Dana Moreau Portfolio
Invests via COMMON FUND FOR NONPROFIT ORGANIZATIONS | Managed by Dana Moreau, Commonfund OCIO, Inc.
Invests via COMMON FUND FOR NONPROFIT ORGANIZATIONS
Managed by Dana Moreau, Commonfund OCIO, Inc.
Automatically Tracked
Dana Moreau Profile
A seasoned investor and operator, Dana Moreau is known for leading growth equity investments and operational transformations in fintech and enterprise software. Focused on scaling products, go-to-market strategy, and board governance, she combines prior operating roles with buy-side diligence experience to source and steward growth-stage opportunities.
A seasoned investor and operator, Dana Moreau is known for leading growth equity investments and operational transformations in fintech and enterprise software. Focused on scaling products, go-to-market strategy, and board governance, she combines prior operating roles with buy-side diligence experience to source and steward growth-stage opportunities.
Investment Philosophy & Strategy
Combines growth-equity rigor with an operator’s playbook to back fintech and enterprise software companies scaling from product-market fit to category leadership. Prioritizes businesses with defensible unit economics, clear go‑to‑market leverage, and measurable retention metrics. Deploys patient mid‑to‑late‑stage capital, takes active board roles to drive GTM, product and governance improvements, and uses KPI-driven milestones to stage capital, limit downside, and accelerate value creation over a 3–7 year horizon.
Combines growth-equity rigor with an operator’s playbook to back fintech and enterprise software companies scaling from product-market fit to category leadership. Prioritizes businesses with defensible unit economics, clear go‑to‑market leverage, and measurable retention metrics. Deploys patient mid‑to‑late‑stage capital, takes active board roles to drive GTM, product and governance improvements, and uses KPI-driven milestones to stage capital, limit downside, and accelerate value creation over a 3–7 year horizon.
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:
48.34%
Gain -0.91%
Monthly
0.63%
Yearly
7.88%
Drawdown
16.83%
$1.1B
Equity
Holdings
$1.1B
Investment
$868.21M
$364.02M
Profit -$11.59M
Realized
$127.78M
Unrealized
$236.24M
Dividends
$48.45M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$11.59M
Win %
77%
This Week
Compared To Last Week
Gain
-1.56%
Profit
-$17.53M
Win %
77%
This Month
Compared to last month
Gain
-3.5%
Profit
-$40.1M
Win %
77%
This Year
Compared to last year
Gain
4.25%
Profit
$41.09M
Win %
78%
ISRA VanEck Israel ETF
-1.8%
-$21,677.17 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$28,311.5 
EEM iShares MSCI Emerging Markets ETF
-1.44%
-$297,723.2 
SUSA iShares MSCI USA ESG Select ETF
-1.43%
-$9,998.64 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.4%
-$3,673.54 
CATH Global X S&P 500 Catholic Values ETF
-1.37%
-$146,180.08 
SPY SPDR S&P 500 ETF Trust
-1.3%
-$5.37M 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$51,503.04 
IVV iShares Core S&P 500 ETF
-1.28%
-$307,410.32 
ACWI iShares MSCI ACWI ETF
-1.26%
-$1.72M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.26%
-$28,823.52 
VOO Vanguard S&P 500 ETF
-1.26%
-$1.64M 
VEU Vanguard FTSE All-World ex-US ETF
-1.23%
-$28,955.69 
IJH iShares Core S&P Mid-Cap ETF
-1.21%
-$140,231.56 
EFA iShares MSCI EAFE ETF
-1.21%
-$97,961.24 
RSP Invesco S&P 500 Equal Weight ETF
-1.06%
-$359,711.57 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$3,681.35 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.61%
-$1.29M 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$53,722.71 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$5,896.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$26,686.6 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.03%
-$153.56 
GVI iShares Intermediate Government Bond ETF
-0.02%
-$44.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$599.54 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 173/248 69% | Profit Factor 8.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.17M |
| Average Win $2.38M | Best Trade (Jun 09) $108.51M | Sharpe Ratio -31.94 |
| Average Loss -$644,284.18 | Worst Trade (Dec 31) -$16.88M | Z-Score 3.75 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $1.47M |
| 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% | 0.61% |
| Consecutive Losing Trades | 1,715 | 1,544 | 1,372 | 1,201 | 1,029 | 858 | 686 | 515 | 343 | 172 |
Hover over the desired column for a detailed explanation.
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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