Justin Morgan Portfolio
Invests via Visualize Group LP | Managed by C. C. Melvin Ike
Invests via Visualize Group LP
Managed by C. C. Melvin Ike
Automatically Tracked
Justin Morgan Profile
Seasoned investor and operator focused on growth-stage technology and financial services, with experience across venture capital, private equity and startup leadership. Justin Morgan blends deal sourcing, due diligence and portfolio operations to support scaling businesses, often taking board or advisor roles and leading follow-on financings. Known for sector-driven thematic investing, LP relations and hands-on operational value creation, contributes to exit planning and capital strategy for competitive growth companies.
Seasoned investor and operator focused on growth-stage technology and financial services, with experience across venture capital, private equity and startup leadership. Justin Morgan blends deal sourcing, due diligence and portfolio operations to support scaling businesses, often taking board or advisor roles and leading follow-on financings. Known for sector-driven thematic investing, LP relations and hands-on operational value creation, contributes to exit planning and capital strategy for competitive growth companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and financial services, combining thematic sourcing with hands-on operational support to accelerate scale and exits. Prefers control through board/advisor seats and leads follow-on financings, deploying capital with growth-biased, value-creation orientation and multi-stage allocation across venture and PE. Underwrites opportunities with product-market fit, strong unit economics and demonstrable go-to-market velocity, emphasizes active governance, cadence-driven KPIs, and disciplined downside protection via staged funding and covenants.
Focuses on growth-stage technology and financial services, combining thematic sourcing with hands-on operational support to accelerate scale and exits. Prefers control through board/advisor seats and leads follow-on financings, deploying capital with growth-biased, value-creation orientation and multi-stage allocation across venture and PE. Underwrites opportunities with product-market fit, strong unit economics and demonstrable go-to-market velocity, emphasizes active governance, cadence-driven KPIs, and disciplined downside protection via staged funding and covenants.
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:
-5.11%
Gain
Monthly
-0.28%
Yearly
-3.35%
Drawdown
22.39%
$267.65M
Equity
Holdings
$267.65M
Investment
$239.01M
$9.29M
Profit -$1.88M
Realized
-$19.35M
Unrealized
$28.64M
Dividends
$2.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.88M
Win %
83%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$3.76M
Win %
83%
This Month
Compared to last month
Gain
-2.62%
Profit
-$7.19M
Win %
83%
This Year
Compared to last year
Gain
10.19%
Profit
$24.75M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 63 | Longs Won 28/63 44% | Profit Factor 1.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.91M |
| Average Win $1.42M | Best Trade (Jul 10) $10.14M | Sharpe Ratio -38.84 |
| Average Loss -$866,999.4 | Worst Trade (Mar 30) -$3.95M | Z-Score 1.13 (74.11%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy $147,405.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 309 | 278 | 247 | 216 | 185 | 154 | 123 | 93 | 62 | 31 |
Hover over the desired column for a detailed explanation.
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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