Matthew Okkerse Portfolio

Invests via Dauntless Investment Group LLC | Managed by Matthew Okkerse

Invests via Dauntless Investment Group LLC

Managed by Matthew Okkerse

Automatically Tracked

Tracking: 0 Updated: Yesterday at 01:45 PM

Private markets investor and operator focused on growth-stage technology and services businesses. Matthew Okkerse is known for leading deal sourcing, due diligence and portfolio value creation at mid-sized buyout and growth equity funds, and engages with LPs on strategy and reporting. Experienced in financial planning, operations and go-to-market scaling, he has overseen add-on acquisitions and exit readiness. Background includes roles in corporate finance and strategy and academic credentials in economics and finance. Market-facing strengths include cross-border sourcing, operational improvement and capital structuring.

Investment Philosophy & Strategy

Focuses on growth-stage technology and services companies, blending buyout rigor with growth-equity agility. Emphasizes active, operationally-driven value creation: go-to-market scaling, FP&A-led performance improvement, and accretive add-on M&A. Underwrites opportunities with cross-border sourcing advantages and pragmatic capital-structure solutions to balance growth funding and downside protection. Prefers mid-market situations where hands-on governance, exit planning, and management alignment accelerate EBITDA conversion. Time horizon is multi-year with staged capital deployment and clear operational KPIs guiding follow-on investments and exit timing.

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:

34.93%

Gain

Monthly

1.63%

Yearly

21.44%

Drawdown

18.32%

$32.21M

Equity

Holdings

$32.21M

Investment

$36.35M

$4.25M

Profit -$481,789.52

Realized

$8.39M

Unrealized

-$4.14M

Dividends

$316,801.62

Goals

Avg. 26.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

53%

Today

Compared To Yesterday

Gain

Profit

-$481,789.52

Win %

46%

This Week

Compared To Last Week

Gain

-8.48%

Profit

-$2.98M

Win %

46%

This Month

Compared to last month

Gain

-8.78%

Profit

-$3.1M

Win %

46%

This Year

Compared to last year

Gain

-9.49%

Profit

-$3.38M

Win %

50%

Gainers
Losers

ACRX AcelRx Pharmaceuticals Inc

+7.5%

+$26,114.04

ARMP Armata Pharmaceuticals Inc.

+5.32%

+$18,116

FEMY Femasys Inc.

+3.28%

+$30,165.15

VITL Vital Farms Inc.

+2.96%

+$4,525.17

PPC Pilgrim's Pride Corporation

+1.93%

+$17,575.04

CALM Cal-Maine Foods Inc.

+1.78%

+$22,336.39

DOLE Dole plc

+1.52%

+$7,262.86

JBS JBS N.V.

+1.41%

+$3,622.36

AGRO Adecoagro S.A.

+1.11%

+$38.61

MPC Marathon Petroleum Corporation

+1.1%

+$13,964.12

INVA Innoviva Inc.

+0.99%

+$26,928.44

JOE The St. Joe Company

+0.94%

+$18,545.47

AIRS AirSculpt Technologies Inc.

+0.84%

+$0.04

EPD Enterprise Products Partners L.P.

+0.73%

+$1,419.84

ET Energy Transfer L.P.

+0.62%

+$1,537.5

MPLX MPLX LP

+0.45%

+$1,318.35

PTCT PTC Therapeutics, Inc.

+0.38%

+$2,466.79

ERNA

MRX

RTAC Renatus Tactical Acquisition Corp.

SVAC Spring Valley Acquisition Corp. III

EKSO Ekso Bionics Holdings, Inc.

-9.86%

-$61,757.82

CRIS Curis Inc.

-6.22%

-$10,210.24

ADAG Adagene Inc.

-6.14%

-$7,650.5

INMB Inmune Bio Inc.

-5.79%

-$21,998.77

FUTU Futu Holdings Limited - ADR

-5%

-$9,047.52

UTI Universal Technical Institute Inc.

-4.91%

-$29,016.19

AEON Aeon Biopharma Inc.

-4.12%

-$30,586.08

STIM Neuronetics Inc.

-3.93%

-$18,844.56

PPLT abrdn Physical Platinum Shares ETF

-3.54%

-$124.8

CUE Cue Biopharma, Inc.

-3.17%

-$70.16

CCCC C4 Therapeutics Inc.

-3.07%

-$1,650

AEXA American Exceptionalism Acquisition Corp. A

-2.97%

-$234.5

NAK Northern Dynasty Minerals Ltd.

-2.81%

-$0.04

LINC Lincoln Educational Services Corporation

-2.8%

-$73,407.16

ACON Aclarion Inc.

-2.65%

-$379.54

CPA Copa Holdings S.A.

-2.58%

-$16,053.92

TOI The Oncology Institute Inc.

-2.47%

-$60,067.41

MLP Maui Land & Pineapple Company, Inc.

-2.41%

-$2,239.76

AEM Agnico Eagle Mines Limited

-2.12%

-$791.52

TLSA Tiziana Life Sciences Ltd.

-1.82%

-$43,304.62

CAPR Capricor Therapeutics Inc.

-1.78%

-$4,783.8

DC Dakota Gold Corp

-1.68%

-$4,832.87

ACIU Acimmune SA

-1.61%

-$3,762.11

VSTM Verastem Inc.

-1.3%

-$2,756.25

XP Xp Inc.

-1.26%

-$4,236.96

COUR Coursera Inc.

-0.97%

-$4,849.46

NWAX-UN New America Acquisition I Corp.

-0.96%

-$17.2

ESTA Establishment Labs Holdings Inc.

-0.9%

-$7,825.24

PROF Profound Medical Corp.

-0.89%

-$14,444.34

CHRS Coherus Biosciences Inc.

-0.72%

-$760.87

AZTR Azitra Inc.

-0.53%

-$0.7

OKYO Okyo Pharma Ltd.

-0.36%

-$19.09

TRAW Traws Pharma Inc.

-0.33%

-$917.4

KRYS Krystal Biotech Inc.

-0.26%

-$65.7

QNRX Quoin Pharmaceuticals Ltd. - American Depositary Receipt

-0.24%

-$1,965.92

CGTX Cognition Therapeutics Inc.

-0.23%

-$948.2

DSL DoubleLine Income Solutions Fund

-0.14%

-$4.89

UNCY Unicycive Therapeutics Inc.

-0.12%

-$882.52

KZIA Kazia Therapeutics Ltd Sponsored ADR

-0.11%

-$1,197.48

TVA Texas Ventures Acquisition Corp.

-0.1%

-$40.18

Events

Dividends

Dividend Analysis

No Data

Trades 297	Longs Won 117/297 39%	Profit Factor 1.36
Profitability	Shorts Won 0/0 0%	Standard Deviation $240,079.03
Average Win $138,796.25	Best Trade (Jul 14) $1.58M	Sharpe Ratio -63.23
Average Loss -$66,582.04	Worst Trade (Jul 17) -$1.76M	Z-Score -4.91 (100%)
Commissions $0	Avg. Trade Length 5m 2w	Expectancy $14,324.56

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%	0.03%	0.34%	2.84%	18.61%
Consecutive Losing Trades	484	435	387	339	290	242	194	145	97	48