VC
Vernon Cushenbery Portfolio
Invests via Two West Capital Advisors LLC | Managed by Vernon Cushenbery, Marko Ungashick, Ryan Rink, Bradley Bergman, Stacey Perry, Stuart Berkley
Invests via Two West Capital Advisors LLC
Managed by Vernon Cushenbery, Marko Ungashick, Ryan Rink, Bradley Bergman, Stacey Perry, Stuart Berkley
Automatically Tracked
Vernon Cushenbery Profile
Seasoned investor with multi-decade experience in middle-market private equity and corporate finance, focusing on industrials, business services and healthcare. Vernon Cushenbery brings expertise in deal sourcing, due diligence, value creation and board-level portfolio oversight. Known for structuring growth-oriented buyouts and operational turnarounds, the profile suits LPs seeking disciplined capital allocation and operational governance in lower-middle-market transactions.
Seasoned investor with multi-decade experience in middle-market private equity and corporate finance, focusing on industrials, business services and healthcare. Vernon Cushenbery brings expertise in deal sourcing, due diligence, value creation and board-level portfolio oversight. Known for structuring growth-oriented buyouts and operational turnarounds, the profile suits LPs seeking disciplined capital allocation and operational governance in lower-middle-market transactions.
Investment Philosophy & Strategy
Targets lower‑middle-market buyouts and growth investments in industrials, business services and healthcare, emphasizing operationally driven value creation and disciplined capital allocation. Prefers control or structured minority positions that allow board-level governance, active operational turnaround plans and margin expansion initiatives. Investment style blends rigorous due diligence and conservative underwriting with hands-on portfolio management: KPI-driven transformation, selective add-on M&A and aligned management incentives. Time horizon is medium-term with focus on exit readiness through EBITDA growth and process improvements, prioritizing downside protection and clear paths to cash-on-cash returns.
Targets lower‑middle-market buyouts and growth investments in industrials, business services and healthcare, emphasizing operationally driven value creation and disciplined capital allocation. Prefers control or structured minority positions that allow board-level governance, active operational turnaround plans and margin expansion initiatives. Investment style blends rigorous due diligence and conservative underwriting with hands-on portfolio management: KPI-driven transformation, selective add-on M&A and aligned management incentives. Time horizon is medium-term with focus on exit readiness through EBITDA growth and process improvements, prioritizing downside protection and clear paths to cash-on-cash returns.
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:
2.05%
Gain
Monthly
0.08%
Yearly
1%
Drawdown
24.62%
$194.71M
Equity
Holdings
$194.71M
Investment
$161.84M
$35.09M
Profit -$958,035.07
Realized
$2.23M
Unrealized
$32.86M
Dividends
$6.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$958,035.07
Win %
71%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.18M
Win %
71%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.26M
Win %
71%
This Year
Compared to last year
Gain
8.17%
Profit
$14.7M
Win %
72%
WMT Walmart Inc.
+2.42%
+$13,148.12 
AAPL Apple Inc.
+2.05%
+$20,059.8 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$7,329.54 
MSFT Microsoft Corp.
+1.73%
+$7,333.35 
DFGR Dimensional Global Real Estate ETF
+1.48%
+$5,823.35 
DFSV Dimensional US Small Cap Value ETF
+1.43%
+$51,861.6 
DFAT Dimensional US Targeted Value ETF
+1.41%
+$3,704.58 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$25,102.98 
DGRO iShares Core Dividend Growth ETF
+1%
+$3,105.41 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$20,795.4 
MMM 3M Company
+0.78%
+$2,421.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$2,027.24 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$1,184.64 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$692.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$3,120.5 
DUHP Dimensional US High Profitability ETF
+0.18%
+$6,734.77 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.04%
+$103.52 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$103.92 
GLW Corning Incorporated
-10.07%
-$34,435.16 
MVST Microvast Holdings Inc.
-5.9%
-$2,100.39 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$66,960.95 
GOOGL Alphabet Inc
-4.51%
-$19,942.16 
SMH VanEck Semiconductor ETF
-4.04%
-$24,859.08 
MTUM iShares MSCI USA Momentum Factor ETF
-3.33%
-$36,705.66 
NVDA NVIDIA Corporation
-2.69%
-$22,681.4 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.47%
-$19,352.39 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$23,532 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$47,685.57 
DFAE Dimensional Emerging Core Equity Market ETF
-1.95%
-$115,244.71 
IAU iShares Gold Trust
-1.91%
-$6,298.44 
DFEV Dimensional Emerging Markets Value ETF
-1.87%
-$13,438.81 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.87%
-$25,675.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$48,782.11 
BLCR iShares Large Cap Core ACT ETF
-1.63%
-$12,340.35 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.55%
-$9,800 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.29%
-$7,847.48 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$18,764.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$4,331.43 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$12,295.2 
AMZN Amazon.com Inc
-1.09%
-$6,113.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.07%
-$28,526.94 
BDYN iShares Dynamic Equity Active ETF
-1.04%
-$19,151.31 
INDV Indivior Pharmaceuticals, Inc.
-0.98%
-$4,200 
VLUE iShares MSCI USA Value Factor ETF
-0.94%
-$3,938.4 
TSLA Tesla, Inc.
-0.92%
-$5,376.29 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.9%
-$14,587.33 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$9,173.32 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$6,594.14 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$26,874.18 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$81,288.43 
VOO Vanguard S&P 500 ETF
-0.68%
-$2,945.28 
IVV iShares Core S&P 500 ETF
-0.68%
-$39,866.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$4,362.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$1,789.35 
DIHP Dimensional International High Profitability Portfolio
-0.61%
-$7,572.81 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$10,070.8 
DFAU Dimensional US Core Equity Market ETF
-0.47%
-$194,016.97 
IEUR iShares Core MSCI Europe ETF
-0.46%
-$2,088.7 
XLI Industrial Select Sector SPDR Fund
-0.35%
-$1,219.2 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$3,787.87 
CMF iShares California Muni Bond ETF
-0.3%
-$2,416.04 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$37,645.63 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.24%
-$726.75 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,692.96 
DFCA Dimensional California Municipal Bond ETF
-0.15%
-$372.37 
MUB iShares National Muni Bond ETF
-0.14%
-$2,237.43 
DFGP Dimensional Global Core Fixed Income Fund
-0.12%
-$2,575.85 
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$1,689.23 
BNDW Vanguard Total World Bond ETF
-0.1%
-$16,642.95 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$8,813.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$380.29 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$650.62 
MBB iShares MBS ETF
-0.08%
-$1,109.33 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$220.25 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.07%
-$419.06 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$781.66 
DGCB Dimensional Global Credit Fund
-0.06%
-$1,074.36 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$248.7 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.06%
-$117.47 
BINC iShares Flexible Income Active ETF
-0.05%
-$680.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$104.25 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.04%
-$436.91 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$308.5 
IGEB iShares Investment Grade Corporate Bond ETF
-0.03%
-$518.29 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$1,273.82 
CLOA iShares AAA CLO ETF
-0.03%
-$219.28 
XLF Financial Select Sector SPDR Fund
-0.03%
-$154.25 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$74.63 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$101.4 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$92.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$54.29 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$119.11 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$35.2 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$227.41 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$39.05 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$26.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 641 | Longs Won 458/641 71% | Profit Factor 44.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,596.59 |
| Average Win $78,375.94 | Best Trade (Jul 14) $8.94M | Sharpe Ratio -59.8 |
| Average Loss -$4,414.9 | Worst Trade (Jul 14) -$199,510.39 | Z-Score 10.85 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $54,739.87 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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