Gary Fraser Portfolio

Invests via Foresight Group Ltd. Liability Partnership | Managed by Jonathan Parsons

Invests via Foresight Group Ltd. Liability Partnership

Managed by Jonathan Parsons

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:07 PM

Gary Fraser Profile

With a distinguished career in investment management, Gary Fraser has cultivated an extensive background within the private equity landscape. He excels at identifying growth opportunities across emerging markets and is known for his strategic involvement in operational turnarounds. Leveraging decades of experience, he integrates market insights with execution prowess to enhance business value. As a trusted advisor to multiple boards and executive teams, his contributions have facilitated significant capital inflows into underperforming assets, demonstrating an ability to reposition companies for sustainable growth. His leadership drives innovation and collaborative partnerships that reinforce competitive positioning.

Investment Philosophy & Strategy

With a focus on operational improvement, Gary Fraser actively pursues investment opportunities that align with his expertise in private equity. His strategic vision is directed toward identifying underperforming companies poised for revitalization in emerging markets. Capitalizing on his extensive leadership experience, he emphasizes collaborative partnerships to facilitate sustainable growth trajectories. Prioritizing execution and innovative strategies, investments are meticulously assessed to ensure alignment with long-term performance goals while harnessing market insights effectively. This nuanced approach enables the maximization of business potential through tailored turnaround initiatives.

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:

11.06%

Gain +0.12%

Monthly

0.36%

Yearly

4.38%

Drawdown

18.12%

$594.25M

Equity

Holdings

$594.25M

Investment

$557.02M

$63.64M

Profit +$780,880.92

Realized

$26.4M

Unrealized

$37.24M

Dividends

$25.12M

Goals

Avg. 15.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

31%

Today

Compared To Yesterday

Gain

0.12%

Profit

$780,880.92

Win %

54%

This Week

Compared To Last Week

Gain

-2.07%

Profit

-$12.53M

Win %

54%

This Month

Compared to last month

Gain

-1.81%

Profit

-$10.97M

Win %

54%

This Year

Compared to last year

Gain

-13.88%

Profit

-$85.42M

Win %

55%

Gainers
Losers

RYN Rayonier Inc.

+4.96%

+$108,623.25

VRRM Verra Mobility Corporation

+3.78%

+$100,915.91

WY Weyerhaeuser Company

+2.1%

+$30,070.62

STAG Stag Industrial Inc.

+2.03%

+$27,335

NXT Nextracker Inc.

+1.84%

+$176,116.6

WELL Welltower Inc.

+1.68%

+$9,170.94

VRT Vertiv Holdings Co

+1.64%

+$44,381.64

EXC Exelon Corporation

+1.56%

+$116,081.45

DE Deere & Company

+1.53%

+$17,274.3

AWK American Water Works Company, Inc.

+1.45%

+$333,023.71

ADC Agree Realty Corporation

+1.38%

+$18,597.68

TEL TE Connectivity plc

+1.24%

+$306,798.45

EQIX Equinix, Inc.

+1.22%

+$225,792.07

PECO Phillips Edison & Company, Inc.

+1.08%

+$12,350.7

PLD Prologis Inc.

+1.06%

+$32,650.8

XYL Xylem Inc.

+0.91%

+$195,380.46

VLTO Veralto Corporation

+0.88%

+$101,557.6

DOC Healthpeak Properties, Inc.

+0.85%

+$140,697.37

AMH American Homes 4 Rent

+0.85%

+$7,323.96

TRMB Trimble Inc.

+0.84%

+$156,070.74

VTR Ventas Inc.

+0.83%

+$81,613.7

POWI Power Integrations Inc.

+0.8%

+$136,074.5

DLR Digital Realty Trust, Inc.

+0.74%

+$146,738.37

ECL Ecolab Inc.

+0.65%

+$170,056.08

MAA Mid-America Apartment Communities, Inc.

+0.6%

+$3,695.96

DEA Easterly Government Properties, Inc.

+0.48%

+$22,886.38

LNG Cheniere Energy Inc.

+0.46%

+$12,003.54

CSX CSX Corporation

+0.43%

+$9,716.18

ROK Rockwell Automation, Inc.

+0.41%

+$57,101.24

BSY Bentley Systems, Incorporated Class B

+0.33%

+$32,715.8

A Agilent Technologies Inc.

+0.2%

+$50,755.38

MSA Msa Safety Inc.

+0.19%

+$18,364.2

STE STERIS plc

+0.15%

+$31,512.43

CCI Crown Castle Inc.

+0.14%

+$9,303.43

APTV Aptiv PLC

+0.13%

+$34,989.66

OC Owens Corning

+0.09%

+$657.25

BXP Boston Properties, Inc.

+0.07%

+$660.1

DBRG DigitalBridge Group Inc.

+0.07%

+$1,335.47

CMC Commercial Metals Company

JCI

VITL Vital Farms Inc.

-3.64%

-$6,303.6

ADSK Autodesk, Inc.

-3.47%

-$686,889.42

BEP Brookfield Renewable Partners L.P.

-2.97%

-$223,869.45

LOPE Grand Canyon Education Inc.

-2.97%

-$249,840.47

ICLR ICON plc

-2.5%

-$301,668.4

COLD Americold Realty Trust

-1.5%

-$5,042.4

FSLR First Solar, Inc.

-1.43%

-$427,615.9

TMO Thermo Fisher Scientific Inc.

-1.32%

-$305,790.39

AMT American Tower Corporation

-1.19%

-$217,387.14

KRC Kilroy Realty Corporation

-0.93%

-$4,692.96

BFAM Bright Horizons Family Solutions Inc.

-0.7%

-$2,758.62

BSX Boston Scientific Corporation

-0.59%

-$25,016.04

CWEN Clearway Energy Inc.

-0.58%

-$62,826.5

SNPS Synopsys, Inc.

-0.57%

-$86,683.03

TT Trane Technologies plc

-0.42%

-$54,553.38

GXO GXO Logistics Inc.

-0.24%

-$2,067.12

WMS Advanced Drainage Systems, Inc.

-0.17%

-$1,374.94

GMED Globus Medical Inc.

-0.16%

-$37,913.49

FLUT Flutter Entertainment plc

-0.07%

-$24,182.32

Events

Dividends

Dividend Analysis

No Data

Trades 400	Longs Won 210/400 52%	Profit Factor 1.84
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.43M
Average Win $665,024.18	Best Trade (Jun 11) $9.6M	Sharpe Ratio -2.19
Average Loss -$400,092.1	Worst Trade (Jun 11) -$10.17M	Z-Score -3.61 (100%)
Commissions $0	Avg. Trade Length 1y 4d	Expectancy $159,093.95

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%	0.01%
Consecutive Losing Trades	1,486	1,337	1,189	1,040	892	743	594	446	297	149