SVB
Strategic Value Bank Partners LLC Portfolio
Invests via Strategic Value Bank Partners LLC | Managed by Ben Mackovak, Marty Adams
Invests via Strategic Value Bank Partners LLC
Managed by Ben Mackovak, Marty Adams
Automatically Tracked
Company Profile
Strategic Value Bank Partners LLC operates as a dedicated investment firm focused on providing capital solutions to banking institutions and financial services companies. Leveraging deep expertise in the sector, the firm excels at identifying opportunities for operational improvement and strategic repositioning within its portfolio organizations. With a strong emphasis on value creation, it serves as a key player in facilitating access to funding that enhances growth potential while driving transformation initiatives across diverse market segments. The leadership team comprises seasoned professionals with extensive backgrounds in finance and advisory roles, contributing both practical insights and industry connections essential for navigating complex transactions.
Strategic Value Bank Partners LLC operates as a dedicated investment firm focused on providing capital solutions to banking institutions and financial services companies. Leveraging deep expertise in the sector, the firm excels at identifying opportunities for operational improvement and strategic repositioning within its portfolio organizations. With a strong emphasis on value creation, it serves as a key player in facilitating access to funding that enhances growth potential while driving transformation initiatives across diverse market segments. The leadership team comprises seasoned professionals with extensive backgrounds in finance and advisory roles, contributing both practical insights and industry connections essential for navigating complex transactions.
Investment Philosophy & Strategy
In a landscape marked by evolving financial dynamics, Strategic Value Bank Partners LLC adopts a targeted approach to capital deployment aimed at enhancing the operational efficiency of banking entities. This investment firm excels in assessing unique market opportunities and aligning strategic initiatives that promote substantial value enhancement within its portfolios. Drawing on significant sector expertise, the team actively engages with management to identify pathways for growth and transformation tailored specifically for each institution. By prioritizing long-term partnerships over transactional engagements, it fosters robust stakeholder relationships that pave the way for sustainable financial success.
In a landscape marked by evolving financial dynamics, Strategic Value Bank Partners LLC adopts a targeted approach to capital deployment aimed at enhancing the operational efficiency of banking entities. This investment firm excels in assessing unique market opportunities and aligning strategic initiatives that promote substantial value enhancement within its portfolios. Drawing on significant sector expertise, the team actively engages with management to identify pathways for growth and transformation tailored specifically for each institution. By prioritizing long-term partnerships over transactional engagements, it fosters robust stakeholder relationships that pave the way for sustainable financial success.
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:
83.75%
Gain -0.73%
Monthly
0.58%
Yearly
7.15%
Drawdown
35.65%
$140.51M
Equity
Holdings
$140.51M
Investment
$118.42M
$37.48M
Profit -$1.09M
Realized
$15.38M
Unrealized
$22.09M
Dividends
$16.1M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$1.09M
Win %
90%
This Week
Compared To Last Week
Gain
-2.21%
Profit
-$3.18M
Win %
90%
This Month
Compared to last month
Gain
4.18%
Profit
$5.63M
Win %
90%
This Year
Compared to last year
Gain
-5.81%
Profit
$1.35M
Win %
91%
PGC Peapack-Gladstone Financial Corporation
+1.48%
+$245,970.4 
WAL Western Alliance Bancorporation
+1.4%
+$77,662.2 
VABK Virginia National Bankshares Corporation
+1.2%
+$67,700.32 
SBFG Sb Financial Group Inc.
+1.08%
+$66,731.27 
WNEB Western New England Bancorp Inc.
+1%
+$116,851.27 
TCBX Third Coast Bancshares, Inc.
+0.91%
+$55,464.15 
CFG Citizens Financial Group, Inc.
+0.51%
+$93,670 
BCML BayCom Corp.
+0.37%
+$3,035.2 
CBSH Commerce Bancshares, Inc.
+0.06%
+$21,377.7 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
FFWM First Foundation Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 117 | Longs Won 91/117 77% | Profit Factor 41.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $859,337.03 |
| Average Win $421,957.01 | Best Trade (Jun 17) $5.72M | Sharpe Ratio -24.05 |
| Average Loss -$35,362.84 | Worst Trade (Dec 30) -$598,595.8 | Z-Score 2.71 (99.33%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 6d | Expectancy $320,330.38 |
| 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 | 3,968 | 3,571 | 3,175 | 2,778 | 2,381 | 1,984 | 1,587 | 1,190 | 794 | 397 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
