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:
3.86%
Gain
Monthly
0.12%
Yearly
1.5%
Drawdown
33.51%
$143.34M
Equity
Holdings
$143.34M
Investment
$94.51M
$52.86M
Profit -$612,670.62
Realized
$4.03M
Unrealized
$48.83M
Dividends
$3.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$612,670.62
Win %
100%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.49M
Win %
100%
This Month
Compared to last month
Gain
-1.4%
Profit
-$2.03M
Win %
100%
This Year
Compared to last year
Gain
16.98%
Profit
$20.81M
Win %
100%
XSHQ Invesco S&P SmallCap Quality ETF
+0.68%
+$2,121.6 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$1,162.45 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$2,067 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.38%
+$117,535.87 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$3,292.56 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$51,337.65 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$419,976.32 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$291,837.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$7,577.03 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.17%
-$48,583.68 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$22,670.08 Events
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Dividends
Dividend Analysis
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| Trades 118 | Longs Won 116/118 98% | Profit Factor 272.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.67M |
| Average Win $457,362.96 | Best Trade (Jul 16) $9.79M | Sharpe Ratio -8.65 |
| Average Loss -$97,221.89 | Worst Trade (Jun 30) -$192,675.66 | Z-Score 145.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $447,963.22 |
| 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% | 0.78% |
| Consecutive Losing Trades | 1,475 | 1,327 | 1,180 | 1,032 | 885 | 737 | 590 | 442 | 295 | 147 |
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Returns
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