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

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Tracking: 0 Updated: Jun 12 at 08:11 PM

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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.

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.

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:

96.07%

Gain +10.57%

Monthly

1.16%

Yearly

14.87%

Drawdown

13.95%

$301.01M

Equity

Holdings

$301.01M

Investment

$231.47M

$116.71M

Profit +$30.61M

Realized

$47.17M

Unrealized

$69.54M

Dividends

$7.34M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

10.57%

Profit

$30.61M

Win %

66%

This Week

Compared To Last Week

Gain

7.87%

Profit

$21.96M

Win %

66%

This Month

Compared to last month

Gain

7.96%

Profit

$22.19M

Win %

66%

This Year

Compared to last year

Gain

2.26%

Profit

$27.55M

Win %

68%

Gainers
Losers

KLAC KLA Corporation

+5.55%

+$1.61M

MIAX Miami International Holdings, Inc.

+4.89%

+$1.34M

AMTM Amentum Holdings, Inc.

+3.58%

+$9,218.51

AEM Agnico Eagle Mines Limited

+3.16%

+$184,630

KGC Kinross Gold Corporation

+2.82%

+$119,210

SII Sprott Inc.

+2.59%

+$171,900

JPM JPMorgan Chase & Co.

+2.3%

+$29,602.04

HCA HCA Healthcare Inc.

+2.3%

+$10,439.99

IBKR Interactive Brokers Group Inc.

+2.23%

+$27,522

CCJ Cameco Corporation

+2.01%

+$81,590

CLS Celestica Inc.

+1.89%

+$64,881

FIX Comfort Systems USA, Inc.

+1.87%

+$55,128.78

ACN Accenture plc Class A

+1.64%

+$8,768

VRT Vertiv Holdings Co

+1.63%

+$17,460

OVV Ovintiv Inc.

+1.59%

+$31,410

BAC Bank of America Corporation

+1.5%

+$290,500

AROC Archrock Inc.

+1.47%

+$16,695

FISV Fiserv, Inc.

+1.36%

+$5,256

C Citigroup Inc.

+1.27%

+$131,249.48

RMD ResMed Inc.

+1.22%

+$9,420

LRCX Lam Research Corporation

+1.19%

+$23,382.05

ICE Intercontinental Exchange, Inc.

+1.09%

+$151,500

V Visa Inc. Class A

+1.05%

+$17,034.06

KKR KKR & Co. Inc.

+0.99%

+$189,000

APH Amphenol Corporation

+0.95%

+$9,860

MS Morgan Stanley

+0.66%

+$350,000

WMB The Williams Companies, Inc.

+0.63%

+$6,300

CNI Canadian National Railway Company

+0.61%

+$7,776

J Jacobs Solutions Inc.

+0.56%

+$7,810

GOOGL Alphabet Inc

+0.53%

+$4,775

MSI Motorola Solutions, Inc.

+0.47%

+$8,148

WCN Waste Connections Inc.

+0.41%

+$3,213

STN Stantec Inc.

+0.35%

+$4,450

ROL Rollins, Inc.

+0.28%

+$2,860

PFE Pfizer Inc.

+0.15%

+$3,000

NVDA NVIDIA Corporation

+0.14%

+$1,214.4

RY Royal Bank of Canada

+0.12%

+$3,900

CW Curtiss-Wright Corporation

+0.1%

+$1,872

MSFT Microsoft Corp.

+0.1%

+$1,800

TJX The TJX Companies, Inc.

+0.05%

+$888

HWM Howmet Aerospace Inc.

+0.01%

+$95.94

07476E102

ATS

ENRFF Enerflex, Ltd.

ELVA Electrovaya Inc.

-3.16%

-$123,380

LHX L3Harris Technologies, Inc.

-1.43%

-$33,972

TMO Thermo Fisher Scientific Inc.

-1.32%

-$20,740.5

AMZN Amazon.com Inc

-1.23%

-$27,528

CACI Caci International Inc.

-1.17%

-$8,624

NOW ServiceNow, Inc.

-0.87%

-$6,300

CVE Cenovus Energy Inc.

-0.77%

-$63,976

CAE CAE Inc.

-0.69%

-$11,567.5

SNPS Synopsys, Inc.

-0.53%

-$3,914.4

CBOE Cboe Global Markets Inc.

-0.37%

-$130,978.82

GIB CGI Inc.

-0.36%

-$3,098.4

MCK McKesson Corporation

-0.36%

-$6,160

WWD Woodward Inc.

-0.35%

-$4,080

Events

Dividends

Dividend Analysis

No Data

Trades 296	Longs Won 164/296 55%	Profit Factor 6.88
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.24M
Average Win $832,783.81	Best Trade (Jun 12) $28.78M	Sharpe Ratio -17.87
Average Loss -$150,491.16	Worst Trade (Jun 11) -$7.01M	Z-Score -4.45 (100%)
Commissions $0	Avg. Trade Length 9m 4w 1d	Expectancy $394,296.32

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%	0.69%
Consecutive Losing Trades	2,000	1,800	1,600	1,400	1,200	1,000	800	600	400	200