RMM
Robert M. Mangold Jr. Portfolio
Invests via Greenbush Financial Group LLC | Managed by Robert M. Mangold Jr., Michael Ruger
Invests via Greenbush Financial Group LLC
Managed by Robert M. Mangold Jr., Michael Ruger
Automatically Tracked
Veteran investor and corporate executive focused on private equity, growth capital and board governance across industrial and services sectors. Robert M. Mangold Jr. is recognized for operating experience in buyouts and restructurings, portfolio-company oversight, and strategic M&A execution; frequently serves on boards and works with family-office and institutional LPs to deploy capital and optimize exit outcomes. Market-facing skills include capital allocation, performance improvement initiatives, and investor relations, with a pragmatic, value-oriented investment style.
Veteran investor and corporate executive focused on private equity, growth capital and board governance across industrial and services sectors. Robert M. Mangold Jr. is recognized for operating experience in buyouts and restructurings, portfolio-company oversight, and strategic M&A execution; frequently serves on boards and works with family-office and institutional LPs to deploy capital and optimize exit outcomes. Market-facing skills include capital allocation, performance improvement initiatives, and investor relations, with a pragmatic, value-oriented investment style.
Investment Philosophy & Strategy
Prefers private equity and growth-capital investments in industrials and services, deploying a value-oriented, operationally focused approach that prioritizes buyouts, restructurings and strategic M&A to drive returns. Emphasizes rigorous capital allocation, active board oversight and hands-on performance improvement to accelerate EBITDA expansion and de-risk exits. Targets mid-market companies where governance, operational fixes and focused growth initiatives unlock value over a multi-year horizon. Risk discipline centers on cash-flow resilience, conservative leverage and alignment with family-office and institutional LP partners to optimize timing and execution of liquidity events.
Prefers private equity and growth-capital investments in industrials and services, deploying a value-oriented, operationally focused approach that prioritizes buyouts, restructurings and strategic M&A to drive returns. Emphasizes rigorous capital allocation, active board oversight and hands-on performance improvement to accelerate EBITDA expansion and de-risk exits. Targets mid-market companies where governance, operational fixes and focused growth initiatives unlock value over a multi-year horizon. Risk discipline centers on cash-flow resilience, conservative leverage and alignment with family-office and institutional LP partners to optimize timing and execution of liquidity events.
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:
18.48%
Gain -0.7%
Monthly
1%
Yearly
12.66%
Drawdown
13.54%
$333.43M
Equity
Holdings
$333.43M
Investment
$277.98M
$56.04M
Profit -$2.52M
Realized
$589,636.37
Unrealized
$55.45M
Dividends
$5.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$2.52M
Win %
69%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.95M
Win %
69%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.95M
Win %
69%
This Year
Compared to last year
Gain
4.75%
Profit
$16.35M
Win %
69%
OPK Opko Health Inc.
+4.29%
+$600 
META Meta Platforms Inc Class A
+4.24%
+$81,196.05 
AMD Advanced Micro Devices, Inc.
+4.02%
+$207,618.08 
REGN Regeneron Pharmaceuticals, Inc.
+2.66%
+$7,838.67 
MCK McKesson Corporation
+0.43%
+$767.14 
GNRC Generac Holdings Inc.
+0.31%
+$7,532.46 
VTV Vanguard Value ETF
+0.01%
+$1,019.59 
TSLA Tesla, Inc.
0%
+$235.58 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MFSV
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
PLTR Palantir Technologies Inc.
-6.53%
-$22,799.28 
PANW Palo Alto Networks, Inc.
-5.64%
-$324,799.25 
NLR VanEck Uranium and Nuclear ETF
-4.55%
-$20,021.07 
NVDA NVIDIA Corporation
-3.55%
-$209,111.76 
MSFT Microsoft Corp.
-3.11%
-$101,226.16 
AMZN Amazon.com Inc
-2.53%
-$99,905 
AAPL Apple Inc.
-1.57%
-$89,132.42 
MCD McDonald's Corporation
-1.07%
-$2,507.13 
GEV GE Vernova Inc.
-1.04%
-$4,683.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$189,556.47 
GLD SPDR Gold Shares
-0.99%
-$155,195.05 
JGRO JPMorgan Active Growth ETF
-0.86%
-$90,898.56 
CGGR Capital Group Growth ETF
-0.77%
-$181,190.74 
GOOG Alphabet Inc
-0.76%
-$44,826.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$88,378.29 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$7,452.8 
VOO Vanguard S&P 500 ETF
-0.71%
-$341,743.05 
CGBL Capital Group Core Balanced ETF
-0.63%
-$132,297.84 
CGDV Capital Group Dividend Value ETF
-0.55%
-$86,528.52 
VO Vanguard Mid-Cap ETF
-0.46%
-$54,435.88 
CGCP Capital Group Core Plus Income ETF
-0.27%
-$33,949.92 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$44,746.1 
CGCB Capital Group Core Bond ETF
-0.19%
-$26,537.1 
JCPB JPMorgan Core Plus Bond ETF
-0.18%
-$20,041.9 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,530.62 Events
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Dividends
Dividend Analysis
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| Trades 194 | Longs Won 134/194 69% | Profit Factor 28.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $874,044.13 |
| Average Win $433,287.76 | Best Trade (Apr 21) $26.17M | Sharpe Ratio -10.63 |
| Average Loss -$33,685.07 | Worst Trade (Jun 29) -$569,599.1 | Z-Score 7.02 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $288,863.17 |
| 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 | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
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Returns
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