Matthew Francis Dean Portfolio
Invests via Evelyn Partners Investment Management (Europe) Ltd. | Managed by Matthew Francis Dean
Invests via Evelyn Partners Investment Management (Europe) Ltd.
Managed by Matthew Francis Dean
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and fintech companies, with experience across corporate strategy, M&A and capital markets. Matthew Francis Dean is known for leading strategic investments, taking board seats and executing operational turnarounds at portfolio companies, combining deal experience with hands-on operating responsibilities. Holds graduate and undergraduate degrees with a finance and strategy orientation and maintains an active advisory and angel investing presence.
Veteran investor and operating executive focused on growth-stage technology and fintech companies, with experience across corporate strategy, M&A and capital markets. Matthew Francis Dean is known for leading strategic investments, taking board seats and executing operational turnarounds at portfolio companies, combining deal experience with hands-on operating responsibilities. Holds graduate and undergraduate degrees with a finance and strategy orientation and maintains an active advisory and angel investing presence.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where strategic capital and operator-led guidance accelerate scale. Prioritizes investments with clear product-market fit, recurring revenue models and defensible unit economics, then partners actively through board roles and hands-on operational support. Capital allocation favors equity in follow-on rounds to preserve upside while using disciplined valuation thresholds and milestone-driven tranche commitments. Time horizon is multi-year, targeting transformational growth and exit via strategic sale or IPO; risk managed through concentrated expertise, operational intervention and selective syndication.
Focuses on growth-stage technology and fintech opportunities where strategic capital and operator-led guidance accelerate scale. Prioritizes investments with clear product-market fit, recurring revenue models and defensible unit economics, then partners actively through board roles and hands-on operational support. Capital allocation favors equity in follow-on rounds to preserve upside while using disciplined valuation thresholds and milestone-driven tranche commitments. Time horizon is multi-year, targeting transformational growth and exit via strategic sale or IPO; risk managed through concentrated expertise, operational intervention and selective syndication.
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:
5.04%
Gain
Monthly
0.27%
Yearly
3.24%
Drawdown
16.34%
$313.14M
Equity
Holdings
$313.14M
Investment
$287.46M
$48.78M
Profit -$1.94M
Realized
$23.1M
Unrealized
$25.68M
Dividends
$4.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.94M
Win %
62%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$2.56M
Win %
62%
This Month
Compared to last month
Gain
0.31%
Profit
$977,212.72
Win %
62%
This Year
Compared to last year
Gain
8.06%
Profit
$23.36M
Win %
58%
LOGI Logitech International S.A.
+3.13%
+$1,099 
CB Chubb Limited
+2.43%
+$22,770.45 
TTE TotalEnergies SE
+2.38%
+$125,563.32 
PANW Palo Alto Networks, Inc.
+2.04%
+$20,446.44 
XPH SPDR S&P Pharmaceuticals ETF
+1.94%
+$5,546.25 
ABT Abbott Laboratories
+1.93%
+$1,289.25 
UNH UnitedHealth Group Incorporated
+1.89%
+$9,293.82 
MO Altria Group, Inc.
+1.86%
+$922.08 
OXY-WT Occidental Petroleum Corporation
+1.67%
+$3.71 
JNJ Johnson & Johnson
+1.64%
+$73,597.77 
CAT Caterpillar Inc.
+1.58%
+$2,776 
SOLS Sollensys Corp
+1.54%
+$183.6 
ABBV AbbVie Inc.
+1.51%
+$6,278.4 
XOM Exxon Mobil Corporation
+1.36%
+$6,741.87 
P Everpure Inc.
+1.35%
+$1,518 
CM Canadian Imperial Bank of Commerce
+1.33%
+$722.25 
PM Philip Morris International Inc.
+1.32%
+$2,058.2 
MRK Merck & Co., Inc.
+1.19%
+$132.24 
CVX Chevron Corporation
+1.17%
+$2,064 
AGI Alamos Gold Inc.
