GCM
Gerald C. McNamara Portfolio
Invests via Freedom Together Foundation | Managed by Gerald C. McNamara, William W. Ribbecke
Invests via Freedom Together Foundation
Managed by Gerald C. McNamara, William W. Ribbecke
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Gerald C. McNamara Profile
Veteran corporate executive and investor focused on operational turnarounds, strategic M&A and board-level governance across industrial and services sectors. Gerald C. McNamara combines senior finance and operating experience with a history of advising private equity and family‑owned businesses on capital structure, value creation and exit planning. Known for pragmatic portfolio oversight, cost optimization and stakeholder alignment.
Veteran corporate executive and investor focused on operational turnarounds, strategic M&A and board-level governance across industrial and services sectors. Gerald C. McNamara combines senior finance and operating experience with a history of advising private equity and family‑owned businesses on capital structure, value creation and exit planning. Known for pragmatic portfolio oversight, cost optimization and stakeholder alignment.
Investment Philosophy & Strategy
Operates a pragmatic, value‑oriented investment approach centered on operational turnarounds, strategic M&A and disciplined capital‑structure improvement. Focuses on control or influential minority stakes in industrial and services businesses where governance, cost optimization and operational cadence can unlock cash flow and EBITDA expansion. Prefers medium-term horizons with active board engagement, rigorous due diligence, clear KPI-driven performance plans and conservative leverage. Capital allocation favors transformational investments with measurable margin improvement, aligned management incentives and defined exit pathways via sale or recapitalization.
Operates a pragmatic, value‑oriented investment approach centered on operational turnarounds, strategic M&A and disciplined capital‑structure improvement. Focuses on control or influential minority stakes in industrial and services businesses where governance, cost optimization and operational cadence can unlock cash flow and EBITDA expansion. Prefers medium-term horizons with active board engagement, rigorous due diligence, clear KPI-driven performance plans and conservative leverage. Capital allocation favors transformational investments with measurable margin improvement, aligned management incentives and defined exit pathways via sale or recapitalization.
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:
48.3%
Gain -0.65%
Monthly
1.18%
Yearly
15.16%
Drawdown
16.49%
$884.06M
Equity
Holdings
$884.06M
Investment
$690.8M
$383.91M
Profit -$6.45M
Realized
$190.65M
Unrealized
$193.26M
Dividends
$32.5M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$6.45M
Win %
100%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$10.04M
Win %
100%
This Month
Compared to last month
Gain
1.03%
Profit
$8.99M
Win %
100%
This Year
Compared to last year
Gain
1.98%
Profit
$17.2M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 103 | Longs Won 77/103 74% | Profit Factor 25.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.95M |
| Average Win $5.19M | Best Trade (Oct 14) $95.43M | Sharpe Ratio -294.17 |
| Average Loss -$597,106.66 | Worst Trade (Mar 31) -$2.99M | Z-Score 0.95 (66.01%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $3.73M |
| 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% | 0.8% |
| Consecutive Losing Trades | 1,481 | 1,333 | 1,185 | 1,037 | 889 | 741 | 593 | 444 | 296 | 148 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Gerald C. McNamara?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $47.94M, Eli Lilly and Company - $40.7M, Apple Inc - $39.4M, Oracle Corporation - $20.21M, and JPMorgan Chase & Co - $15.91M. 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: Comcast Corp - $2.8M, Mondelez International, Inc - $1.23M, Keysight Technologies, Inc - $746,762.16, and Warner Bros. Discovery, Inc - $216,470.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gerald C. McNamara's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.5M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $15.63M, Invesco S&P 500 Equal Weight ETF - $4.4M, Texas Instruments Inc - $1.5M, UnitedHealth Group Incorporated - $1.5M, and Automatic Data Processing Inc - $1.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gerald C. McNamara's monthly returns?
Gerald C. McNamara's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Gerald C. McNamara's strategy be considered aggressive or moderate?
Gerald C. McNamara's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Gerald C. McNamara's strategy?
Gerald C. McNamara'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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