LS
Lewis Schwartz Portfolio
Invests via Strategic Value Partners LLC | Managed by Lewis Schwartz
Invests via Strategic Value Partners LLC
Managed by Lewis Schwartz
Automatically Tracked
Lewis Schwartz Profile
With a robust career that intertwines finance and technology, Lewis Schwartz has carved a niche in the venture capital landscape. His expertise spans across diverse sectors including fintech and health tech, where he identifies transformative startups ready for expansion. Bringing extensive experience from both operational roles and investment oversight, he effectively bridges gaps between innovative concepts and market readiness. By fostering collaboration among entrepreneurs and investors, Schwartz plays a pivotal role in driving growth within early-stage companies while enhancing overall industry dynamics.
With a robust career that intertwines finance and technology, Lewis Schwartz has carved a niche in the venture capital landscape. His expertise spans across diverse sectors including fintech and health tech, where he identifies transformative startups ready for expansion. Bringing extensive experience from both operational roles and investment oversight, he effectively bridges gaps between innovative concepts and market readiness. By fostering collaboration among entrepreneurs and investors, Schwartz plays a pivotal role in driving growth within early-stage companies while enhancing overall industry dynamics.
Investment Philosophy & Strategy
Opportunities in the technology sector are pivotal for Lewis Schwartz, who adopts an entrepreneurial approach to venture capital. His keen insight into emerging fintech and health tech startups informs a hands-on investment strategy that emphasizes scalability and market readiness. By leveraging his operational expertise, he not only assesses the potential of early-stage companies but also actively facilitates connections between innovators and key stakeholders. This proactive involvement accelerates value creation while strategically positioning portfolio firms for long-term success. With a focus on transformative solutions, Schwartz is dedicated to cultivating growth trajectories within dynamic industries.
Opportunities in the technology sector are pivotal for Lewis Schwartz, who adopts an entrepreneurial approach to venture capital. His keen insight into emerging fintech and health tech startups informs a hands-on investment strategy that emphasizes scalability and market readiness. By leveraging his operational expertise, he not only assesses the potential of early-stage companies but also actively facilitates connections between innovators and key stakeholders. This proactive involvement accelerates value creation while strategically positioning portfolio firms for long-term success. With a focus on transformative solutions, Schwartz is dedicated to cultivating growth trajectories within dynamic industries.
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:
34.93%
Gain -0.03%
Monthly
0.38%
Yearly
4.65%
Drawdown
38.23%
$540.85M
Equity
Holdings
$540.85M
Investment
$362.66M
$178.19M
Profit -$182,249
Realized
$0
Unrealized
$178.19M
Dividends
$101.7M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$182,249
Win %
62%
This Week
Compared To Last Week
Gain
-1.5%
Profit
-$8.25M
Win %
62%
This Month
Compared to last month
Gain
-0.73%
Profit
-$3.99M
Win %
62%
This Year
Compared to last year
Gain
16.8%
Profit
$77.81M
Win %
62%
Events
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Dividends
Dividend Analysis
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| Trades 8 | Longs Won 3/8 37% | Profit Factor 36.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $44.19M |
| Average Win $61.07M | Best Trade (Oct 14) $134.49M | Sharpe Ratio -31.01 |
| Average Loss -$1M | Worst Trade (Oct 14) -$2.52M | Z-Score -1.03 (69.72%) |
| Commissions $0 | Avg. Trade Length 8y 9m 2w 6d | Expectancy $22.27M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.24% | 1.47% | 7.14% | 28.76% |
| Consecutive Losing Trades | 540 | 486 | 432 | 378 | 324 | 270 | 216 | 162 | 108 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| EGLE EGLE | 2.39M | $10,727 | $10,727 | - | - | - | 0.0 |
 GNK Genco Shipping & Trading Limited | 10.17M | $135.4M | $261.86M | - | $126.46M | 93.39% | -2.976% |
 HYG iShares iBoxx $ High Yield Corporate Bond ETF | 237,000 | $20.68M | $18.2M | - | -$2.48M | -11.98% | -0.363% |
 ROCC Roth CH Acquisition II Co. | 1.53M | $60M | $57.49M | - | -$2.52M | -4.19% | -1.962% |
 SBOW SilverBow Resources Inc | 4.48M | $133.04M | $164.82M | - | $31.78M | 23.89% | -2.412% |
 SDLP Seadrill Partners LLC | 370,000 | $13,690 | $1,354.2 | - | -$12,335.8 | -90.11% | 0.0 |
 SPY SPDR S&P 500 ETF Trust | 50,000 | $13.34M | $38.3M | - | $24.95M | 187.03% | -0.474% |
| TERP TERP | 13.9M | $166,302.48 | $166,302.48 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Lewis Schwartz?
The largest contributions to the portfolio's profits come from the following stocks: Genco Shipping & Trading Limited - $88.59M, iShares iBoxx $ High Yield Corporate Bond ETF - $8.71M, SPDR S&P 500 ETF Trust - $2.75M, Seadrill Partners LLC - $1.19M, and Roth CH Acquisition II Co - $460,254. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Lewis Schwartz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $101.7M earned over time. The largest contributors to dividend income include Genco Shipping & Trading Limited - $88.59M, iShares iBoxx $ High Yield Corporate Bond ETF - $8.71M, SPDR S&P 500 ETF Trust - $2.75M, Seadrill Partners LLC - $1.19M, and Roth CH Acquisition II Co - $460,254. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lewis Schwartz's monthly returns?
Lewis Schwartz's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Lewis Schwartz's strategy be considered aggressive or moderate?
Lewis Schwartz's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Lewis Schwartz's strategy?
Lewis Schwartz's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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