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:
5.69%
Gain -0.71%
Monthly
0.17%
Yearly
2.02%
Drawdown
20.96%
$553.74M
Equity
Holdings
$553.74M
Investment
$530.27M
$52.15M
Profit -$4.21M
Realized
$28.67M
Unrealized
$23.47M
Dividends
$28.62M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$4.21M
Win %
38%
This Week
Compared To Last Week
Gain
0.61%
Profit
$3.34M
Win %
38%
This Month
Compared to last month
Gain
0.22%
Profit
$1.19M
Win %
38%
This Year
Compared to last year
Gain
-0.16%
Profit
-$344,344.05
Win %
49%
AMT American Tower Corporation
+2.14%
+$344,396.8 
ADSK Autodesk, Inc.
+2%
+$399,666.96 
CCI Crown Castle Inc.
+1.96%
+$101,388.42 
NVO Novo Nordisk A/S Sponsored ADR
+1.75%
+$72,007.43 
KRC Kilroy Realty Corporation
+1.5%
+$6,648.36 
STE STERIS plc
+1.24%
+$231,509.46 
CVSA Adtalem Global Education Inc.
+0.94%
+$92,716.8 
ICLR ICON plc
+0.86%
+$165,661.59 
LOPE Grand Canyon Education Inc.
+0.78%
+$77,459.02 
TMO Thermo Fisher Scientific Inc.
+0.75%
+$214,464.29 
BFAM Bright Horizons Family Solutions Inc.
+0.74%
+$2,968.51 
BXP Boston Properties, Inc.
+0.15%
+$1,188.18 
DBRG DigitalBridge Group Inc.
+0.12%
+$2,428.12 
A Agilent Technologies Inc.
+0.09%
+$26,470.74 
VGNT Versigent plc
-4.75%
-$590,220 
SUNB Sunbelt Rentals Holdings, Inc.
-4.69%
-$339,819.65 
OC Owens Corning
-4.14%
-$35,434.24 
DE Deere & Company
-3.43%
-$46,414.79 
VRT Vertiv Holdings Co
-3.36%
-$57,467.74 
WMS Advanced Drainage Systems, Inc.
-3.29%
-$30,109.8 
NXT Nextracker Inc.
-2.9%
-$181,901.41 
SW Smurfit WestRock PLC
-2.62%
-$300,680.13 
XYL Xylem Inc.
-2.11%
-$446,685.2 
TTEK Tetra Tech, Inc.
-2.11%
-$190,053.9 
BSY Bentley Systems, Incorporated Class B
-2.06%
-$217,414.22 
VITL Vital Farms Inc.
-2.04%
-$5,635.79 
STAG Stag Industrial Inc.
-1.94%
-$20,164.9 
MSA Msa Safety Inc.
-1.86%
-$183,721.05 
ROK Rockwell Automation, Inc.
-1.85%
-$228,879.81 
GMED Globus Medical Inc.
-1.83%
-$355,642 
WELL Welltower Inc.
-1.78%
-$10,417.98 
TT Trane Technologies plc
-1.75%
-$214,119.31 
MAA Mid-America Apartment Communities, Inc.
-1.68%
-$8,825.6 
APTV Aptiv PLC
-1.67%
-$275,476.41 
CMC Commercial Metals Company
-1.66%
-$10,441.48 
VTR Ventas Inc.
-1.64%
-$168,880.2 
JCI Johnson Controls International plc
-1.47%
-$24,286.76 
TRMB Trimble Inc.
-1.47%
-$301,113.8 
DLR Digital Realty Trust, Inc.
-1.42%
-$264,971.49 
PECO Phillips Edison & Company, Inc.
-1.25%
-$10,503.09 
CWEN Clearway Energy Inc.
-1.2%
-$122,279.45 
CSX CSX Corporation
-1.17%
-$14,878.44 
DEA Easterly Government Properties, Inc.
-1.12%
-$51,552.28 
DOC Healthpeak Properties, Inc.
-1.03%
-$157,655.36 
AMH American Homes 4 Rent
-0.98%
-$7,847.1 
TEL TE Connectivity plc
-0.96%
-$223,939.37 
RYN Rayonier Inc.
-0.94%
-$15,640.51 
AWK American Water Works Company, Inc.
-0.94%
-$209,075.98 
COLD Americold Realty Trust
-0.9%
-$2,865 
PLD Prologis Inc.
-0.85%
-$17,551.59 
LNG Cheniere Energy Inc.
-0.82%
-$20,088.28 
VLTO Veralto Corporation
-0.82%
-$100,600.18 
EQIX Equinix, Inc.
-0.77%
-$124,098.78 
ECL Ecolab Inc.
