Clay Dunnagan Portfolio
Invests via ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | Managed by Clay Dunnagan
Invests via ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Managed by Clay Dunnagan
Automatically Tracked
Clay Dunnagan Profile
Veteran technology operator and investor focused on enterprise software and SaaS growth, with operating leadership across product and go-to-market functions. Clay Dunnagan brings experience scaling startups and advising venture-backed teams, concentrating on metrics-driven revenue expansion, customer retention, and strategic M&A. Common roles include executive operator, board advisor and seed/early-stage investor supporting B2B SaaS founders.
Veteran technology operator and investor focused on enterprise software and SaaS growth, with operating leadership across product and go-to-market functions. Clay Dunnagan brings experience scaling startups and advising venture-backed teams, concentrating on metrics-driven revenue expansion, customer retention, and strategic M&A. Common roles include executive operator, board advisor and seed/early-stage investor supporting B2B SaaS founders.
Investment Philosophy & Strategy
Prioritizes durable B2B SaaS winners by combining operator-grade diligence with growth-stage playbooks. Focuses on metrics-driven underwriting—ARR unit economics, retention cohorts, CAC payback—and favors capital deployed to product-led expansion, land-and-expand GTM, and customer success investments. Uses active value-add: temporary operating roles, board guidance, and founder coaching to accelerate scaling while screening for repeatable revenue models, high gross margins, and M&A optionality. Typical horizon is multi-year with disciplined downside protection and staged capital tranches.
Prioritizes durable B2B SaaS winners by combining operator-grade diligence with growth-stage playbooks. Focuses on metrics-driven underwriting—ARR unit economics, retention cohorts, CAC payback—and favors capital deployed to product-led expansion, land-and-expand GTM, and customer success investments. Uses active value-add: temporary operating roles, board guidance, and founder coaching to accelerate scaling while screening for repeatable revenue models, high gross margins, and M&A optionality. Typical horizon is multi-year with disciplined downside protection and staged capital tranches.
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:
6.1%
Gain
Monthly
0.19%
Yearly
2.36%
Drawdown
27.14%
$108.52M
Equity
Holdings
$108.52M
Investment
$97.14M
$16.42M
Profit +$1.42M
Realized
$5.04M
Unrealized
$11.38M
Dividends
$1.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.42M
Win %
60%
This Week
Compared To Last Week
Gain
1.98%
Profit
$2.11M
Win %
60%
This Month
Compared to last month
Gain
-4.01%
Profit
-$4.53M
Win %
60%
This Year
Compared to last year
Gain
17.05%
Profit
$15.81M
Win %
70%
Events
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Dividends
Dividend Analysis
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| Trades 74 | Longs Won 41/74 55% | Profit Factor 1.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $1.31M | Best Trade (Jul 16) $6.63M | Sharpe Ratio -9.09 |
| Average Loss -$1.13M | Worst Trade (Dec 30) -$6.36M | Z-Score 0.22 (17.48%) |
| Commissions $0 | Avg. Trade Length 12m 4d | Expectancy $221,914.4 |
| 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% | 0.1% | 0.82% | 4.96% | 24.21% |
| Consecutive Losing Trades | 96 | 86 | 77 | 67 | 58 | 48 | 38 | 29 | 19 | 10 |
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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