Experienced investor and operator with a focus on growth-stage technology and consumer services, bringing deal-sourcing, operational scaling and board-level governance expertise. Berkeley Meredith has led cross-functional teams to drive revenue expansion, executed strategic M&A and structured growth equity investments. Market-facing strengths include commercial due diligence, KPI-driven performance improvement and go-to-market optimization. Relevant for investors seeking an operator-investor profile that bridges hands-on operating experience with transaction execution in competitive growth sectors.
Experienced investor and operator with a focus on growth-stage technology and consumer services, bringing deal-sourcing, operational scaling and board-level governance expertise. Berkeley Meredith has led cross-functional teams to drive revenue expansion, executed strategic M&A and structured growth equity investments. Market-facing strengths include commercial due diligence, KPI-driven performance improvement and go-to-market optimization. Relevant for investors seeking an operator-investor profile that bridges hands-on operating experience with transaction execution in competitive growth sectors.
Prioritizes growth-stage technology and consumer services, blending operator instincts with structured growth-equity discipline. Focuses on investing behind repeatable go-to-market models, KPI-driven scale economics and founder teams that welcome operational partnership. Capital allocation favors minority growth equity and structured minority-majority deals with board-level oversight, active commercial due diligence and performance-based milestones. Time horizon is multi-year, emphasizing revenue durability and disciplined exit-driven value creation.
Prioritizes growth-stage technology and consumer services, blending operator instincts with structured growth-equity discipline. Focuses on investing behind repeatable go-to-market models, KPI-driven scale economics and founder teams that welcome operational partnership. Capital allocation favors minority growth equity and structured minority-majority deals with board-level oversight, active commercial due diligence and performance-based milestones. Time horizon is multi-year, emphasizing revenue durability and disciplined exit-driven value creation.
| Trades 5970 | Longs Won 3239/5970 54% | Profit Factor 21.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $579,786.98 |
| Average Win $45,788.38 | Best Trade (Aug 14) $33.6M | Sharpe Ratio -9.98 |
| Average Loss -$2,532.76 | Worst Trade (Jun 30) -$898,396.59 | Z-Score 7.64 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w | Expectancy $23,683.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 31 | $3,525.67 | $4,829.18 | - | $1,303.51 | 36.97% | -0.358% |
AA Alcoa Corporation | 80 | $2,363.76 | $3,577.6 | - | $1,213.84 | 51.35% | -4.79% |
AAL American Airlines Group Inc. | 26 | $440.69 | $337.48 | - | -$103.21 | -23.42% | +0.309% |
AAOI Applied Optoelectronics, Inc. | 2 | $233 | $201.9 | - | -$31.1 | -13.35% | +2.947% |
AAPL Apple Inc. | 9,077 | $2.24M | $3.04M | - | $807,053.46 | 36.07% | -0.466% |
ABAT American Battery Technology Company | 1,500 | $2,430 | $3,285 | - | $855 | 35.19% | -2.232% |
ABBV AbbVie Inc. | 654 | $138,056.19 | $172,884.9 | - | $34,828.71 | 25.23% | +0.125% |
ABCB Ameris Bancorp | 17 | $1,057.41 | $1,413.55 | - | $356.14 | 33.68% | +0.181% |
ABEO Abeona Therapeutics Inc. | 1 | $6 | $5.59 | - | -$0.41 | -6.83% | 0.0 |
ABG Asbury Automotive Group Inc. | 5 | $999 | $893.5 | - | -$105.5 | -10.56% | -4.901% |
ABNB Airbnb, Inc. | 34 | $4,548.74 | $5,638.39 | - | $1,089.65 | 23.95% | -0.057% |
ABT Abbott Laboratories | 158 | $17,937.44 | $16,251.09 | - | -$1,686.35 | -9.4% | +0.611% |
ABX Abacus Global Management, Inc. | 9 | $92 | $79.96 | - | -$12.04 | -13.09% | -2.04% |
ACA Arcosa Inc. | 4 | $541.75 | $582.22 | - | $40.47 | 7.47% | +0.072% |
ACGL Arch Capital Group Ltd | 49 | $4,616.39 | $4,775.54 | - | $159.15 | 3.45% | +0.786% |
ACHC Acadia Healthcare Company, Inc. | 1 | $23 | $27.87 | - | $4.87 | 21.17% | -3.263% |
ACHR Archer Aviation Inc. | 4 | $19 | $21.18 | - | $2.18 | 11.47% | -1.944% |
ACI Albertsons Companies, Inc. | 6 | $102 | $75.21 | - | -$26.79 | -26.26% | -0.199% |
ACIC American Coastal Insurance Corp. | 6 | $75.43 | $55.29 | - | -$20.14 | -26.7% | +0.491% |
ACIW ACI Worldwide, Inc. | 5 | $217.66 | $251 | - | $33.34 | 15.32% | -1.915% |