David Graham Portfolio
Invests via American Family Investments, Inc. | Managed by David Graham
Invests via American Family Investments, Inc.
Managed by David Graham
Automatically Tracked
David Graham Profile
Veteran private equity investor and operating partner, David Graham combines deal execution with hands-on portfolio management across software and healthcare services. He has led buyouts, growth equity and operational turnarounds, driving margin expansion and strategic M&A while working in senior roles at institutional buyout firms and corporate development. MBA-level business education and previous operating leadership support a blend of financial and operational expertise prized by LPs.
Veteran private equity investor and operating partner, David Graham combines deal execution with hands-on portfolio management across software and healthcare services. He has led buyouts, growth equity and operational turnarounds, driving margin expansion and strategic M&A while working in senior roles at institutional buyout firms and corporate development. MBA-level business education and previous operating leadership support a blend of financial and operational expertise prized by LPs.
Investment Philosophy & Strategy
Combines operational rigor with private equity value-creation, prioritizing control or meaningful governance positions in software and healthcare services businesses where EBITDA improvement and strategic M&A can accelerate growth. Focuses on buyouts and growth equity with a 3–7 year value horizon, disciplined leverage, and milestone-driven KPIs. Underwrites deals for scalable margin expansion, repeatable product-led adoption or service consolidation, and prefers leadership alignment, hands-on portfolio operating plans, and active exit preparation.
Combines operational rigor with private equity value-creation, prioritizing control or meaningful governance positions in software and healthcare services businesses where EBITDA improvement and strategic M&A can accelerate growth. Focuses on buyouts and growth equity with a 3–7 year value horizon, disciplined leverage, and milestone-driven KPIs. Underwrites deals for scalable margin expansion, repeatable product-led adoption or service consolidation, and prefers leadership alignment, hands-on portfolio operating plans, and active exit preparation.
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:
2.1%
Gain
Monthly
0.08%
Yearly
1.02%
Drawdown
7.96%
$3.92B
Equity
Holdings
$3.92B
Investment
$3.83B
$119.49M
Profit -$2M
Realized
$31.81M
Unrealized
$87.68M
Dividends
$209.2M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2M
Win %
56%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$10.64M
Win %
56%
This Month
Compared to last month
Gain
-0.29%
Profit
-$11.55M
Win %
56%
This Year
Compared to last year
Gain
3.13%
Profit
$119.02M
Win %
56%
BOW Bowhead Specialty Holdings Inc.
+1.94%
+$2.73M 
XLRE The Real Estate Select Sector SPDR Fund
+1.78%
+$1.09M 
BHYB Xtrackers U.S. HY BB-B ex Financials ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$1.38M 
TDW Tidewater Inc.
-0.85%
-$76,682.88 
VOO Vanguard S&P 500 ETF
-0.68%
-$976,667.12 
IWV ISHARES RUSSELL 3000 ETF
-0.64%
-$2.32M 
HYD VanEck High Yield Muni ETF
-0.23%
-$446,317.07 
IGF iShares Global Infrastructure ETF
-0.21%
-$191,899.26 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$25,973 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$151,603.1 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$101,790 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$89,125 Events
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Dividends
Dividend Analysis
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| Trades 62 | Longs Won 43/62 69% | Profit Factor 5.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.46M |
| Average Win $3.35M | Best Trade (Jul 10) $33.01M | Sharpe Ratio -9.46 |
| Average Loss -$1.3M | Worst Trade (Jul 14) -$5.18M | Z-Score -0.26 (20.38%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $1.93M |
| 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 | 3,021 | 2,719 | 2,417 | 2,115 | 1,813 | 1,511 | 1,208 | 906 | 604 | 302 |
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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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