+1.17%
+$1,089 
PHYS Sprott Physical Gold Trust
+1.07%
+$1,040 
IXC iShares Global Energy ETF
+1.05%
+$890.22 
HON Honeywell International Inc.
+1.01%
+$3,156.66 
SUNB Sunbelt Rentals Holdings, Inc.
+0.99%
+$408.8 
GLD SPDR Gold Shares
+0.97%
+$194,877 
OXY Occidental Petroleum Corporation
+0.97%
+$21.32 
GTE Gran Tierra Energy Inc.
+0.95%
+$0.06 
AMT American Tower Corporation
+0.85%
+$1,518.23 
LHX L3Harris Technologies, Inc.
+0.82%
+$3,880.96 
VZ Verizon Communications Inc.
+0.81%
+$271.57 
APD Air Products and Chemicals, Inc.
+0.8%
+$525.8 
AU AngloGold Ashanti plc
+0.77%
+$295 
AG First Majestic Silver Corp
+0.76%
+$564 
FCX Freeport-McMoRan Inc.
+0.72%
+$562.8 
PSLV Sprott Physical Silver Trust
+0.7%
+$1,138.41 
XLE Energy Select Sector SPDR Fund
+0.67%
+$2,517.12 
MKL Markel Group Inc.
+0.63%
+$2,674.86 
JPM JPMorgan Chase & Co.
+0.62%
+$29,400.39 
DVN Devon Energy Corporation
+0.6%
+$234.26 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+0.54%
+$3.66 
CP Canadian Pacific Kansas City Limited
+0.52%
+$2,030.4 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$71,315.64 
RY Royal Bank of Canada
+0.44%
+$238.75 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+0.44%
+$8,112.56 
NEE NextEra Energy, Inc.
+0.4%
+$527.04 
MSTR Strategy Inc.
+0.35%
+$396 
EMLP First Trust North American Energy Infrastructure Fund
+0.29%
+$1,870.83 
XLRE The Real Estate Select Sector SPDR Fund
+0.28%
+$7.25 
AEM Agnico Eagle Mines Limited
+0.26%
+$270 
TIP iShares TIPS Bond ETF
+0.26%
+$8,201.87 
KMB Kimberly-Clark Corporation
+0.24%
+$405.6 
BAC Bank of America Corporation
+0.23%
+$4,661.3 
TMUS T-Mobile US, Inc.
+0.23%
+$17.6 
EPP iShares MSCI Pacific ex Japan ETF
+0.23%
+$33.37 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.22%
+$8,164.8 
WMT Walmart Inc.
+0.18%
+$941.01 
WFC Wells Fargo & Company
+0.18%
+$271.36 
VNQ Vanguard Real Estate ETF
+0.16%
+$42.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.14%
+$8,877.47 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$263.12 
OGN Organon & Co.
+0.11%
+$0.34 
MDLZ Mondelez International, Inc.
+0.1%
+$322.2 
EL The Estée Lauder Companies Inc. Class A
+0.08%
+$20.61 
DVY iShares Select Dividend ETF
+0.07%
+$18 
APH Amphenol Corporation
+0.07%
+$23.4 
PG Procter & Gamble Co
+0.06%
+$365.07 
RIOT Riot Platforms, Inc.
+0.05%
+$6 
VGK Vanguard FTSE Europe ETF
+0.05%
+$172.49 
RGLD Royal Gold Inc.
+0.04%
+$42.84 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$659.95 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$7.43 
G3643J108
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$52,335.72 
CDNS Cadence Design Systems, Inc.
-9.54%
-$64,043.81 
NFLX Netflix, Inc.
-7.45%
-$146,311.4 
META Meta Platforms Inc Class A
-4.76%
-$64,555.8 
GEHC GE HealthCare Technologies Inc.
