Grant Patterson Portfolio
Invests via Caldwell Investment Management Ltd. | Managed by Jennifer Radman, Denis Taillefer, William Chin, Justin Elliott, Tom Simopoulos
Invests via Caldwell Investment Management Ltd.
Managed by Jennifer Radman, Denis Taillefer, William Chin, Justin Elliott, Tom Simopoulos
Automatically Tracked
Grant Patterson Profile
Grant Patterson is a distinguished entrepreneur with a significant track record in the technology sector. He co-founded an innovative startup focused on leveraging artificial intelligence to enhance consumer engagement, positioning the firm at the forefront of digital transformation. With extensive experience in scaling operations and driving market penetration, he has successfully navigated competitive landscapes to establish sustainable growth. His leadership extends beyond operational execution; Patterson actively contributes to various industry forums and mentoring programs aimed at nurturing emerging talent within tech entrepreneurship. This multifaceted background makes him a pivotal figure in fostering innovation and collaboration across sectors.
Grant Patterson is a distinguished entrepreneur with a significant track record in the technology sector. He co-founded an innovative startup focused on leveraging artificial intelligence to enhance consumer engagement, positioning the firm at the forefront of digital transformation. With extensive experience in scaling operations and driving market penetration, he has successfully navigated competitive landscapes to establish sustainable growth. His leadership extends beyond operational execution; Patterson actively contributes to various industry forums and mentoring programs aimed at nurturing emerging talent within tech entrepreneurship. This multifaceted background makes him a pivotal figure in fostering innovation and collaboration across sectors.
Investment Philosophy & Strategy
The current landscape of technology offers a plethora of opportunities for innovation and disruptive growth. Grant Patterson’s expertise in artificial intelligence enables him to identify transformative projects that leverage cutting-edge solutions for consumer engagement. His entrepreneurial journey is marked by a commitment to fostering agile operations while meticulously scaling businesses, which provides him with keen insight into market dynamics. By focusing on scalable platforms that adapt to evolving consumer needs, he aims to create impactful synergies within the tech ecosystem. This strategic orientation not only enhances competitive advantages but also promotes sustainable industry advancements.
The current landscape of technology offers a plethora of opportunities for innovation and disruptive growth. Grant Patterson’s expertise in artificial intelligence enables him to identify transformative projects that leverage cutting-edge solutions for consumer engagement. His entrepreneurial journey is marked by a commitment to fostering agile operations while meticulously scaling businesses, which provides him with keen insight into market dynamics. By focusing on scalable platforms that adapt to evolving consumer needs, he aims to create impactful synergies within the tech ecosystem. This strategic orientation not only enhances competitive advantages but also promotes sustainable industry advancements.
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:
92.67%
Gain +0.06%
Monthly
1.22%
Yearly
15.63%
Drawdown
19.77%
$275.5M
Equity
Holdings
$275.5M
Investment
$236.7M
$85.82M
Profit -$613,225.34
Realized
$47.01M
Unrealized
$38.81M
Dividends
$7.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
-$613,225.34
Win %
66%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$626,446.49
Win %
66%
This Month
Compared to last month
Gain
1.28%
Profit
$3.49M
Win %
66%
This Year
Compared to last year
Gain
6.71%
Profit
$17.32M
Win %
68%
AMTM Amentum Holdings, Inc.
+4.25%
+$10,268.72 
CLS Celestica Inc.
+3.27%
+$87,665 
FIX Comfort Systems USA, Inc.
+2.71%
+$72,688 
IBKR Interactive Brokers Group Inc.
+2.32%
+$29,190 
MSFT Microsoft Corp.
+2.04%
+$36,225 
CVE Cenovus Energy Inc.
+1.84%
+$149,762 
GOOGL Alphabet Inc
+1.83%
+$15,900 
CBOE Cboe Global Markets Inc.
+1.81%
+$582,920 
ICE Intercontinental Exchange, Inc.
+1.7%
+$238,000 
VRT Vertiv Holdings Co
+1.63%
+$16,992 
WMB The Williams Companies, Inc.
+1.56%
+$16,030 
FISV Fiserv, Inc.
+1.53%
+$5,657.5 
NOW ServiceNow, Inc.
+1.49%
+$10,780 
AMZN Amazon.com Inc
+1.37%
+$31,434 
OVV Ovintiv Inc.
