John Bradford Surenkamp Portfolio

Invests via SAGE ADVISORS, LLC | Managed by John Bradford Surenkamp

Invests via SAGE ADVISORS, LLC

Managed by John Bradford Surenkamp

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:15 PM

John Bradford Surenkamp Profile

Experienced private equity and corporate finance professional focused on middle-market buyouts, operational improvements and portfolio company governance. John Bradford Surenkamp has held senior roles sourcing deals, leading due diligence and negotiating term sheets; background spans corporate strategy, turnaround situations and cross-border M&A. Often centers on industrials and services sectors; engages with LPs on fundraises and portfolio reporting. Known for hands-on value creation and disciplined capital allocation.

Investment Philosophy & Strategy

Pragmatic, value‑oriented private equity approach focused on middle‑market buyouts and turnaround situations. Emphasizes operational improvement, active governance and hands‑on portfolio management to drive EBITDA expansion and cash conversion. Prioritizes disciplined capital allocation, conservative leverage and clear exit pathways. Underwrites deals with sector expertise in industrials and services, favors cross‑border arbitrage opportunities and structured term sheets that align incentives between sponsors, management and LPs.

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:

1.17%

Gain

Monthly

0.04%

Yearly

0.46%

Drawdown

21.54%

$155.67M

Equity

Holdings

$155.67M

Investment

$135.76M

$20.98M

Profit +$1.27M

Realized

$1.06M

Unrealized

$19.91M

Dividends

$21.93M

Goals

Avg. 99.5% completed goals

Yearly

Gain > 5%

2026

99%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$1.27M

Win %

67%

This Week

Compared To Last Week

Gain

1.64%

Profit

$2.52M

Win %

67%

This Month

Compared to last month

Gain

2.48%

Profit

$3.77M

Win %

67%

This Year

Compared to last year

Gain

4.96%

Profit

$7.36M

Win %

67%

Gainers
Losers

MCK McKesson Corporation

+5.52%

+$11,701.34

BNL Broadstone Net Lease Inc.

+3.83%

+$720,033.86

IBM International Business Machines Corporation

+3.48%

+$39,077.11

OHI Omega Healthcare Investors Inc.

+3.35%

+$21,277.49

COST Costco Wholesale Corporation

+2.9%

+$9,789.57

MO Altria Group, Inc.

+2.69%

+$139,973

AAPL Apple Inc.

+2.05%

+$176,149.7

FSK FS KKR Capital Corp.

+1.84%

+$23,993.4

MSFT Microsoft Corp.

+1.73%

+$26,122.92

ARCC Ares Capital Corporation

+1.6%

+$290,104.37

EPD Enterprise Products Partners L.P.

+1.45%

+$9,582.74

BRK-B Berkshire Hathaway Inc.

+1.41%

+$67,071.81

HTGC Hercules Capital Inc.

+1.4%

+$26,994.15

RKT Rocket Companies, Inc. Class A

+1.35%

+$5,366.28

NLY Annaly Capital Management, Inc.

+1.17%

+$86,543.91

HPQ HP Inc.

+1.14%

+$6,871.5

LLY Eli Lilly and Company

+0.81%

+$180,780.04

OBDC Blue Owl Capital Corporation

+0.77%

+$175,265.67

ARES Ares Management Corporation

+0.22%

+$940.8

NEE NextEra Energy, Inc.

+0.22%

+$791.6

SGOV iShares 0-3 Month Treasury Bond ETF

+$9.3

BACQ Bleichroeder Acquisition Corp.

ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual

ASTS AST SpaceMobile, Inc.

-17.66%

-$112,451.13

RDW Redwire Corporation

-9.51%

-$9,222.03

GLXY Galaxy Digital Inc. Class A Common Stock

-7.67%

-$33,671.75

VELO Velo3D, Inc.

-6.02%

-$7,594.43

AVGO Broadcom Inc.

-4.7%

-$33,132.28

GOOGL Alphabet Inc

-4.51%

-$47,513.2

HPE Hewlett Packard Enterprise Company

-4.43%

-$59,545.5

CAT Caterpillar Inc.

-4.28%

-$22,851.92

PWR Quanta Services Inc.

-3.12%

-$60,193.76

NVDA NVIDIA Corporation

-2.69%

-$117,040.62

META Meta Platforms Inc Class A

-2.45%

-$50,176.72

GLD SPDR Gold Shares

-1.96%

-$4,031.37

QQQ Invesco QQQ Trust, Series 1

-1.77%

-$50,611.22

JPM JPMorgan Chase & Co.

-1.2%

-$13,102.28

BLK BlackRock, Inc.

-1.09%

-$5,334.16

AMZN Amazon.com Inc

-1.09%

-$80,606.26

TSLA Tesla, Inc.

-0.92%

-$5,000.53

OWL Blue Owl Capital Inc.

-0.72%

-$1,934.87

SPY SPDR S&P 500 ETF Trust

-0.67%

-$19,520.15

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.43%

-$10,373.9

TLT iShares 20+ Year Treasury Bond ETF

-0.15%

-$881.92

IGLB iShares 10+ Year Investment Grade Corporate Bond ETF

-0.13%

-$732.36

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

-0.09%

-$482.22

IEF iShares 7-10 Year Treasury Bond ETF

-0.08%

-$600.6

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.01%

-$48.19

Events

Dividends

Dividend Analysis

No Data

Trades 275	Longs Won 170/275 61%	Profit Factor 2.58
Profitability	Shorts Won 0/0 0%	Standard Deviation $730,001.05
Average Win $201,520.47	Best Trade (Jul 10) $9.48M	Sharpe Ratio -13.25
Average Loss -$126,501.36	Worst Trade (Jul 10) -$6.08M	Z-Score 2.52 (98.82%)
Commissions $0	Avg. Trade Length 1y 3m 2d	Expectancy $76,275.77

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%	0.92%
Consecutive Losing Trades	1,230	1,107	984	861	738	615	492	369	246	123