-3.85%
-$27,928.67 
RBLX Roblox Corporation
-3.74%
-$2,020 
IBM International Business Machines Corporation
-3.33%
-$3,431 
SYK Stryker Corporation
-3.08%
-$27,441.67 
ZG Zillow Group, Inc.
-3.06%
-$520 
NDAQ Nasdaq, Inc.
-2.87%
-$50,316.57 
NIO Nio Inc.
-2.81%
-$700 
KO The Coca-Cola Company
-2.51%
-$16,787.51 
BKNG Booking Holdings Inc.
-2.38%
-$37,730 
NG NovaGold Resources Inc.
-2.35%
-$400 
WAT Waters Corporation
-2.2%
-$600.12 
MSFT Microsoft Corp.
-2.11%
-$245,677.23 
COIN Coinbase Global, Inc.
-2.11%
-$12,053.08 
DPZ Domino's Pizza Inc.
-2.08%
-$554.85 
DXJ WisdomTree Japan Hedged Equity Fund
-2.03%
-$40,804.29 
ACN Accenture plc Class A
-2%
-$706.83 
GOOG Alphabet Inc
-1.95%
-$38,493.6 
GOOGL Alphabet Inc
-1.92%
-$270,181.52 
BUR Burford Capital Limited
-1.83%
-$142.8 
V Visa Inc. Class A
-1.8%
-$64,311.81 
DIS The Walt Disney Company
-1.75%
-$5,141.7 
BABA Alibaba Group Holding Limited SP ADR
-1.7%
-$100 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$990.78 
MA Mastercard Incorporated
-1.64%
-$105,573.98 
EWJ iShares MSCI Japan ETF
-1.58%
-$1,956.97 
RCL Royal Caribbean Group
-1.57%
-$969.15 
NKE Nike, Inc. - Class B
-1.49%
-$27.27 
SPGI S&P Global Inc.
-1.48%
-$6,952.78 
FDN First Trust Dow Jones Internet Index Fund
-1.45%
-$64,792.07 
GS The Goldman Sachs Group, Inc.
-1.41%
-$64,421.82 
FXI iShares China Large-Cap ETF
-1.41%
-$1,678.1 
RACE Ferrari N.V.
-1.39%
-$671.58 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$20,071.53 
KBE SPDR S&P Bank ETF
-1.35%
-$340.8 
BX Blackstone Inc.
-1.26%
-$44,574.3 
MAR Marriott International Inc. - Class A
-1.26%
-$3,541.6 
CRH CRH plc
-1.24%
-$288,879.89 
CRM Salesforce Inc
-1.22%
-$4,053 
SBUX Starbucks Corporation
-1.2%
-$754 
BLK BlackRock, Inc.
-1.19%
-$1,749.6 
INTU Intuit Inc.
-1.16%
-$34.1 
NVDA NVIDIA Corporation
-1.09%
-$58,474.4 
IYC iShares U.S. Consumer Discretionary ETF
-1.05%
-$430 
C Citigroup Inc.
-1.02%
-$2,834.1 
CLSK CleanSpark, Inc.
-1.01%
-$117 
IBKR Interactive Brokers Group Inc.
-0.99%
-$544.18 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.98%
-$10,570.06 
IGM iShares Expanded Tech Sector ETF
-0.96%
-$2,413.82 
CME CME Group Inc.
-0.95%
-$454.35 
ZTS Zoetis Inc.
-0.9%
-$1,580.1 
PEP PepsiCo, Inc.
-0.88%
-$4,306.23 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$19,424.22 
BDX Becton, Dickinson and Company
-0.86%
-$774.18 
IEMG iShares Core MSCI Emerging Markets ETF
-0.84%
-$339.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.84%
-$293.25 
KDP Keurig Dr Pepper Inc.
-0.83%
-$611.52 
SLB Schlumberger Limited
-0.83%
-$137.67 
ALC Alcon Inc.
