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
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.
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.
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:
11.53%
Gain +1.04%
Monthly
0.35%
Yearly
4.29%
Drawdown
20.95%
$580.72M
Equity
Holdings
$580.72M
Investment
$530.27M
$79.12M
Profit +$7.7M
Realized
$28.67M
Unrealized
$50.45M
Dividends
$26.46M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$7.7M
Win %
55%
This Week
Compared To Last Week
Gain
2.93%
Profit
$16.51M
Win %
55%
This Month
Compared to last month
Gain
2.93%
Profit
$16.51M
Win %
55%
This Year
Compared to last year
Gain
4.7%
Profit
$26.63M
Win %
59%
MSA Msa Safety Inc.
+9.13%
+$862,783.86 
WY Weyerhaeuser Company
+6.51%
+$99,055.32 
VRT Vertiv Holdings Co
+6.18%
+$94,958.5 
SNPS Synopsys, Inc.
+4.41%
+$453,090.66 
TT Trane Technologies plc
+3.33%
+$376,183.07 
FSLR First Solar, Inc.
+2.44%
+$269,308.18 
TTEK Tetra Tech, Inc.
+2.19%
+$191,401.8 
LNG Cheniere Energy Inc.
+2.13%
+$48,868.3 
JCI Johnson Controls International plc
+1.93%
+$28,853.62 
ROK Rockwell Automation, Inc.
+1.93%
+$248,317.83 
RYN Rayonier Inc.
+1.82%
+$35,881.17 
VITL Vital Farms Inc.
+1.76%
+$6,467.78 
VTR Ventas Inc.
+1.73%
+$200,387.7 
BSX Boston Scientific Corporation
+1.59%
+$92,321.64 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$6,401.78 
BSY Bentley Systems, Incorporated Class B
+0.65%
+$67,574.69 
BEPC Brookfield Renewable Corporation
+0.63%
+$53,219.88 
AMH American Homes 4 Rent
+0.63%
+$5,492.97 
EXC Exelon Corporation
+0.53%
+$47,619.6 
CMC Commercial Metals Company
+0.45%
+$3,011.03 
CSX CSX Corporation
+0.42%
+$5,629.68 
XYL Xylem Inc.
+0.13%
+$30,318 
DBRG DigitalBridge Group Inc.
+0.13%
+$2,428.12 
PECO Phillips Edison & Company, Inc.
+0.12%
+$1,117.35 
OC Owens Corning
+0.06%
+$571.38 
CWEN Clearway Energy Inc.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$498,005.33 
NXT Nextracker Inc.
-7.25%
-$501,478.02 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$20,449.77 
SW Smurfit WestRock PLC
-3.26%
-$419,868.65 
LOPE Grand Canyon Education Inc.
-3.19%
-$304,121.89 
APTV Aptiv PLC
-2.79%
-$599,022.54 
EQIX Equinix, Inc.
-2.7%
-$437,677.25 
COLD Americold Realty Trust
-2.56%
-$8,480.4 
DLR Digital Realty Trust, Inc.
-2.42%
-$470,502.5 
BXP Boston Properties, Inc.
-2.16%
-$20,463.1 
AWK American Water Works Company, Inc.
-1.93%
-$459,969.84 
GMED Globus Medical Inc.
-1.83%
-$373,424.1 
KRC Kilroy Realty Corporation
-1.82%
-$9,385.92 
DEA Easterly Government Properties, Inc.
-1.42%
-$69,397.3 
VGNT Versigent plc
-1.29%
-$141,652.8 
CVSA Adtalem Global Education Inc.
-1.26%
-$122,849.76 
STE STERIS plc
-1.22%
-$252,148.71 
ICLR ICON plc
-1.18%
-$233,593.57 
DE Deere & Company
-1.13%
-$13,470.78 
PLD Prologis Inc.
-1.08%
-$25,325.82 
DOC Healthpeak Properties, Inc.
-1.04%
-$185,951.66 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$56,252.37 
TRMB Trimble Inc.
-0.84%
-$161,491.54 
ADC Agree Realty Corporation
-0.78%
-$9,700.83 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$4,390.44 
STAG Stag Industrial Inc.
-0.73%
-$8,065.96 
AMT American Tower Corporation
-0.63%
-$107,624.98 
ECL Ecolab Inc.
-0.61%
-$151,753.95 
VLTO Veralto Corporation
-0.57%
-$68,764.68 
GXO GXO Logistics Inc.
-0.56%
-$5,284.16 
WELL Welltower Inc.
-0.51%
-$3,091.62 
TEL TE Connectivity plc
-0.43%
-$94,234.98 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$107,233.88 
ADSK Autodesk, Inc.
-0.33%
-$66,611.16 
CCI Crown Castle Inc.
-0.27%
-$15,889.23 
A Agilent Technologies Inc.
-0.24%
-$58,066.57 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 249/451 55% | Profit Factor 2.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $575,559.61 | Best Trade (Mar 31) $8.22M | Sharpe Ratio -4.42 |
| Average Loss -$317,777.3 | Worst Trade (Dec 30) -$6.13M | Z-Score 0.52 (39.65%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $175,439.75 |
| 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 | 1,828 | 1,645 | 1,463 | 1,280 | 1,097 | 914 | 731 | 548 | 366 | 183 |
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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 Gary Fraser?
The largest contributions to the portfolio's profits come from the following stocks: Nextracker Inc - $13.43M, TE Connectivity plc - $7.84M, First Solar, Inc - $6.64M, Brookfield Renewable Corporation - $6.34M, and Digital Realty Trust, Inc - $5.39M. 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: AZN - $6.44M, Easterly Government Properties, Inc - $5.17M, Verra Mobility Corporation - $4.67M, Smurfit WestRock PLC - $2.39M, and Pioneer Acquisition I Corp - $2.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gary Fraser's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.46M earned over time. The largest contributors to dividend income include Healthpeak Properties, Inc - $4.44M, Easterly Government Properties, Inc - $2.34M, Healthcare Realty Trust Incorporated - $2.31M, American Tower Corporation - $2.3M, and Clearway Energy Inc - $2.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gary Fraser's monthly returns?
Gary Fraser's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Gary Fraser's strategy be considered aggressive or moderate?
Gary Fraser's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gary Fraser's strategy?
Gary Fraser's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
