Stephen Dodson Portfolio

Invests via Bretton Capital Management LLC | Managed by Stephen Dodson, Raphael de Balmann

Invests via Bretton Capital Management LLC

Managed by Stephen Dodson, Raphael de Balmann

Automatically Tracked

Tracking: 0 Updated: 4 hours ago

Directs deal sourcing and operational due diligence across technology and healthcare buyouts, allocating capital into companies undergoing digital transformation and operational scale-ups. Stephen Dodson brings investment committee experience in structuring growth equity and control transactions, alongside portfolio operational roles that drove margin expansion and revenue acceleration. Prior roles span principal-level investing and corporate strategy; education includes an MBA and undergraduate degree in economics. Market relevance centers on deal origination in North America and hands-on portfolio value creation for institutional LPs.

Investment Philosophy & Strategy

Focuses on growth-oriented control and structured growth equity investments in technology and healthcare businesses undergoing digital transformation and operational scale-ups. Prefers North American mid-market companies where active governance, KPIs-driven operational playbooks, and selective add-on M&A accelerate revenue and margin expansion. Capital allocation favors staged commitments tied to operational milestones, with a 3–7 year value-creation horizon and disciplined downside protection via covenants and governance rights. Investment decisions combine thematic sector research, rigorous operational due diligence, and hands-on portfolio interventions to de-risk execution and drive exit optionality.

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:

14.09%

Gain 0%

Monthly

0.61%

Yearly

7.6%

Drawdown

15.01%

$123.4M

Equity

Holdings

$123.4M

Investment

$107.95M

$14.77M

Profit -$3,149.67

Realized

-$692,840

Unrealized

$15.46M

Dividends

$2.21M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.004%

Profit

-$3,149.67

Win %

53%

This Week

Compared To Last Week

Gain

-0.003%

Profit

-$3,149.67

Win %

53%

This Month

Compared to last month

Gain

1.85%

Profit

$2.24M

Win %

53%

This Year

Compared to last year

Gain

12.88%

Profit

$14.08M

Win %

53%

Gainers
Losers

PGR Progressive Corporation

+1.04%

+$71,810

UNH UnitedHealth Group Incorporated

+0.64%

+$58,806.91

ROST Ross Stores, Inc.

+0.32%

+$25,678.35

DFH Dream Finders Homes Inc.

-4.12%

-$115,940

EXP Eagle Materials Inc.

-3.77%

-$186,417.23

NVR NVR, Inc.

-3.15%

-$145,631.44

GOOG Alphabet Inc

-2.17%

-$438,330

MSFT Microsoft Corp.

-1.81%

-$101,920

V Visa Inc. Class A

-1.8%

-$117,124

AXP American Express Company

-1.72%

-$143,682

MCO Moody's Corporation

-1.57%

-$67,728.25

MA Mastercard Incorporated

-1.44%

-$87,181.2

SPGI S&P Global Inc.

-1.43%

-$60,822

JPM JPMorgan Chase & Co.

-0.6%

-$49,200

AZO AutoZone Inc.

-0.51%

-$31,439.94

BRK-B Berkshire Hathaway Inc.

-0.45%

-$16,575

BAC Bank of America Corporation

-0.36%

-$27,720

TJX The TJX Companies, Inc.

-0.21%

-$15,509.06

Events

Dividends

Dividend Analysis

No Data

Trades 28	Longs Won 14/28 50%	Profit Factor 2.28
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.36M
Average Win $1.88M	Best Trade (Jul 19) $10.2M	Sharpe Ratio -18.19
Average Loss -$826,271.62	Worst Trade (Jul 19) -$2.54M	Z-Score 0.19 (15.27%)
Commissions $0	Avg. Trade Length 1y 5m 4w 1d	Expectancy $527,338.93

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%	0.03%	0.57%	8.75%
Consecutive Losing Trades	149	134	119	105	90	75	60	45	30	15