-0.81%
-$230 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$7,041.84 
IP International Paper Company
-0.81%
-$189.71 
VSGX Vanguard ESG International Stock ETF
-0.74%
-$489.7 
DHR Danaher Corporation
-0.73%
-$4,240.54 
FIW First Trust Water ETF
-0.71%
-$18,276.05 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$891 
LVS Las Vegas Sands Corp.
-0.64%
-$200.1 
SOXX iShares Semiconductor ETF
-0.61%
-$36,573.83 
COST Costco Wholesale Corporation
-0.55%
-$8,368 
SUSA iShares MSCI USA ESG Select ETF
-0.55%
-$361.66 
MCD McDonald's Corporation
-0.54%
-$16,333.27 
PYPL PayPal Holdings Inc
-0.52%
-$122.72 
IVV iShares Core S&P 500 ETF
-0.51%
-$689.75 
VOO Vanguard S&P 500 ETF
-0.51%
-$12,244.77 
URTH iShares MSCI World ETF
-0.5%
-$106,519.18 
VMC Vulcan Materials Company
-0.49%
-$97.15 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$79,757.95 
AMZN Amazon.com Inc
-0.48%
-$30,480 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.47%
-$508.4 
FTCS First Trust Capital Strength ETF
-0.47%
-$79,981.12 
SKYY First Trust Cloud Computing ETF
-0.47%
-$26,134.4 
ADBE Adobe Inc.
-0.47%
-$16.5 
VB Vanguard Small-Cap ETF
-0.47%
-$1,112 
DCH Dauch Corporation
-0.46%
-$3.3 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.46%
-$607.82 
VGT Vanguard Information Technology ETF
-0.46%
-$72,267.52 
MICC The Magnum Ice Cream Company N.V.
-0.45%
-$541.11 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,756.95 
LIN Linde plc
-0.41%
-$2,771.25 
FDX FedEx Corporation
-0.4%
-$427.57 
PJT PJT Partners Inc.
-0.37%
-$8 
VPL Vanguard FTSE Pacific ETF
-0.36%
-$308.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$6,825.84 
IEX IDEX Corporation
-0.32%
-$87.6 
SW Smurfit WestRock PLC
-0.31%
-$10,662.82 
AAPL Apple Inc.
-0.31%
-$28,059.46 
NEM Newmont Corporation
-0.29%
-$586.3 
CL Colgate-Palmolive Company
-0.26%
-$1,838.39 
UPS United Parcel Service, Inc.
-0.22%
-$65 
MANU Manchester United plc
-0.18%
-$39.4 
AMD Advanced Micro Devices, Inc.
-0.15%
-$74 
VLTO Veralto Corporation
-0.14%
-$27.14 
FERG Ferguson Enterprises Inc
-0.14%
-$233.31 
MDT Medtronic plc
-0.12%
-$8.8 
ICLR ICON plc
-0.1%
-$17 
AER AerCap Holdings N.V.
-0.09%
-$107.33 
SDY SPDR S&P Dividend ETF
-0.09%
-$10,069.08 
UL Unilever PLC Sponsored American Depositary Receipt
-0.05%
-$74.64 
FVD First Trust Value Line Dividend Index Fund
-0.04%
-$1,765.62 
JXN Jackson Financial Inc.
-0.03%
-$0.24 
EWG iShares MSCI Germany ETF
-0.01%
-$66.77 Events
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Dividends
Dividend Analysis
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| Trades 688 | Longs Won 335/688 48% | Profit Factor 3.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $861,582.45 |
| Average Win $207,128.03 | Best Trade (Jun 30) $20.3M | Sharpe Ratio -5.1 |
| Average Loss -$58,379.45 | Worst Trade (Jul 14) -$3.79M | Z-Score -0.86 (61.03%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $70,901.09 |
| 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% | 0.19% |
| Consecutive Losing Trades | 5,376 | 4,839 | 4,301 | 3,763 | 3,226 | 2,688 | 2,151 | 1,613 | 1,075 | 538 |
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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