KCR
Kevin Charles Root Portfolio
Invests via Oak Root LLC | Managed by Kevin Charles Root
Invests via Oak Root LLC
Managed by Kevin Charles Root
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Kevin Charles Root Profile
Veteran operator and investor focused on growth-stage technology companies, with experience leading product and commercial teams and advising boards on scaling and exit strategy. Kevin Charles Root brings entrepreneurial operating experience, venture and angel investments, and sector expertise in software, cloud services and fintech. Known for sourcing deals, active portfolio guidance and bridging founders to strategic acquirers and institutional capital.
Veteran operator and investor focused on growth-stage technology companies, with experience leading product and commercial teams and advising boards on scaling and exit strategy. Kevin Charles Root brings entrepreneurial operating experience, venture and angel investments, and sector expertise in software, cloud services and fintech. Known for sourcing deals, active portfolio guidance and bridging founders to strategic acquirers and institutional capital.
Investment Philosophy & Strategy
Invests in growth-stage technology companies with a pragmatic, founder-aligned approach that prioritizes scalable product-market fit, repeatable go-to-market motion and clear exit pathways. Prefers software, cloud services and fintech, deploying angel and venture capital with concentrated, active stakes. Emphasizes rapid operational lift—product and commercial KPIs, board governance, and capital raises—to de-risk scale. Time horizon is growth-to-exit, blending patient scaling with opportunistic M&A or institutional follow-on capital. Risk discipline centers on unit economics and customer retention.
Invests in growth-stage technology companies with a pragmatic, founder-aligned approach that prioritizes scalable product-market fit, repeatable go-to-market motion and clear exit pathways. Prefers software, cloud services and fintech, deploying angel and venture capital with concentrated, active stakes. Emphasizes rapid operational lift—product and commercial KPIs, board governance, and capital raises—to de-risk scale. Time horizon is growth-to-exit, blending patient scaling with opportunistic M&A or institutional follow-on capital. Risk discipline centers on unit economics and customer retention.
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:
46.73%
Gain -0.53%
Monthly
1.33%
Yearly
17.15%
Drawdown
15.75%
$940.79M
Equity
Holdings
$940.79M
Investment
$600.91M
$370.27M
Profit -$6.22M
Realized
$30.4M
Unrealized
$339.88M
Dividends
$27.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$6.22M
Win %
100%
This Week
Compared To Last Week
Gain
0.16%
Profit
$1.5M
Win %
100%
This Month
Compared to last month
Gain
0.16%
Profit
$1.5M
Win %
100%
This Year
Compared to last year
Gain
10.86%
Profit
$92.85M
Win %
100%
VTV Vanguard Value ETF
+0.01%
+$1,136.65 
AVEM Avantis Emerging Markets Equity ETF
-1.42%
-$1.52M 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$172,330.95 
VUG Vanguard Growth ETF
-1.22%
-$332,659.8 
VXF Vanguard Extended Market ETF
-1.01%
-$15,950.22 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.91%
-$182,750.7 
AVDE Avantis International Equity ETF
-0.89%
-$1.16M 
VOO Vanguard S&P 500 ETF
-0.71%
-$267,052.5 
AVLC Avantis U.S. Large Cap Equity ETF
-0.44%
-$928,825.52 
AVUS Avantis U.S. Equity ETF
-0.44%
-$1.63M Events
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Dividends
Dividend Analysis
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| Trades 117 | Longs Won 107/117 91% | Profit Factor 3,973.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.11M |
| Average Win $3.46M | Best Trade (Jun 02) $132.36M | Sharpe Ratio -22.63 |
| Average Loss -$9,321.89 | Worst Trade (Jun 29) -$32,236.06 | Z-Score 17.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $3.16M |
| 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% | 0.31% | 6.54% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
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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