+1.31%
+$26,349.5 
MIAX Miami International Holdings, Inc.
+1.09%
+$305,352.6 
V Visa Inc. Class A
+1.04%
+$18,972 
ACN Accenture plc Class A
+0.95%
+$4,352 
NVDA NVIDIA Corporation
+0.87%
+$7,744 
CW Curtiss-Wright Corporation
+0.85%
+$14,448 
KGC Kinross Gold Corporation
+0.62%
+$23,842 
AROC Archrock Inc.
+0.59%
+$6,930 
SII Sprott Inc.
+0.59%
+$35,239.5 
LHX L3Harris Technologies, Inc.
+0.52%
+$11,028.36 
GIB CGI Inc.
+0.49%
+$4,324.85 
TJX The TJX Companies, Inc.
+0.49%
+$8,325 
WWD Woodward Inc.
+0.45%
+$5,289.6 
APH Amphenol Corporation
+0.24%
+$2,516 
C Citigroup Inc.
+0.15%
+$15,000 
HCA HCA Healthcare Inc.
+0.07%
+$306 
AEM Agnico Eagle Mines Limited
+0.07%
+$3,330 
07476E102
0%
$0 
ATS
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ELVA Electrovaya Inc.
-4.01%
-$151,240 
KKR KKR & Co. Inc.
-3.47%
-$700,000 
MS Morgan Stanley
-1.93%
-$1.04M 
RY Royal Bank of Canada
-1.89%
-$63,336 
KLAC KLA Corporation
-1.48%
-$37,740 
LRCX Lam Research Corporation
-1.4%
-$23,598.05 
SNPS Synopsys, Inc.
-1.07%
-$6,711.56 
BAC Bank of America Corporation
-1%
-$215,250 
CCJ Cameco Corporation
-0.89%
-$31,160 
ROL Rollins, Inc.
-0.89%
-$8,800 
STN Stantec Inc.
-0.82%
-$10,146 
PFE Pfizer Inc.
-0.78%
-$14,625 
RMD ResMed Inc.
-0.67%
-$5,320 
J Jacobs Solutions Inc.
-0.63%
-$9,130 
JPM JPMorgan Chase & Co.
-0.51%
-$7,093 
TMO Thermo Fisher Scientific Inc.
-0.5%
-$8,811 
MCK McKesson Corporation
-0.49%
-$8,998 
CACI Caci International Inc.
-0.46%
-$2,996 
EFXT Enerflex Ltd.
-0.43%
-$41,100 
HWM Howmet Aerospace Inc.
-0.42%
-$7,360 
MSI Motorola Solutions, Inc.
-0.37%
-$6,426 
WCN Waste Connections Inc.
-0.33%
-$2,856 
CAE CAE Inc.
-0.32%
-$5,288 Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 161/296 54% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $668,941.39 | Best Trade (Jul 20) $15.33M | Sharpe Ratio -14.64 |
| Average Loss -$162,092.86 | Worst Trade (Jul 20) -$6.01M | Z-Score -6.26 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $289,922.39 |
| 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% | 0.03% |
| Consecutive Losing Trades | 1,701 | 1,531 | 1,361 | 1,190 | 1,020 | 850 | 680 | 510 | 340 | 170 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Grant Patterson?
The largest contributions to the portfolio's profits come from the following stocks: KKR & Co. Inc - $12M, Celestica Inc - $6.3M, Stantec Inc - $5.8M, Agnico Eagle Mines Limited - $4.35M, and Tetra Tech, Inc - $2.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alibaba Group Holding Limited SP ADR - $776,800, Algonquin Power & Utilities Corp - $750,487.72, TFI International Inc - $517,564, S&P Global Inc - $479,208.35, and Broadridge Financial Solutions, Inc - $437,761. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Grant Patterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.58M earned over time. The largest contributors to dividend income include Bank of America Corporation - $1.25M, Cboe Global Markets Inc - $1.19M, Intercontinental Exchange, Inc - $803,269.4, KKR & Co. Inc - $578,307.5, and Manulife Financial Corporation - $278,040.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Grant Patterson's monthly returns?
Grant Patterson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Grant Patterson's strategy be considered aggressive or moderate?
Grant Patterson'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 Grant Patterson's strategy?
Grant Patterson'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.
