Mark Ellwood Portfolio
Invests via SEG Family Corp | Managed by Mark Ellwood
Invests via SEG Family Corp
Managed by Mark Ellwood
Automatically Tracked
Media and consumer strategist with roots in business and travel journalism, Mark Ellwood offers market-relevant analysis on luxury, travel and consumer-facing brands. His background includes long-form reporting and authoring books that track high-end consumption trends, and he provides commentary and strategic advice to operators and investors evaluating premium-brand positioning, distribution and demand cycles. Useful to market participants for thematic insight into travel recovery, luxury spending and experiential consumer behaviour.
Media and consumer strategist with roots in business and travel journalism, Mark Ellwood offers market-relevant analysis on luxury, travel and consumer-facing brands. His background includes long-form reporting and authoring books that track high-end consumption trends, and he provides commentary and strategic advice to operators and investors evaluating premium-brand positioning, distribution and demand cycles. Useful to market participants for thematic insight into travel recovery, luxury spending and experiential consumer behaviour.
Investment Philosophy & Strategy
Combines thematic, consumer-centric investing with a focus on premium travel and luxury sectors, seeking companies that benefit from experiential consumption and post‑crisis demand recovery. Prefers franchise-strength brands, differentiated distribution and pricing power; favors medium-term horizons to capture brand repositioning and cyclical rebounds. Uses qualitative research, on-the-ground market observation and narrative-driven theses to underwrite growth, while applying selective risk controls around capital intensity and macro sensitivity.
Combines thematic, consumer-centric investing with a focus on premium travel and luxury sectors, seeking companies that benefit from experiential consumption and post‑crisis demand recovery. Prefers franchise-strength brands, differentiated distribution and pricing power; favors medium-term horizons to capture brand repositioning and cyclical rebounds. Uses qualitative research, on-the-ground market observation and narrative-driven theses to underwrite growth, while applying selective risk controls around capital intensity and macro sensitivity.
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:
-99.18%
Gain -99%
Monthly
-34%
Yearly
-99.18%
Drawdown
99.18%
$225.3M
Equity
Holdings
$225.3M
Investment
$503.61M
-$348.78M
Profit -$278.31M
Realized
-$70.47M
Unrealized
-$278.31M
Dividends
$0
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-99%
Profit
-$278.31M
Win %
0%
This Week
Compared To Last Week
Gain
-99.18%
Profit
-$348.78M
Win %
0%
This Month
Compared to last month
Gain
-99.18%
Profit
-$348.78M
Win %
0%
This Year
Compared to last year
Gain
-31.42%
Profit
-$120.25M
Win %
0%
TRI
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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No Data
| Trades 4 | Longs Won 0/4 0% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131.23M |
| Average Win $0 | Best Trade - | Sharpe Ratio -8.05 |
| Average Loss -$98.24M | Worst Trade (Jun 16) -$278.31M | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy -$87.2M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 0 | 0 |
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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No Data
Option values are updated at end of day.
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