James Aldige Portfolio
Invests via Clio Asset Management LLC | Managed by James Aldige
Invests via Clio Asset Management LLC
Managed by James Aldige
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James Aldige Profile
Former telecom and digital-media executive turned investor with operational experience scaling distribution and content businesses. James Aldige has led strategy and M&A efforts across subscription services, ad tech and OTT platforms, and is known for advising growth-stage companies on commercial partnerships, go-to-market and capital strategy. Active in private equity and venture deal sourcing, portfolio development and board roles, with experience structuring strategic partnerships and revenue-focused integrations.
Former telecom and digital-media executive turned investor with operational experience scaling distribution and content businesses. James Aldige has led strategy and M&A efforts across subscription services, ad tech and OTT platforms, and is known for advising growth-stage companies on commercial partnerships, go-to-market and capital strategy. Active in private equity and venture deal sourcing, portfolio development and board roles, with experience structuring strategic partnerships and revenue-focused integrations.
Investment Philosophy & Strategy
Combines operational telecom and digital-media experience with a growth-oriented investment lens, prioritizing businesses where distribution, content and monetization can be scaled through strategic partnerships. Targets growth-stage companies—subscription services, ad tech and OTT—where commercial GTM improvements, deal-structured capital and revenue-centric integrations can accelerate unit economics. Favors active portfolio roles and board engagement, using M&A and partnership structuring to de-risk expansion while driving ARR and margin expansion. Time horizon is growth-to-exit with pragmatic value creation roadmaps; risk discipline centers on repeatable revenue models and measurable commercial levers.
Combines operational telecom and digital-media experience with a growth-oriented investment lens, prioritizing businesses where distribution, content and monetization can be scaled through strategic partnerships. Targets growth-stage companies—subscription services, ad tech and OTT—where commercial GTM improvements, deal-structured capital and revenue-centric integrations can accelerate unit economics. Favors active portfolio roles and board engagement, using M&A and partnership structuring to de-risk expansion while driving ARR and margin expansion. Time horizon is growth-to-exit with pragmatic value creation roadmaps; risk discipline centers on repeatable revenue models and measurable commercial levers.
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:
4.49%
Gain
Monthly
0.17%
Yearly
2.1%
Drawdown
27.76%
$123.15M
Equity
Holdings
$123.15M
Investment
$93.57M
$35.36M
Profit +$1.2M
Realized
$5.78M
Unrealized
$29.57M
Dividends
$2.18M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.2M
Win %
75%
This Week
Compared To Last Week
Gain
0.64%
Profit
$783,009.99
Win %
75%
This Month
Compared to last month
Gain
-0.63%
Profit
-$780,079.1
Win %
75%
This Year
Compared to last year
Gain
3.2%
Profit
$3.82M
Win %
68%
VRSK Verisk Analytics Inc.
+4.2%
+$174,708.56 
ORLY O'Reilly Automotive Inc.
+3.83%
+$626,603.54 
AZO AutoZone Inc.
+2.91%
+$230,076.48 
CPRT Copart Inc.
+2.66%
+$76,573.77 
MDLN Medline Inc.
+2.28%
+$82,043.1 
SPGI S&P Global Inc.
+1.87%
+$78,991.1 
V Visa Inc. Class A
+1.79%
+$187,693 
SHW The Sherwin-Williams Company
+1.44%
+$82,053.54 
FERG Ferguson Enterprises Inc
+0.85%
+$98,084.33 
LIN Linde plc
+0.49%
+$32,234.73 
GOOGL Alphabet Inc
+0.1%
+$4,837.38 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$2,855.15 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$142.13 
Events
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Dividends
Dividend Analysis
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| Trades 154 | Longs Won 107/154 69% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $412,984.94 | Best Trade (Jul 10) $11.65M | Sharpe Ratio -84.28 |
| Average Loss -$187,953.12 | Worst Trade (Mar 30) -$3.03M | Z-Score 2.14 (96.73%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $229,581.76 |
| 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% | 0.82% |
| Consecutive Losing Trades | 655 | 590 | 524 | 459 | 393 | 328 | 262 | 197 | 131 | 66 |
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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