Eduardo Castaneda Portfolio
Invests via Vision One Management Partners, LP | Managed by Courtney R. Mather
Invests via Vision One Management Partners, LP
Managed by Courtney R. Mather
Automatically Tracked
Eduardo Castaneda Profile
Mexico-based private markets investor and operator focused on growth-stage technology, fintech and real assets. Eduardo Castaneda is known for combining operating experience with capital allocation, serving on corporate boards and leading strategic M&A and fundraising initiatives. Background spans founding and scaling SMEs, advising venture and PE firms, and deploying direct growth and buyout capital across Latin America. Investment style emphasizes unit economics, founder alignment and disciplined exit planning.
Mexico-based private markets investor and operator focused on growth-stage technology, fintech and real assets. Eduardo Castaneda is known for combining operating experience with capital allocation, serving on corporate boards and leading strategic M&A and fundraising initiatives. Background spans founding and scaling SMEs, advising venture and PE firms, and deploying direct growth and buyout capital across Latin America. Investment style emphasizes unit economics, founder alignment and disciplined exit planning.
Investment Philosophy & Strategy
Operates as an operator-investor targeting growth-stage technology, fintech and real assets in Latin America, blending active board-level involvement with disciplined capital deployment. Prioritizes scalable unit economics, founder alignment and clear exit pathways, using staged financing, follow-on reserves and operational value‑creation to de-risk investments. Horizon is medium-to-long term with a bias toward revenue traction, margin improvement and strategic M&A to realize liquidity.
Operates as an operator-investor targeting growth-stage technology, fintech and real assets in Latin America, blending active board-level involvement with disciplined capital deployment. Prioritizes scalable unit economics, founder alignment and clear exit pathways, using staged financing, follow-on reserves and operational value‑creation to de-risk investments. Horizon is medium-to-long term with a bias toward revenue traction, margin improvement and strategic M&A to realize liquidity.
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:
9.72%
Gain -0.02%
Monthly
0.28%
Yearly
3.38%
Drawdown
31.99%
$217.86M
Equity
Holdings
$217.86M
Investment
$205.95M
$15.46M
Profit +$198,280.08
Realized
$3.55M
Unrealized
$11.91M
Dividends
$5.58M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
$198,280.08
Win %
48%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.06M
Win %
48%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.26M
Win %
48%
This Year
Compared to last year
Gain
-24.48%
Profit
-$66.79M
Win %
47%
Events
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Dividends
Dividend Analysis
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| Trades 70 | Longs Won 34/70 48% | Profit Factor 1.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.47M |
| Average Win $2.72M | Best Trade (Sep 29) $19.13M | Sharpe Ratio -61.32 |
| Average Loss -$2.14M | Worst Trade (Sep 30) -$13.45M | Z-Score -2.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $220,901.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.05% | 0.32% | 1.27% | 3.68% | 8.77% | 18.28% | 34.53% | 60.53% |
| Consecutive Losing Trades | 102 | 92 | 82 | 71 | 61 | 51 | 41 | 31 | 20 | 10 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 CC Chemours Co. | 1.72M | $32.94M | $21.77M | - | -$11.18M | -33.92% | -1.518% |
 HXL Hexcel Corporation | 653,309 | $44.11M | $57.35M | - | $13.24M | 30.01% | +0.046% |
 LNN Lindsay Corporation | 78,150 | $9.67M | $8.77M | - | -$902,241.75 | -9.33% | +0.156% |
 MGRC McGrath RentCorp | 63,359 | $7.07M | $7.21M | - | $141,109.76 | 2% | +1.608% |
 NGVT Ingevity Corporation | 535,082 | $24.16M | $38.03M | - | $13.87M | 57.43% | +1.326% |
 POWL Powell Industries Inc. | 130,054 | $14.58M | $20.68M | - | $6.1M | 41.87% | -6.194% |
 TNC Tennant Company | 391,593 | $30.38M | $26.11M | - | -$4.27M | -14.06% | +1.461% |
 VVV Valvoline Inc. | 1.22M | $43.04M | $37.95M | - | -$5.09M | -11.83% | +2.287% |
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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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FAQ
Which stocks have generated the highest profits for Eduardo Castaneda?
The largest contributions to the portfolio's profits come from the following stocks: Triumph Group Inc - $23.27M, Powell Industries Inc - $12.04M, Acuity Brands Inc - $7.89M, Allison Transmission Holdings Inc - $7.14M, and Tegna Inc - $5.18M. 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: Vestis Corporation - $30.07M, Caesars Entertainment, Inc - $14.12M, Kohl's Corporation - $5.89M, Capri Holdings Ltd - $1.09M, and Foot Locker, Inc - $424,226. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eduardo Castaneda's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.58M earned over time. The largest contributors to dividend income include Chemours Co - $1.63M, Kohl's Corporation - $1.51M, Tegna Inc - $699,710.64, Tennant Company - $569,086.52, and Hexcel Corporation - $408,194.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eduardo Castaneda's monthly returns?
Eduardo Castaneda's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Eduardo Castaneda's strategy be considered aggressive or moderate?
Eduardo Castaneda's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Eduardo Castaneda's strategy?
Eduardo Castaneda'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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