicines Inc.
-3.21%
-$339,682.14 
DRUG Bright Minds Biosciences Inc.
-2.23%
-$114,075 
AURA Aura Biosciences Inc.
-1.71%
-$71,709.12 
IOVA Iovance Biotherapeutics, Inc.
-1.69%
-$120,000 
REPL Replimune Group Inc.
-1.65%
-$4,160 
SGHT Sight Sciences, Inc.
-0.95%
-$48,500 
APGE Apogee Therapeutics Inc.
-0.16%
-$1,575 Events
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Dividends
Dividend Analysis
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No Data
| Trades 67 | Longs Won 47/67 70% | Profit Factor 2.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.2M |
| Average Win $1.43M | Best Trade (Sep 30) $11.61M | Sharpe Ratio -9.82 |
| Average Loss -$1.56M | Worst Trade (Jul 16) -$19.08M | Z-Score 2.49 (98.72%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $536,602.2 |
| 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% | 0.03% | 0.32% | 2.76% | 18.36% |
| Consecutive Losing Trades | 100 | 90 | 80 | 70 | 60 | 50 | 40 | 30 | 20 | 10 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
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Option values are updated at end of day.
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