Jeremy White Portfolio
Invests via Palliser Capital UKK) Ltd. | Managed by James Nicholas Barrie Smith
Invests via Palliser Capital UKK) Ltd.
Managed by James Nicholas Barrie Smith
Automatically Tracked
Jeremy White Profile
With a robust career in technology commercialization and venture capital, Jeremy White is a prominent figure in the startup ecosystem. His experience spans multiple sectors, focusing on transformative technologies that drive growth and innovation. As an entrepreneurial founder, he has led various companies from inception to successful market entry, showcasing his ability to identify high-potential opportunities. In addition to his ventures, White actively engages with emerging businesses as an investor-operator, providing strategic guidance and operational insight. His leadership style fosters collaboration within teams while nurturing talent in dynamic environments.
With a robust career in technology commercialization and venture capital, Jeremy White is a prominent figure in the startup ecosystem. His experience spans multiple sectors, focusing on transformative technologies that drive growth and innovation. As an entrepreneurial founder, he has led various companies from inception to successful market entry, showcasing his ability to identify high-potential opportunities. In addition to his ventures, White actively engages with emerging businesses as an investor-operator, providing strategic guidance and operational insight. His leadership style fosters collaboration within teams while nurturing talent in dynamic environments.
Investment Philosophy & Strategy
In the rapidly evolving landscape of technology, Jeremy White leverages a contrarian viewpoint to identify undervalued startups with disruptive potential. His entrepreneurial mindset enables him to evaluate market trends and operational capabilities critically, leading to informed investment decisions. By engaging closely with founders, he fosters strategic alliances that facilitate growth and innovation within their businesses. Emphasizing agility in capital allocation allows him to navigate shifting dynamics while seizing emergent opportunities swiftly. The emphasis on hands-on involvement reflects his commitment to not just financial backing but also comprehensive mentorship that nurtures entrepreneurial talent.
In the rapidly evolving landscape of technology, Jeremy White leverages a contrarian viewpoint to identify undervalued startups with disruptive potential. His entrepreneurial mindset enables him to evaluate market trends and operational capabilities critically, leading to informed investment decisions. By engaging closely with founders, he fosters strategic alliances that facilitate growth and innovation within their businesses. Emphasizing agility in capital allocation allows him to navigate shifting dynamics while seizing emergent opportunities swiftly. The emphasis on hands-on involvement reflects his commitment to not just financial backing but also comprehensive mentorship that nurtures entrepreneurial talent.
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:
59.08%
Gain -1.39%
Monthly
0.51%
Yearly
6.28%
Drawdown
37.17%
$174.85M
Equity
Holdings
$174.85M
Investment
$146.77M
$34.48M
Profit -$1.06M
Realized
$6.4M
Unrealized
$28.08M
Dividends
$14.05M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.39%
Profit
-$1.06M
Win %
58%
This Week
Compared To Last Week
Gain
-3.15%
Profit
-$5.68M
Win %
58%
This Month
Compared to last month
Gain
-2.28%
Profit
-$4.09M
Win %
58%
This Year
Compared to last year
Gain
-3.36%
Profit
-$6.08M
Win %
57%
CGBD Carlyle Secured Lending, Inc.
+3.71%
+$17,595.65 
MCO Moody's Corporation
+3.44%
+$71,232 
ROP Roper Technologies Inc.
+3.23%
+$84,041.58 
OCSL Oaktree Specialty Lending Corporation
+3.17%
+$98,912.45 
GBDC Golub Capital BDC, Inc.
+2.77%
+$6,743.22 
BXSL Blackstone Secured Lending Fund
+2.48%
+$6,205.03 
FSK FS KKR Capital Corp.
+2.28%
+$126,681.6 
PSBD Palmer Square Capital BDC Inc.
+2.2%
+$18,485.88 
BDX Becton, Dickinson and Company
+2.12%
+$54,132 
ARCC Ares Capital Corporation
+1.94%
+$5,002.92 
HONA Honeywell Aerospace Inc.
+1.45%
+$106,823.45 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+1.24%
+$61,955.63 
MA Mastercard Incorporated
+1.22%
+$30,095.08 
TDG TransDigm Group Inc.
+1.15%
+$9,603.75 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+1.1%
+$50,908 
NSC Norfolk Southern Corporation
+0.51%
+$52,732.24 
CCOI Cogent Communications Holdings, Inc.
