MRF
Malcolm R. Fobes III Portfolio
Invests via BERKSHIRE CAPITAL HOLDINGS Inc. | Managed by Malcolm R. Fobes III
Invests via BERKSHIRE CAPITAL HOLDINGS Inc.
Managed by Malcolm R. Fobes III
Automatically Tracked
Malcolm R. Fobes III Profile
Malcolm R. Fobes III is a distinguished entrepreneur and investor known for his impactful contributions in the technology sector. With extensive experience spanning over two decades, he has co-founded multiple startups that emphasize innovation and scalability within their respective markets. His leadership in emerging companies has garnered recognition, especially as they navigate complex market dynamics to achieve substantial growth trajectories. Fobes leverages his insights from both startup development and operational excellence to foster collaboration between visionary leaders and financial backers. As an influential figure in venture capital circles, he actively supports the evolution of promising technologies while contributing to industry discourse on entrepreneurship.
Malcolm R. Fobes III is a distinguished entrepreneur and investor known for his impactful contributions in the technology sector. With extensive experience spanning over two decades, he has co-founded multiple startups that emphasize innovation and scalability within their respective markets. His leadership in emerging companies has garnered recognition, especially as they navigate complex market dynamics to achieve substantial growth trajectories. Fobes leverages his insights from both startup development and operational excellence to foster collaboration between visionary leaders and financial backers. As an influential figure in venture capital circles, he actively supports the evolution of promising technologies while contributing to industry discourse on entrepreneurship.
Investment Philosophy & Strategy
Innovation in technology presents a transformative landscape for investors. Malcolm R. Fobes III leverages his entrepreneurial spirit and deep operational insight to identify disruptive ventures poised for remarkable growth. His focus lies on nurturing startups that not only demonstrate scalability but also address evolving market needs through innovative solutions. By fostering strategic collaborations between emerging leaders and investors, he plays a vital role in accelerating the development of groundbreaking technologies while enhancing their market presence. Fobes' ability to discern high-potential opportunities positions him as a key player in shaping the future of venture capital.
Innovation in technology presents a transformative landscape for investors. Malcolm R. Fobes III leverages his entrepreneurial spirit and deep operational insight to identify disruptive ventures poised for remarkable growth. His focus lies on nurturing startups that not only demonstrate scalability but also address evolving market needs through innovative solutions. By fostering strategic collaborations between emerging leaders and investors, he plays a vital role in accelerating the development of groundbreaking technologies while enhancing their market presence. Fobes' ability to discern high-potential opportunities positions him as a key player in shaping the future of venture capital.
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:
23.4%
Gain -0.41%
Monthly
0.04%
Yearly
0.45%
Drawdown
14.18%
$330.4M
Equity
Holdings
$330.4M
Investment
$294.73M
$35.67M
Profit -$1.36M
Realized
$0
Unrealized
$35.67M
Dividends
$10.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.36M
Win %
56%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.66M
Win %
56%
This Month
Compared to last month
Gain
-7.87%
Profit
-$28.23M
Win %
56%
This Year
Compared to last year
Gain
12.48%
Profit
$36.67M
Win %
56%
CIEN Ciena Corporation
+4.43%
+$501,779.29 
GLW Corning Incorporated
+3.08%
+$1.14M 
EXTR Extreme Networks, Inc.
+0.59%
+$26,384.76 
CSCO Cisco Systems, Inc.
+0.24%
+$98,407.71 
302088109
0%
$0 
784076101
0%
$0 
AMCC
0%
$0 
ARBA
0%
$0 
BEAS
0%
$0 
BRCD
0%
$0 
BRCM
0%
$0 
EMC
0%
$0 
IDTI
0%
$0 
ITWO
0%
$0 
JDSU
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
NEWP
0%
$0 
NTAP
0%
$0 
PMCS
0%
$0 
PWAV
0%
$0 
SEBL
0%
$0 
TQNT
0%
$0 
VRTSE
0%
$0 
VTSS
0%
$0 
SUNW Sunworks Inc
-40.48%
-$3.19 Events
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Dividends
Dividend Analysis
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| Trades 25 | Longs Won 2/25 8% | Profit Factor 3.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.71M |
| Average Win $25.97M | Best Trade (Jul 22) $27.11M | Sharpe Ratio -146.58 |
| Average Loss -$707,087.81 | Worst Trade (Jul 22) -$10.02M | Z-Score -3.4 (100%) |
| Commissions $0 | Avg. Trade Length 25y 6m 4w 1d | Expectancy $1.43M |
| 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% | 0.03% | 0.37% | 3.03% | 19.19% |
| Consecutive Losing Trades | 467 | 421 | 374 | 327 | 280 | 234 | 187 | 140 | 93 | 47 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Malcolm R. Fobes III?
The largest contributions to the portfolio's profits come from the following stocks: Cisco Systems, Inc - $6.55M, Corning Incorporated - $2.9M, and Juniper Networks Inc - $1.38M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Malcolm R. Fobes III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.83M earned over time. The largest contributors to dividend income include Cisco Systems, Inc - $6.55M, Corning Incorporated - $2.9M, and Juniper Networks Inc - $1.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Malcolm R. Fobes III's monthly returns?
Malcolm R. Fobes III's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Malcolm R. Fobes III's strategy be considered aggressive or moderate?
Malcolm R. Fobes III's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Malcolm R. Fobes III's strategy?
Malcolm R. Fobes III's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
