Mathieu Boisvert Portfolio
Invests via Bastion Asset Management Inc. | Managed by Mathieu Boisvert, Charles Haggar, Michael Gentile
Invests via Bastion Asset Management Inc.
Managed by Mathieu Boisvert, Charles Haggar, Michael Gentile
Automatically Tracked
Mathieu Boisvert Profile
Experienced growth investor and operator focused on technology and healthcare companies across venture and growth-equity stages. Mathieu Boisvert brings a blend of operating experience and investment leadership, sourcing cross-border SaaS and life-science opportunities, leading due diligence, and serving on boards to drive commercial scaling and exit preparation. Capital focus spans Series B to growth transactions with emphasis on revenue traction, unit economics and operational playbooks.
Experienced growth investor and operator focused on technology and healthcare companies across venture and growth-equity stages. Mathieu Boisvert brings a blend of operating experience and investment leadership, sourcing cross-border SaaS and life-science opportunities, leading due diligence, and serving on boards to drive commercial scaling and exit preparation. Capital focus spans Series B to growth transactions with emphasis on revenue traction, unit economics and operational playbooks.
Investment Philosophy & Strategy
Blends growth-equity discipline with operator-led value creation, backing later-stage SaaS and life‑science companies showing clear revenue traction and repeatable unit economics. Emphasizes cross-border opportunities, rigorous commercial due diligence, and hands-on board engagement to refine GTM, metrics-driven scaling and exit readiness. Capital allocation favors Series B–growth rounds with staged support tied to operational milestones, conservative downside protections, and multi-year, growth-to-exit time horizons.
Blends growth-equity discipline with operator-led value creation, backing later-stage SaaS and life‑science companies showing clear revenue traction and repeatable unit economics. Emphasizes cross-border opportunities, rigorous commercial due diligence, and hands-on board engagement to refine GTM, metrics-driven scaling and exit readiness. Capital allocation favors Series B–growth rounds with staged support tied to operational milestones, conservative downside protections, and multi-year, growth-to-exit time horizons.
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:
41.12%
Gain +1.01%
Monthly
1.61%
Yearly
21.23%
Drawdown
22.83%
$322.29M
Equity
Holdings
$322.29M
Investment
$292.95M
$97.49M
Profit +$2.57M
Realized
$68.14M
Unrealized
$29.34M
Dividends
$4.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$2.57M
Win %
54%
This Week
Compared To Last Week
Gain
-2.62%
Profit
-$8.66M
Win %
54%
This Month
Compared to last month
Gain
-0.24%
Profit
-$770,483.37
Win %
54%
This Year
Compared to last year
Gain
6.39%
Profit
$19.71M
Win %
57%
CSGP CoStar Group, Inc.
+6.58%
+$134,077.68 
PLTK Playtika Holding Corp
+6.1%
+$102,156.12 
RYAN Ryan Specialty Holdings Inc.
+5.32%
+$224,878.52 
NOW ServiceNow, Inc.
+4.76%
+$231,222.18 
TRIP Tripadvisor Inc.
+4.37%
+$61,587.63 
FIVN Five9 Inc.
+4.17%
+$286,326.54 
VTRS Viatris Inc.
+3.9%
+$715,799.96 
COO The Cooper Companies, Inc.
+3.6%
+$187,630.92 
IAG Iamgold Corporation
+3.43%
+$503,720.96 
ASO Academy Sports and Outdoors, Inc.
+3.33%
+$356,513.64 
LOVE Lovesac Company
+3.12%
+$151,572.96 
CGNT Cognyte Software Ltd.
+3.04%
+$49,875.96 
CERT Certara, Inc.
+2.93%
+$43,981.86 
ANGO Angiodynamics Inc.
+2.9%
+$295,446.4 
EEFT Euronet Worldwide, Inc.
+2.71%
+$236,728.01 
FLO Flowers Foods, Inc.
+2.68%
+$72,303.2 
RNG RingCentral Inc.
+2.67%
+$714,446.46 
AHCO AdaptHealth Corp.
+2.4%
+$172,214.1 
OPRA Opera Limited ADR
+2.34%
+$57,934.64 
LEGH Legacy Housing Corporation
+2.21%
+$68,585.14 
STRA Strategic Education Inc.
+2.04%
+$235,402.23 
UBER Uber Technologies, Inc.
+1.95%
+$43,227 
DLO DLocal Limited
+1.87%
+$79,792.9 
GSM Ferroglobe PLC
+1.8%
+$42,324.73 
HNI HNI Corporation
+1.64%
+$78,821.88 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.45%
+$123,416.2 
CAE CAE Inc.
+1.33%
+$88,288.31 
OMCL Omnicell Inc.
+1.31%
+$88,978.68 
ZETA Zeta Global Holdings Corp.
+1.3%
+$175,278.18 
GXO GXO Logistics Inc.
+0.99%
+$36,245.75 
VNT Vontier Corporation
+0.94%
+$20,232.48 
VVX V2X Inc.
+0.85%
+$15,015.62 
JBTM JBT Marel Corporation
+0.84%
+$84,601.44 
CHYM Chime Financial, Inc. – Class A Common Stock
+0.81%
+$25,856.35 
GRO Brazil Potash Corp.
+0.72%
+$23,759.49 
KLAR Klarna Group Plc
+0.72%
+$31,758.03 
WOR Worthington Enterprises Inc.
+0.7%
+$37,899.84 CVEO
CVEO
0%
$0 
MAN ManpowerGroup Inc.
-15.57%
-$592,163.73 
HPE Hewlett Packard Enterprise Company
-6.6%
-$1.53M 
NOA North American Construction Group Ltd.