+0.13%
+$2,363.93 
WBD Warner Bros. Discovery, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 133 | Longs Won 58/133 43% | Profit Factor 2.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $1.08M | Best Trade (Oct 14) $23.09M | Sharpe Ratio -13.82 |
| Average Loss -$374,925.09 | Worst Trade (Oct 14) -$2.91M | Z-Score -0.87 (61.56%) |
| Commissions $0 | Avg. Trade Length 7m 1d | Expectancy $259,282.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 1.09% | 11.84% |
| Consecutive Losing Trades | 466 | 420 | 373 | 326 | 280 | 233 | 187 | 140 | 93 | 47 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMZN Amazon.com Inc | 8,404 | $2M | $2.12M | - | $121,605.88 | 6.07% | -0.5% |
| ARCC Ares Capital Corporation | 13,897 | $257,511.41 | $263,348.15 | - | $5,836.74 | 2.27% | +1.937% |
| BDX Becton, Dickinson and Company | 13,533 | $2.05M | $2.61M | - | $562,431.48 | 27.46% | +2.118% |
 BIO Bio-Rad Laboratories Inc. | 27,954 | $8.21M | $10.13M | - | $1.92M | 23.4% | -0.034% |
| BXSL Blackstone Secured Lending Fund | 10,517 | $249,358.07 | $256,088.95 | - | $6,730.88 | 2.7% | +2.483% |
| CCOI Cogent Communications Holdings, Inc. | 236,393 | $5.58M | $1.83M | - | -$3.76M | -67.27% | +0.13% |
| CGBD Carlyle Secured Lending, Inc. | 45,703 | $481,252.59 | $491,992.79 | - | $10,740.2 | 2.23% | +3.709% |
| FSK FS KKR Capital Corp. | 527,840 | $5.54M | $5.69M | - | $147,795.2 | 2.67% | +2.277% |
| GBDC Golub Capital BDC, Inc. | 20,129 | $259,261.52 | $249,700.24 | - | -$9,561.28 | -3.69% | +2.775% |
| HONA Honeywell Aerospace Inc. | 46,910 | $10.33M | $7.46M | - | -$2.87M | -27.79% | +1.453% |
| HONIV Honeywell International Inc. | 24,286 | $5,437.64 | $5,437.64 | - | - | - | 0.0 |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 49,139 | $4.98M | $4.69M | - | -$290,608.05 | -5.84% | +1.099% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 51,203 | $5.41M | $5.04M | - | -$365,589.42 | -6.76% | +1.244% |
| MA Mastercard Incorporated | 4,089 | $2.1M | $2.5M | - | $396,633.08 | 18.89% | +1.22% |
| MCO Moody's Corporation | 4,480 | $2.03M | $2.14M | - | $115,360 | 5.69% | +3.436% |
| NSC Norfolk Southern Corporation | 32,154 | $10.12M | $10.46M | - | $346,620.12 | 3.43% | +0.507% |
| OCSL Oaktree Specialty Lending Corporation | 270,993 | $3.25M | $3.22M | - | -$33,874.13 | -1.04% | +3.174% |
 OWL Blue Owl Capital Inc. | 755,726 | $6.54M | $6.55M | - | $7,407.71 | 0.11% | -1.422% |
| PSBD Palmer Square Capital BDC Inc. | 88,028 | $920,772.88 | $859,153.28 | - | -$61,619.6 | -6.69% | +2.199% |
 RIO Rio Tinto Plc Sponsored ADR | 1.07M | $65.07M | $95.56M | - | $30.49M | 46.86% | -1.786% |
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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 Jeremy White?
The largest contributions to the portfolio's profits come from the following stocks: Rio Tinto Plc Sponsored ADR - $15.22M, Tripadvisor Inc - $3.98M, Carnival plc - $2.73M, Activision Blizzard Inc - $1.95M, and GeoPark Ltd - $1.94M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fox Corporation Class B Common Stock - $4.02M, Cogent Communications Holdings, Inc - $3.95M, Cannae Holdings Inc - $1.46M, Albertsons Companies, Inc - $1.06M, and BARRICK MINING CORP Common Stock (ABR0) - $1.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy White's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.05M earned over time. The largest contributors to dividend income include Rio Tinto Plc Sponsored ADR - $10.51M, Albertsons Companies, Inc - $952,869.96, South Jersey Industries Inc - $338,996.12, Fox Corporation Class B Common Stock - $336,730.82, and BARRICK MINING CORP Common Stock (ABR0) - $291,703.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy White's monthly returns?
Jeremy White's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jeremy White's strategy be considered aggressive or moderate?
Jeremy White's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jeremy White's strategy?
Jeremy White's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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