Victrix Investment Advisors Portfolio
Invests via Victrix Investment Advisors | Managed by William D. Thompson IV
Invests via Victrix Investment Advisors
Managed by William D. Thompson IV
Automatically Tracked
Company Profile
Registered as an alternative asset manager, Victrix Investment Advisors operates as a boutique investment firm focused on credit and special situations in emerging and frontier markets. The firm structures opportunistic debt and equity investments, provides portfolio management for institutional and family-office clients, and emphasizes distressed and restructuring mandates. Investment approach blends fundamental credit analysis, local-market execution and capital preservation to target risk-adjusted returns.
Registered as an alternative asset manager, Victrix Investment Advisors operates as a boutique investment firm focused on credit and special situations in emerging and frontier markets. The firm structures opportunistic debt and equity investments, provides portfolio management for institutional and family-office clients, and emphasizes distressed and restructuring mandates. Investment approach blends fundamental credit analysis, local-market execution and capital preservation to target risk-adjusted returns.
Investment Philosophy & Strategy
Operates a value-oriented, opportunistic credit strategy focused on distressed and special situations across emerging and frontier markets. Emphasizes rigorous fundamental credit analysis, local-market sourcing and active restructuring expertise to preserve capital while extracting asymmetric upside from stressed credits. Deploys flexible capital structures—syndicated debt, unitranche and equity-linked instruments—with institutional portfolio construction, disciplined risk controls and medium-term event-driven horizons to optimize risk-adjusted returns for institutional and family-office clients.
Operates a value-oriented, opportunistic credit strategy focused on distressed and special situations across emerging and frontier markets. Emphasizes rigorous fundamental credit analysis, local-market sourcing and active restructuring expertise to preserve capital while extracting asymmetric upside from stressed credits. Deploys flexible capital structures—syndicated debt, unitranche and equity-linked instruments—with institutional portfolio construction, disciplined risk controls and medium-term event-driven horizons to optimize risk-adjusted returns for institutional and family-office clients.
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:
7.76%
Gain
Monthly
0.4%
Yearly
4.96%
Drawdown
29.11%
$237.09M
Equity
Holdings
$237.09M
Investment
$182.44M
$66.87M
Profit -$833,781.94
Realized
$12.23M
Unrealized
$54.64M
Dividends
$4.22M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$833,781.94
Win %
78%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.22M
Win %
78%
This Month
Compared to last month
Gain
0.41%
Profit
$973,910.34
Win %
78%
This Year
Compared to last year
Gain
0.43%
Profit
$1M
Win %
77%
NOC Northrop Grumman Corporation
+3.21%
+$41,133.84 
ABT Abbott Laboratories
+3.07%
+$7,381.08 
MRK Merck & Co., Inc.
+3.02%
+$104,057.88 
CB Chubb Limited
+2.92%
+$133,072.05 
GE General Electric Company
+2.81%
+$76,690.88 
SHEL Shell plc
+2.13%
+$40,156.66 
CSCO Cisco Systems, Inc.
+1.88%
+$144,329.78 
JNJ Johnson & Johnson
+1.83%
+$128,270.48 
PANW Palo Alto Networks, Inc.
+1.78%
+$9,805.74 
LMT Lockheed Martin Corporation
+1.71%
+$122,005.2 
MCK McKesson Corporation
+1.61%
+$14,133.6 
CAH Cardinal Health Inc.
+1.59%
+$9,310.95 
RTX RTX Corporation
+1.57%
+$18,926.1 
ABBV AbbVie Inc.
+1.57%
+$44,041.62 
LHX L3Harris Technologies, Inc.
+1.51%
+$21,437.13 
ED Consolidated Edison, Inc.
+1.47%
+$3,503.64 
MKL Markel Group Inc.
+1.39%
+$8,320.12 
TGT Target Corporation
+1.38%
+$34,931.07 
XOM Exxon Mobil Corporation
+1.32%
+$9,484.02 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.27%
+$3,218.5 
DGX Quest Diagnostics Inc.
+1.18%
+$2,976.6 
LLY Eli Lilly and Company
+1.17%
+$17,091 
REGN Regeneron Pharmaceuticals, Inc.