-0.73%
-$181,040.69 
GXO GXO Logistics Inc.
-0.58%
-$5,095.44 
BSX Boston Scientific Corporation
-0.57%
-$30,352.32 
SNPS Synopsys, Inc.
-0.52%
-$72,803.56 
ADC Agree Realty Corporation
-0.5%
-$5,247.99 
FSLR First Solar, Inc.
-0.39%
-$37,552.9 
BEPC Brookfield Renewable Corporation
-0.3%
-$22,808.52 
WY Weyerhaeuser Company
-0.21%
-$2,589.68 
EXC Exelon Corporation
-0.04%
-$2,976.22 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 227/451 50% | Profit Factor 1.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $597,332.21 | Best Trade (Oct 07) $8.97M | Sharpe Ratio -3.15 |
| Average Loss -$372,540.14 | Worst Trade (Dec 30) -$6.13M | Z-Score -1.88 (96.29%) |
| Commissions $0 | Avg. Trade Length 1y 3w 4d | Expectancy $115,621.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,486 | 1,337 | 1,189 | 1,040 | 892 | 743 | 594 | 446 | 297 | 149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 170,779 | $19.98M | $28.94M | - | $8.97M | 44.88% | +0.092% |
| ADC Agree Realty Corporation | 15,903 | $1.12M | $1.04M | - | -$77,345.15 | -6.92% | -0.502% |
| ADSK Autodesk, Inc. | 86,508 | $22.65M | $20.41M | - | -$2.24M | -9.89% | +1.998% |
| AMH American Homes 4 Rent | 26,157 | $964,002.34 | $789,156.69 | - | -$174,845.65 | -18.14% | -0.985% |
| AMT American Tower Corporation | 97,840 | $19.21M | $16.47M | - | -$2.74M | -14.28% | +2.136% |
| APTV Aptiv PLC | 369,767 | $23.64M | $16.26M | - | -$7.38M | -31.22% | -1.666% |
| AWK American Water Works Company, Inc. | 174,231 | $24.85M | $22.1M | - | -$2.75M | -11.08% | -0.937% |
| BEPC Brookfield Renewable Corporation | 253,428 | $9.45M | $7.49M | - | -$1.96M | -20.73% | -0.304% |
| BFAM Bright Horizons Family Solutions Inc. | 5,997 | $630,053.35 | $401,289.25 | - | -$228,764.1 | -36.31% | +0.745% |
| BSX Boston Scientific Corporation | 126,468 | $7.18M | $5.31M | - | -$1.88M | -26.14% | -0.569% |
| BSY Bentley Systems, Incorporated Class B | 293,803 | $10.32M | $10.35M | - | $32,318.3 | 0.31% | -2.057% |
| BXP Boston Properties, Inc. | 13,202 | $684,062 | $790,535.76 | - | $106,473.76 | 15.56% | +0.151% |
| CCI Crown Castle Inc. | 75,663 | $7.73M | $5.27M | - | -$2.46M | -31.82% | +1.963% |
| CMC Commercial Metals Company | 9,713 | $514,142.6 | $620,029.35 | - | $105,886.75 | 20.59% | -1.656% |
| COLD Americold Realty Trust | 22,920 | $546,992.37 | $314,806.2 | - | -$232,186.17 | -42.45% | -0.902% |
| CSX CSX Corporation | 26,808 | $976,213.13 | $1.26M | - | $282,288.43 | 28.92% | -1.168% |
| CVSA Adtalem Global Education Inc. | 77,264 | $9.64M | $9.93M | - | $297,466.48 | 3.09% | +0.942% |
| CWEN Clearway Energy Inc. | 330,485 | $9.5M | $10.03M | - | $536,177.64 | 5.65% | -1.204% |
| DBRG DigitalBridge Group Inc. | 121,406 | $1.81M | $1.94M | - | $128,119.9 | 7.06% | +0.125% |
| DE Deere & Company | 1,981 | $760,311.36 | $1.31M | - | $545,880.8 | 71.8% | -3.432% |
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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 - $7.92M, First Solar, Inc - $6.64M, Brookfield Renewable Corporation - $6.44M, and Digital Realty Trust, Inc - $5.51M. 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 - $5.08M, Verra Mobility Corporation - $4.67M, Pioneer Acquisition I Corp - $2.32M, and Smurfit WestRock PLC - $2.27M. 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 $28.62M earned over time. The largest contributors to dividend income include Healthpeak Properties, Inc - $4.61M, American Tower Corporation - $2.47M, Easterly Government Properties, Inc - $2.43M, Healthcare Realty Trust Incorporated - $2.31M, and Clearway Energy Inc - $2.2M. 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.
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