Kevin M. Fox Portfolio
Invests via Fox Financial, Inc | Managed by Kevin M. Fox
Invests via Fox Financial, Inc
Managed by Kevin M. Fox
Automatically Tracked
Kevin M. Fox Profile
Senior private equity executive focused on industrials and business services, with multi-decade experience in operational turnarounds, M&A and portfolio management. Kevin M. Fox has led buyouts, carve-outs and growth investments while serving as CEO and board member of several middle-market companies. Known for hands-on operational improvements, capital allocation discipline and exit planning, offers strategic sourcing and EBITDA expansion expertise to investors.
Senior private equity executive focused on industrials and business services, with multi-decade experience in operational turnarounds, M&A and portfolio management. Kevin M. Fox has led buyouts, carve-outs and growth investments while serving as CEO and board member of several middle-market companies. Known for hands-on operational improvements, capital allocation discipline and exit planning, offers strategic sourcing and EBITDA expansion expertise to investors.
Investment Philosophy & Strategy
Emphasizes control-oriented private equity investing in industrials and business services, favoring buyouts, carve-outs and growth investments where operational intervention can drive EBITDA expansion. Deploys capital with strict allocation and leverage discipline, prioritizing cash-flow conversion, margin improvement and strategic bolt-on M&A. Time horizon is exit-focused (3–7 years) with active CEO/board engagement, hands-on turnaround playbooks, rigorous KPI-driven risk management and a sourcing edge rooted in sector relationships and operational credibility.
Emphasizes control-oriented private equity investing in industrials and business services, favoring buyouts, carve-outs and growth investments where operational intervention can drive EBITDA expansion. Deploys capital with strict allocation and leverage discipline, prioritizing cash-flow conversion, margin improvement and strategic bolt-on M&A. Time horizon is exit-focused (3–7 years) with active CEO/board engagement, hands-on turnaround playbooks, rigorous KPI-driven risk management and a sourcing edge rooted in sector relationships and operational credibility.
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:
53.81%
Gain -1.36%
Monthly
1.29%
Yearly
16.68%
Drawdown
18.73%
$141.76M
Equity
Holdings
$141.76M
Investment
$93.57M
$53.06M
Profit -$1.92M
Realized
$4.87M
Unrealized
$48.19M
Dividends
$3.94M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.36%
Profit
-$1.92M
Win %
97%
This Week
Compared To Last Week
Gain
-2.63%
Profit
-$3.82M
Win %
97%
This Month
Compared to last month
Gain
-0.66%
Profit
-$944,694.42
Win %
97%
This Year
Compared to last year
Gain
-1.27%
Profit
-$1.83M
Win %
98%
No Data
XLK State Street Technology Select Sector SPDR ETF
-2.68%
-$493,823.07 
QQQ Invesco QQQ Trust, Series 1
-2.29%
-$503,877.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.84%
-$12,466.16 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.49%
-$355,761.01 
IWR iShares Russell Mid-Cap ETF
-1.21%
-$208,352.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.2%
-$2,297.6 
IJH iShares Core S&P Mid-Cap ETF
-1.08%
-$2,557.23 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.08%
-$303,123.08 
XSHQ Invesco S&P SmallCap Quality ETF
-0.98%
-$2,844 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.82%
-$7,700.35 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.7%
-$3,734.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.08%
-$24,952.88 Events
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Dividends
Dividend Analysis
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| Trades 130 | Longs Won 127/130 97% | Profit Factor 250.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $419,481.1 | Best Trade (Oct 14) $10.47M | Sharpe Ratio -240.43 |
| Average Loss -$70,761.93 | Worst Trade (Jun 30) -$192,675.66 | Z-Score 88.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $408,167.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.9% |
| Consecutive Losing Trades | 2,004 | 1,804 | 1,603 | 1,403 | 1,202 | 1,002 | 802 | 601 | 401 | 200 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 5,335 | $391,932.28 | $526,991.3 | - | $135,059.02 | 34.46% | -0.704% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 311,911 | $21.48M | $31.1M | - | $9.62M | 44.79% | -0.08% |
| IJH iShares Core S&P Mid-Cap ETF | 3,237 | $179,426.91 | $233,840.88 | - | $54,413.97 | 30.33% | -1.082% |
| IWR iShares Russell Mid-Cap ETF | 157,843 | $12.55M | $17.09M | - | $4.54M | 36.14% | -1.205% |
| OMFL Invesco Russell 1000 Dynamic Multifactor ETF | 13,163 | $678,184.66 | $933,849.03 | - | $255,664.37 | 37.7% | -0.818% |
| QQQ Invesco QQQ Trust, Series 1 | 30,272 | $12.43M | $21.53M | - | $9.11M | 73.28% | -2.286% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 281,234 | $17.92M | $23.45M | - | $5.53M | 30.84% | -1.494% |
| SPSM SPDR Portfolio S&P 600 Small Cap ETF | 3,590 | $207,035 | $189,193 | - | -$17,842 | -8.62% | -1.2% |
| SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 301,615 | $17.71M | $27.82M | - | $10.11M | 57.06% | -1.078% |
| SPYG SPDR Portfolio S&P 500 Growth ETF | 5,516 | $360,541.72 | $664,181.56 | - | $303,639.84 | 84.22% | -1.842% |
| XLK State Street Technology Select Sector SPDR ETF | 97,401 | $9.41M | $17.93M | - | $8.52M | 90.56% | -2.68% |
| XSHQ Invesco S&P SmallCap Quality ETF | 6,320 | $251,553.75 | $286,675.2 | - | $35,121.45 | 13.96% | -0.982% |
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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 Kevin M. Fox?
The largest contributions to the portfolio's profits come from the following stocks: State Street Technology Select Sector SPDR ETF - $2.14M, Invesco QQQ Trust, Series 1 - $1.94M, WisdomTree U.S. LargeCap Dividend Fund - $1.44M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.31M, and iShares U.S. Small-Cap Equity Factor ETF - $570,010.01. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kevin M. Fox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.94M earned over time. The largest contributors to dividend income include WisdomTree U.S. LargeCap Dividend Fund - $1.31M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $807,485.4, iShares Russell Mid-Cap ETF - $483,827.73, iShares U.S. Small-Cap Equity Factor ETF - $454,366.94, and Invesco QQQ Trust, Series 1 - $282,597.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin M. Fox's monthly returns?
Kevin M. Fox's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin M. Fox's strategy be considered aggressive or moderate?
Kevin M. Fox'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 Kevin M. Fox's strategy?
Kevin M. Fox's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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