Peter Chan Portfolio
Invests via AYAL Capital Advisors Ltd | Managed by Adir Koschitzky, Sanjay Kamra
Invests via AYAL Capital Advisors Ltd
Managed by Adir Koschitzky, Sanjay Kamra
Automatically Tracked
Peter Chan Profile
Veteran investment professional with experience across Asian equities, corporate finance and portfolio management, focused on growth and event-driven strategies. Peter Chan has held senior roles at regional asset managers and hedge funds, leading research and trade execution teams and managing long-short portfolios. Known for fundamental analysis, market-structure expertise and multi-asset risk controls.
Veteran investment professional with experience across Asian equities, corporate finance and portfolio management, focused on growth and event-driven strategies. Peter Chan has held senior roles at regional asset managers and hedge funds, leading research and trade execution teams and managing long-short portfolios. Known for fundamental analysis, market-structure expertise and multi-asset risk controls.
Investment Philosophy & Strategy
Combines fundamental, catalyst-driven stock selection with market-structure aware trade execution to run concentrated, risk-managed long/short portfolios across Asian equities. Prioritizes growth and event-driven opportunities where asymmetric outcomes and corporate-finance catalysts can unlock value. Capital allocation is conviction-weighted with explicit hedges, multi-asset risk overlays and liquidity discipline. Time horizon is medium-term to multi-quarter, blending active trade sequencing with systematic position sizing and drawdown controls to protect capital and capture idiosyncratic alpha.
Combines fundamental, catalyst-driven stock selection with market-structure aware trade execution to run concentrated, risk-managed long/short portfolios across Asian equities. Prioritizes growth and event-driven opportunities where asymmetric outcomes and corporate-finance catalysts can unlock value. Capital allocation is conviction-weighted with explicit hedges, multi-asset risk overlays and liquidity discipline. Time horizon is medium-term to multi-quarter, blending active trade sequencing with systematic position sizing and drawdown controls to protect capital and capture idiosyncratic alpha.
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:
19.65%
Gain -0.54%
Monthly
0.56%
Yearly
6.95%
Drawdown
24.49%
$176.39M
Equity
Holdings
$176.39M
Investment
$186.73M
$28.94M
Profit -$1.05M
Realized
$39.28M
Unrealized
-$10.34M
Dividends
$3.97M
Goals
Avg. 21% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.05M
Win %
49%
This Week
Compared To Last Week
Gain
-4.2%
Profit
-$7.73M
Win %
49%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.05M
Win %
49%
This Year
Compared to last year
Gain
-11.54%
Profit
-$23.02M
Win %
57%
CCOI Cogent Communications Holdings, Inc.
+9.28%
+$384,000 
SEI Solaris Energy Infrastructure Inc.
+5.68%
+$370,940 
PUMP ProPetro Holding Corp.
+4.85%
+$548,296 
OSG Octave Specialty Group, Inc.
+4.03%
+$53,200 
RRX Regal Rexnord Corporation
+2.88%
+$137,480.28 
PRCH Porch Group Inc.
+2.6%
+$285,484.76 
NVRI Enviri Corp.
+2.59%
+$24,014.12 
GLNG Golar LNG Ltd.
+2.5%
+$160,280.32 
RRGB Red Robin Gourmet Burgers, Inc.
+2.42%
+$43,186.56 
PAR Par Technology Corporation
+2.36%
+$197,999.55 
CTRI Centuri Holdings Inc.
+2.29%
+$92,750 
NN NextNav Inc.
+1.97%
+$108,416 
SRI Stoneridge Inc.
+1.84%
+$130,631.8 
SGHC Super Group (SGHC) Limited
+1.6%
+$71,400 
OFIX Orthofix Medical Inc.
+1.57%
+$124,067.36 
FLEX Flex Ltd.
+1.5%
+$66,960 
TAC TransAlta Corporation
+1.43%
+$11,700 
SLM SLM Corporation
+1.04%
+$58,000.2 
APTV Aptiv PLC
+0.79%
+$35,100 
GFL GFL Environmental Inc.
+0.6%
+$8,750 
KBR KBR Inc.
+0.55%
+$35,700 
REZI Resideo Technologies Inc.
+0.2%
+$10,000 
BYDGF Boyd Group Services Inc.
0%
$0 
SKYH Sky Harbour Group Corp.
-6.73%
-$314,198.08 
QDEL QuidelOrtho Corporation
-5.24%
-$142,200 
TSAT Telesat Corporation
-3.76%
-$299,970 
CLS Celestica Inc.
-3.62%
-$384,948.37 
HUBG Hub Group Inc.
-3.24%
-$70,875 
SWIM Latham Group, Inc.
-3.17%
-$26,925.12 
COMP Compass Inc.
-2.47%
-$33,000 
GFF Griffon Corporation
-1.71%
-$99,550 
BIO Bio-Rad Laboratories Inc.