+1.08%
+$34,910.95 
WMT Walmart Inc.
+1.04%
+$56,090.36 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$107,804.37 
DUK Duke Energy Corporation
+0.97%
+$24,090.12 
UNP Union Pacific Corporation
+0.97%
+$2,912.37 
DE Deere & Company
+0.85%
+$3,604.48 
UNH UnitedHealth Group Incorporated
+0.79%
+$78,065.19 
JPM JPMorgan Chase & Co.
+0.78%
+$36,133.25 
BA Boeing Company
+0.72%
+$39,196.08 
MMM 3M Company
+0.7%
+$41,651.1 
NEE NextEra Energy, Inc.
+0.69%
+$17,615.44 
BAC Bank of America Corporation
+0.63%
+$35,594.13 
PG Procter & Gamble Co
+0.62%
+$1,399.66 
CRWD CrowdStrike Holdings, Inc.
+0.37%
+$1,719 
AMGN Amgen Inc.
+0.27%
+$1,302.17 
GEV GE Vernova Inc.
+0.23%
+$3,039.03 
HD The Home Depot, Inc.
+0.22%
+$11,742.9 
LNG Cheniere Energy Inc.
+0.17%
+$1,074.48 
COST Costco Wholesale Corporation
+0.02%
+$168.34 
SQFTW Presidio Property Trust Warrant
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$363,231.7 
AMAT Applied Materials, Inc.
-5.03%
-$19,274.25 
INTC Intel Corporation
-3.84%
-$202,297.32 
TXN Texas Instruments Inc
-2.93%
-$132,507.47 
AMD Advanced Micro Devices, Inc.
-2.93%
-$51,807.02 
TSLA Tesla, Inc.
-2.78%
-$21,979.87 
ANET Arista Networks, Inc.
-2.65%
-$15,190.76 
GOOGL Alphabet Inc
-2.54%
-$396,562.63 
GOOG Alphabet Inc
-2.48%
-$47,879.18 
MSFT Microsoft Corp.
-2.36%
-$261,316.1 
SYK Stryker Corporation
-2.28%
-$9,626.25 
ASML ASML Holding N.V. New York Registry Shares
-2.26%
-$100,245 
QCOM QUALCOMM Incorporated
-2.09%
-$5,240.77 
NVDA NVIDIA Corporation
-2.08%
-$333,236.27 
PLTR Palantir Technologies Inc.
-1.91%
-$17,758.7 
V Visa Inc. Class A
-1.83%
-$106,840.06 
MRVL Marvell Technology, Inc.
-1.82%
-$4,194.9 
GS The Goldman Sachs Group, Inc.
-1.76%
-$40,365.52 
MA Mastercard Incorporated
-1.57%
-$13,622.18 
AVGO Broadcom Inc.
-1.47%
-$16,279.97 
SNOW Snowflake Inc.
-1.43%
-$24,553.46 
DIS The Walt Disney Company
-1.23%
-$37,168.95 
AXP American Express Company
-1.2%
-$17,997.98 
MAR Marriott International Inc. - Class A
-1.03%
-$2,678.13 
ARM Arm Holdings plc American Depositary Receipt
-0.82%
-$1,707.42 
IONS Ionis Pharmaceuticals, Inc.
-0.81%
-$1,502.46 
AMZN Amazon.com Inc
-0.44%
-$49,108.86 
SCHW Charles Schwab Corporation
-0.39%
-$19,228 
CMI Cummins Inc.
-0.15%
-$399.99 
AAPL Apple Inc.
-0.06%
-$7,845.1 
CAT Caterpillar Inc.
-0.05%
-$2,530.95 
MCD McDonald's Corporation
-0.01%
-$33.56 Events
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Dividends
Dividend Analysis
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| Trades 577 | Longs Won 405/577 70% | Profit Factor 14.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $491,476.76 |
| Average Win $177,586.14 | Best Trade (Jul 15) $7.18M | Sharpe Ratio -11 |
| Average Loss -$29,358.7 | Worst Trade (Jul 10) -$567,193.72 | Z-Score 6.58 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $115,897.21 |
| 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% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
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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