-4.62%
-$115,190.64 
TDW Tidewater Inc.
-4.55%
-$76,116.3 
HOS Hornbeck Offshore Services Inc
-4.23%
-$137,789.09 
MIR Mirion Technologies, Inc.
-4.15%
-$179,879.7 
METC Ramaco Resources, Inc.
-3.65%
-$107,255.99 
FLR Fluor Corporation
-2.69%
-$62,010.88 
AVGO Broadcom Inc.
-2.43%
-$214,600.54 
THRM Gentherm Inc.
-2.32%
-$205,141.01 
WNC Wabash National Corporation
-1.93%
-$13,916 
OXY Occidental Petroleum Corporation
-1.17%
-$26,113.68 
KWR Quaker Chemical Corporation
-0.69%
-$31,781.93 
RRX Regal Rexnord Corporation
-0.55%
-$4,543.37 
TMDX TransMedics Group Inc.
-0.34%
-$20,657.52 
AIOT PowerFleet Inc.
-0.2%
-$5,683.05 Events
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Dividends
Dividend Analysis
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No Data
| Trades 355 | Longs Won 171/355 48% | Profit Factor 2.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.46M |
| Average Win $960,571.96 | Best Trade (Jun 29) $13.77M | Sharpe Ratio -9.83 |
| Average Loss -$362,880.22 | Worst Trade (Mar 31) -$2.66M | Z-Score 0.56 (42.28%) |
| Commissions $0 | Avg. Trade Length 5m 2d | Expectancy $274,613.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 888 | 799 | 710 | 622 | 533 | 444 | 355 | 266 | 178 | 89 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AHCO AdaptHealth Corp. | 1.15M | $11.33M | $7.35M | - | -$3.98M | -35.15% | +2.4% |
| AIOT PowerFleet Inc. | 1.14M | $5.4M | $2.86M | - | -$2.55M | -47.1% | -0.198% |
| ANGO Angiodynamics Inc. | 923,270 | $9.69M | $10.5M | - | $807,494.72 | 8.33% | +2.896% |
| ASO Academy Sports and Outdoors, Inc. | 191,674 | $9.44M | $11.05M | - | $1.61M | 17.02% | +3.335% |
| AVGO Broadcom Inc. | 25,487 | $9.3M | $8.61M | - | -$685,011.79 | -7.37% | -2.432% |
| CAE CAE Inc. | 284,801 | $7.24M | $6.71M | - | -$531,960.92 | -7.35% | +1.334% |
| CERT Certara, Inc. | 160,167 | $1.02M | $1.54M | - | $520,597.14 | 50.91% | +2.934% |
| CGNT Cognyte Software Ltd. | 195,592 | $1.6M | $1.69M | - | $87,579.11 | 5.47% | +3.043% |
| CHYM Chime Financial, Inc. – Class A Common Stock | 110,027 | $1.88M | $3.22M | - | $1.34M | 71.47% | +0.81% |
| COO The Cooper Companies, Inc. | 95,003 | $6.7M | $5.4M | - | -$1.3M | -19.43% | +3.599% |
| CSGP CoStar Group, Inc. | 67,716 | $1.87M | $2.17M | - | $307,645.44 | 16.49% | +6.576% |
| CVEO CVEO | 216,898 | $7.21M | $7.21M | - | - | - | 0.0 |
| DLO DLocal Limited | 290,156 | $3.56M | $4.34M | - | $781,602.53 | 21.95% | +1.872% |
| EEFT Euronet Worldwide, Inc. | 136,837 | $9.51M | $8.96M | - | -$549,952.73 | -5.78% | +2.712% |
| FIVN Five9 Inc. | 207,483 | $4.42M | $7.15M | - | $2.73M | 61.63% | +4.172% |
| FLO Flowers Foods, Inc. | 451,895 | $3.4M | $2.77M | - | -$629,110.64 | -18.51% | +2.68% |
| FLR Fluor Corporation | 48,446 | $2.6M | $2.25M | - | -$357,531.48 | -13.74% | -2.687% |
| GRO Brazil Potash Corp. | 1.58M | $3.22M | $3.3M | - | $86,568.05 | 2.69% | +0.725% |
| GSM Ferroglobe PLC | 604,639 | $2.49M | $2.39M | - | -$102,788.63 | -4.13% | +1.804% |
| GXO GXO Logistics Inc. | 79,661 | $3.85M | $3.69M | - | -$163,414.18 | -4.24% | +0.992% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mathieu Boisvert?
The largest contributions to the portfolio's profits come from the following stocks: Bandwidth Inc - $13.77M, Ouster, Inc - $11.57M, Iamgold Corporation - $8.59M, American Public Education, Inc - $6.69M, and Cardinal Infrastructure Group Inc. Class A Common Stock - $5.95M. 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: PayPal Holdings Inc - $3.24M, The Goodyear Tire & Rubber Company - $2.56M, ICF International Inc - $1.94M, PowerFleet Inc - $1.72M, and Kyndryl Holdings Inc - $1.55M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mathieu Boisvert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.82M earned over time. The largest contributors to dividend income include Viatris Inc - $803,776.92, Gentherm Inc - $548,968.9, Franklin Resources Inc - $308,340.51, Genuine Parts Company - $220,564.94, and Monro, Inc - $220,439.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mathieu Boisvert's monthly returns?
Mathieu Boisvert'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 Mathieu Boisvert's strategy be considered aggressive or moderate?
Mathieu Boisvert'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 Mathieu Boisvert's strategy?
Mathieu Boisvert'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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