Heath Watkin Portfolio
Invests via Charter Oak Advisors LP | Managed by Heath Watkin
Invests via Charter Oak Advisors LP
Managed by Heath Watkin
Automatically Tracked
Heath Watkin Profile
Seasoned growth-stage investor and operator focused on scaling SaaS and fintech businesses, with experience advising boards and leading commercial teams. Heath Watkin brings experience in go-to-market strategy, capital raising, and portfolio company governance, often leading Series A–C investments and active board engagement. Known for sourcing founder-led opportunities, structuring growth equity and follow-on rounds, and working closely with management on KPI-driven expansion and unit-economics improvement.
Seasoned growth-stage investor and operator focused on scaling SaaS and fintech businesses, with experience advising boards and leading commercial teams. Heath Watkin brings experience in go-to-market strategy, capital raising, and portfolio company governance, often leading Series A–C investments and active board engagement. Known for sourcing founder-led opportunities, structuring growth equity and follow-on rounds, and working closely with management on KPI-driven expansion and unit-economics improvement.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech companies, deploying growth equity into founder-led Series A–C rounds while retaining capital for follow-ons. Investment decisions emphasize repeatable go-to-market motion, unit-economics improvement, and KPI-driven commercial scaling with a 3–7 year value-creation horizon. Prefers active board engagement and hands-on governance, leveraging operator experience to drive customer acquisition efficiency, pricing optimization, and disciplined capital allocation to balance accelerated growth with margin durability.
Focuses on growth-stage SaaS and fintech companies, deploying growth equity into founder-led Series A–C rounds while retaining capital for follow-ons. Investment decisions emphasize repeatable go-to-market motion, unit-economics improvement, and KPI-driven commercial scaling with a 3–7 year value-creation horizon. Prefers active board engagement and hands-on governance, leveraging operator experience to drive customer acquisition efficiency, pricing optimization, and disciplined capital allocation to balance accelerated growth with margin durability.
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:
25.84%
Gain
Monthly
1.25%
Yearly
16.1%
Drawdown
19.37%
$146.49M
Equity
Holdings
$146.49M
Investment
$156.19M
$25.91M
Profit -$25.77M
Realized
$35.61M
Unrealized
-$9.7M
Dividends
$1.86M
Goals
Avg. 22% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$25.77M
Win %
59%
This Week
Compared To Last Week
Gain
-15.77%
Profit
-$27.42M
Win %
59%
This Month
Compared to last month
Gain
-18.36%
Profit
-$32.94M
Win %
59%
This Year
Compared to last year
Gain
-11.22%
Profit
-$18.51M
Win %
58%
SON Sonoco Products Co.
+3.77%
+$885,506.18 
COO The Cooper Companies, Inc.
+3.37%
+$452,273.78 
VVV Valvoline Inc.
+2.11%
+$38,321.93 
PNR Pentair plc
+2%
+$36,089.04 
CLH Clean Harbors Inc.
+1.95%
+$372,961.97 
ICE Intercontinental Exchange, Inc.
+1.69%
+$36,738.12 
KBR KBR Inc.
+1.22%
+$33,933.24 
ATMU Atmus Filtration Technologies Inc.
+0.89%
+$12,173.44 
Events
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Dividends
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| Trades 50 | Longs Won 25/50 50% | Profit Factor 1.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.96M |
| Average Win $2.38M | Best Trade (Dec 31) $18.72M | Sharpe Ratio -11.01 |
| Average Loss -$1.35M | Worst Trade (Jul 14) -$14.79M | Z-Score -0.43 (33.18%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $518,275.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.13% | 0.76% | 3.3% | 11.83% | 36.51% |
| Consecutive Losing Trades | 109 | 98 | 87 | 76 | 65 | 54 | 43 | 33 | 22 | 11 |
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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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