Erin Colleen Ross Portfolio
Invests via Birnam Oak Advisors, LP | Managed by Christopher DeLong
Invests via Birnam Oak Advisors, LP
Managed by Christopher DeLong
Automatically Tracked
Erin Colleen Ross Profile
Growth-oriented investor and operating executive with experience advising and scaling healthcare and technology companies, focused on revenue growth, commercial strategy and board-level governance. Erin Colleen Ross brings cross-functional operating leadership, capital-raising experience and strategic M&A involvement to portfolio companies, often partnering with PE and venture investors to drive exits. Prior roles span corporate development, product-led commercialization and investor relations; education and early career combine business and sector-specific expertise. Market-facing profile emphasizes operational value creation, board oversight and transaction execution for growth-stage businesses.
Growth-oriented investor and operating executive with experience advising and scaling healthcare and technology companies, focused on revenue growth, commercial strategy and board-level governance. Erin Colleen Ross brings cross-functional operating leadership, capital-raising experience and strategic M&A involvement to portfolio companies, often partnering with PE and venture investors to drive exits. Prior roles span corporate development, product-led commercialization and investor relations; education and early career combine business and sector-specific expertise. Market-facing profile emphasizes operational value creation, board oversight and transaction execution for growth-stage businesses.
Investment Philosophy & Strategy
Growth-stage, operations-first investor prioritizing revenue acceleration and commercial scale; targets healthcare and tech businesses where product-market fit can be amplified through go-to-market, pricing, and strategic partnerships. Capital allocation favors minority growth equity and board-active positions alongside PE/VC sponsors, emphasizing short-to-medium horizons to exit via strategic sale or recap. Underwriting blends commercial metrics, governance readiness and M&A optionality; risk managed via staged capital, KPI-driven milestones and operator-led value creation.
Growth-stage, operations-first investor prioritizing revenue acceleration and commercial scale; targets healthcare and tech businesses where product-market fit can be amplified through go-to-market, pricing, and strategic partnerships. Capital allocation favors minority growth equity and board-active positions alongside PE/VC sponsors, emphasizing short-to-medium horizons to exit via strategic sale or recap. Underwriting blends commercial metrics, governance readiness and M&A optionality; risk managed via staged capital, KPI-driven milestones and operator-led value creation.
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:
-0.9%
Gain
Monthly
-0.05%
Yearly
-0.58%
Drawdown
90.83%
$407.18M
Equity
Holdings
$407.18M
Investment
$357.72M
$48.19M
Profit -$64,085.33
Realized
-$1.27M
Unrealized
$49.46M
Dividends
$5.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$64,085.33
Win %
82%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$532,562.22
Win %
82%
This Month
Compared to last month
Gain
-0.25%
Profit
-$1M
Win %
82%
This Year
Compared to last year
Gain
9.23%
Profit
$34.39M
Win %
82%
UNF UniFirst Corp.
+4.04%
+$580,814.08 
NSC Norfolk Southern Corporation
+2.75%
+$1.37M 
V Visa Inc. Class A
+1.79%
+$12,720 
KVUE Kenvue Inc.
+1.6%
+$423,681.3 
COF Capital One Financial Corporation
+1.55%
+$12,380.59 
MSFT Microsoft Corp.
+1.38%
+$16,380.03 
TXNM TxnM Energy Inc.
+0.73%
+$60,859.75 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$7,500 
PEN Penumbra Inc.
+0.51%
+$153,584 
AXP American Express Company
+0.4%
+$1,440 
AMZN Amazon.com Inc
+0.31%
+$7,600 
VTV Vanguard Value ETF
+0.27%
+$19,110.3 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,400 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
-4.38%
-$50,480 
MS Morgan Stanley
-4.22%
-$38,620 
SATS EchoStar Corporation
-3.84%
-$541,418.85 
RVMD Revolution Medicines Inc.
-2.62%
-$771,558.92 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
-2.55%
-$15,407.39 
QRVO Qorvo Inc.
-2%
-$387,456.7 
EWJ iShares MSCI Japan ETF
-1.66%
-$6,200 
BBJP JPMorgan BetaBuilders Japan Fund
-1.66%
-$68,750 
FLL Full House Resorts Inc.
-1.49%
-$376 
WBD Warner Bros. Discovery, Inc.
-1.13%
-$377,663.9 
VUG Vanguard Growth ETF
-0.89%
-$127,641 
ACWI iShares MSCI ACWI ETF
-0.69%
-$298,944 
JPM JPMorgan Chase & Co.
-0.47%
-$3,239.98 
IEUR iShares Core MSCI Europe ETF
-0.46%
-$19,250 
VGK Vanguard FTSE Europe ETF
-0.46%
-$14,350 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$14,450 
GTLS Chart Industries Inc.
-0.01%
-$1,989.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 110 | Longs Won 52/110 47% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.83M |
| Average Win $1.19M | Best Trade (Jul 10) $14.75M | Sharpe Ratio -11.27 |
| Average Loss -$237,604.1 | Worst Trade (Sep 29) -$3.96M | Z-Score -0.64 (47.85%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $438,050.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,712 | 1,541 | 1,370 | 1,199 | 1,027 | 856 | 685 | 514 | 342 | 171 |
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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