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:
97.42%
Gain -0.94%
Monthly
1.18%
Yearly
15.13%
Drawdown
20.11%
$163.93M
Equity
Holdings
$163.93M
Investment
$139.73M
$87.31M
Profit -$922,398.17
Realized
$63.11M
Unrealized
$24.21M
Dividends
$7.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$922,398.17
Win %
63%
This Week
Compared To Last Week
Gain
-2.92%
Profit
-$4.92M
Win %
63%
This Month
Compared to last month
Gain
-2.48%
Profit
-$4.17M
Win %
63%
This Year
Compared to last year
Gain
6.02%
Profit
$9.31M
Win %
61%
VRT Vertiv Holdings Co
+4.65%
+$57,376 
AMAT Applied Materials, Inc.
+3.53%
+$35,288.02 
MIAX Miami International Holdings, Inc.
+3.46%
+$879,000 
ELVA Electrovaya Inc.
+3.35%
+$91,898.2 
BEPC Brookfield Renewable Corporation
+3.09%
+$30,576 
CVE Cenovus Energy Inc.
+2.98%
+$72,182 
EFXT Enerflex Ltd.
+2.07%
+$189,060 
DRS Leonardo DRS, Inc.
+1.18%
+$8,170 
AIT Applied Industrial Technologies Inc.
+0.6%
+$5,096 ATS
ATS
0%
$0 
NOW ServiceNow, Inc.
-5.32%
-$52,569.93 
ACN Accenture plc Class A
-4.17%
-$24,928 
GIB CGI Inc.
-4.1%
-$38,988.2 
RHP Ryman Hospitality Properties, Inc.
-2.12%
-$18,566.5 
NVDA NVIDIA Corporation
-2.09%
-$21,164 
ICE Intercontinental Exchange, Inc.
-1.89%
-$303,999 
LIN Linde plc
-1.88%
-$15,249.02 
MFC Manulife Financial Corporation
-1.85%
-$200,080 
RBA Rb Global Inc.
-1.77%
-$14,652 
KKR KKR & Co. Inc.
-1.66%
-$358,000 
V Visa Inc. Class A
-1.62%
-$30,957.04 
IBKR Interactive Brokers Group Inc.
-1.43%
-$18,348 
JPM JPMorgan Chase & Co.
-1.33%
-$19,516.04 
AAMI Acadian Asset Management Inc.
-1.28%
-$21,000 
EQX Equinox Gold Corp.
-1.21%
-$8,680 
AEM Agnico Eagle Mines Limited
-1.12%
-$6,855 
WCN Waste Connections Inc.
-1.1%
-$9,231 
J Jacobs Solutions Inc.
-1.06%
-$10,695 
CBOE Cboe Global Markets Inc.
-0.99%
-$326,150 
STN Stantec Inc.
-0.93%
-$6,392 
KRE SPDR S&P Regional Banking ETF
-0.9%
-$9,724 
AMZN Amazon.com Inc
-0.53%
-$12,648.09 
BAC Bank of America Corporation
-0.29%
-$66,672 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 315 | Longs Won 179/315 56% | Profit Factor 4.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $645,198.38 | Best Trade (Aug 27) $17.38M | Sharpe Ratio -10.36 |
| Average Loss -$207,202.55 | Worst Trade (Sep 14) -$5.28M | Z-Score -3 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $277,178.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.64% |
| Consecutive Losing Trades | 791 | 712 | 633 | 554 | 475 | 396 | 316 | 237 | 158 | 79 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 17,500 | $1.25M | $1.62M | - | $365,050 | 29.17% | -1.282% |
| ACN Accenture plc Class A | 3,200 | $789,120 | $572,576 | - | -$216,544 | -27.44% | -4.172% |
| AEM Agnico Eagle Mines Limited | 3,000 | $234,630 | $607,335 | - | $372,705 | 158.85% | -1.116% |
| AIT Applied Industrial Technologies Inc. | 2,600 | $879,189.97 | $851,578 | - | -$27,611.97 | -3.14% | +0.602% |
| AMAT Applied Materials, Inc. | 2,200 | $1.59M | $1.04M | - | -$554,950 | -34.89% | +3.528% |
| AMZN Amazon.com Inc | 9,300 | $1.07M | $2.39M | - | $1.32M | 122.98% | -0.526% |
| ATS ATS | 60,800 | $1,914.53 | $1,570.32 | - | -$344.21 | -17.98% | 0.0 |
| BAC Bank of America Corporation | 370,400 | $18.22M | $23.15M | - | $4.93M | 27.02% | -0.287% |
| BEPC Brookfield Renewable Corporation | 31,200 | $1.14M | $1.02M | - | -$121,680 | -10.65% | +3.087% |
| CBOE Cboe Global Markets Inc. | 110,000 | $15.44M | $32.5M | - | $17.05M | 110.41% | -0.994% |
| CVE Cenovus Energy Inc. | 74,800 | $1.98M | $2.49M | - | $509,014 | 25.65% | +2.981% |
| DRS Leonardo DRS, Inc. | 19,000 | $810,730 | $703,570 | - | -$107,160 | -13.22% | +1.175% |
| EFXT Enerflex Ltd. | 411,000 | $6.34M | $9.34M | - | $3M | 47.25% | +2.066% |
| ELVA Electrovaya Inc. | 398,000 | $2.34M | $2.84M | - | $493,878.2 | 21.07% | +3.346% |
| EQX Equinox Gold Corp. | 56,000 | $544,880 | $708,680 | - | $163,800 | 30.06% | -1.21% |
| GIB CGI Inc. | 12,910 | $1.03M | $911,833.3 | - | -$116,577.3 | -11.34% | -4.1% |
| IBKR Interactive Brokers Group Inc. | 13,900 | $649,931 | $1.27M | - | $619,139 | 95.26% | -1.425% |
| ICE Intercontinental Exchange, Inc. | 100,000 | $13.68M | $15.82M | - | $2.15M | 15.68% | -1.885% |
| J Jacobs Solutions Inc. | 6,900 | $913,974 | $998,292 | - | $84,318 | 9.23% | -1.06% |
| JPM JPMorgan Chase & Co. | 4,100 | $1.01M | $1.45M | - | $445,178 | 44.26% | -1.327% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $12.04M, Morgan Stanley - $11.37M, Agnico Eagle Mines Limited - $7.32M, Celestica Inc - $6.17M, and Stantec Inc - $5.64M. 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: Sprott Inc - $1.71M, GFL Environmental Inc - $1.3M, Kinross Gold Corporation - $1.1M, Alibaba Group Holding Limited SP ADR - $859,550, and Docebo Inc - $848,700. 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 $7.67M 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 - $617,307.5, 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