-1.36%
-$80,521.53 
FBIN Fortune Brands Innovations Inc.
-1.22%
-$53,261.66 
SII Sprott Inc.
-0.71%
-$7,885 
SHC Sotera Health Company
-0.68%
-$47,060 
GIL Gildan Activewear Inc.
-0.54%
-$45,507.85 
CIGI Colliers International Group Inc.
-0.36%
-$4,180 
DCH Dauch Corporation
-0.3%
-$20,042 
BALL Ball Corp.
-0.18%
-$4,675 Events
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Dividends
Dividend Analysis
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| Trades 320 | Longs Won 161/320 50% | Profit Factor 1.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $729,157.87 | Best Trade (Jun 30) $8.25M | Sharpe Ratio -26.29 |
| Average Loss -$556,309.51 | Worst Trade (Jun 30) -$3.76M | Z-Score -0.73 (53.29%) |
| Commissions $0 | Avg. Trade Length 7m 6d | Expectancy $90,441.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.38% | 7.19% |
| Consecutive Losing Trades | 317 | 285 | 254 | 222 | 190 | 159 | 127 | 95 | 63 | 32 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| APTV Aptiv PLC | 90,000 | $5.29M | $4.46M | - | -$833,400 | -15.74% | +0.793% |
| BALL Ball Corp. | 42,500 | $2.65M | $2.63M | - | -$24,650 | -0.93% | -0.178% |
| BIO Bio-Rad Laboratories Inc. | 16,333 | $4.8M | $5.82M | - | $1.02M | 21.34% | -1.365% |
| BYDGF Boyd Group Services Inc. | 7,566 | $967,388.76 | $967,388.76 | - | - | - | 0.0 |
| CCOI Cogent Communications Holdings, Inc. | 400,000 | $6.42M | $4.52M | - | -$1.9M | -29.53% | +9.275% |
| CIGI Colliers International Group Inc. | 11,000 | $1.1M | $1.16M | - | $62,320 | 5.68% | -0.359% |
| CLS Celestica Inc. | 30,600 | $7.09M | $10.25M | - | $3.17M | 44.66% | -3.619% |
| COMP Compass Inc. | 100,000 | $1.23M | $1.3M | - | $69,000 | 5.6% | -2.472% |
| CTRI Centuri Holdings Inc. | 175,000 | $4.42M | $4.13M | - | -$285,250 | -6.46% | +2.295% |
| DCH Dauch Corporation | 1M | $6.2M | $6.74M | - | $543,664 | 8.77% | -0.296% |
| FBIN Fortune Brands Innovations Inc. | 90,274 | $4.96M | $4.32M | - | -$637,334.84 | -12.86% | -1.218% |
| FLEX Flex Ltd. | 36,000 | $5.83M | $4.54M | - | -$1.29M | -22.16% | +1.496% |
| GFF Griffon Corporation | 55,000 | $4M | $5.73M | - | $1.73M | 43.31% | -1.708% |
| GFL GFL Environmental Inc. | 35,000 | $1.29M | $1.47M | - | $178,850 | 13.89% | +0.6% |
| GIL Gildan Activewear Inc. | 146,800 | $8.98M | $8.33M | - | -$648,856 | -7.23% | -0.544% |
| GLNG Golar LNG Ltd. | 125,219 | $4.82M | $6.57M | - | $1.75M | 36.39% | +2.5% |
| HUBG Hub Group Inc. | 52,500 | $2.3M | $2.12M | - | -$183,225 | -7.97% | -3.241% |
| KBR KBR Inc. | 170,000 | $5.87M | $6.52M | - | $652,800 | 11.12% | +0.55% |
| NN NextNav Inc. | 281,600 | $5.02M | $5.6M | - | $581,504 | 11.58% | +1.973% |
| NVRI Enviri Corp. | 46,181 | $1.01M | $950,866.79 | - | -$62,806.21 | -6.2% | +2.591% |
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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 Peter Chan?
The largest contributions to the portfolio's profits come from the following stocks: Harsco Corporation - $10.38M, Celestica Inc - $10.22M, Solaris Energy Infrastructure Inc - $9.99M, Semtech Corporation - $5.74M, and Calumet, Inc - $4.64M. 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: Algoma Steel Group Inc - $6.12M, Boyd Group Services Inc - $3.94M, Everus Construction Group, Inc - $3.12M, Kyndryl Holdings Inc - $2.55M, and Proficient Auto Logistics, Inc - $2.38M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter Chan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.97M earned over time. The largest contributors to dividend income include Flex Ltd - $1.44M, Golar LNG Ltd - $325,872.25, International Paper Company - $302,451.5, Cogent Communications Holdings, Inc - $214,498.54, and Solaris Energy Infrastructure Inc - $171,811.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter Chan's monthly returns?
Peter Chan'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 Peter Chan's strategy be considered aggressive or moderate?
Peter Chan'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 Peter Chan's strategy?
Peter Chan'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.
