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
Automatically Tracked
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:
20.96%
Gain
Monthly
0.63%
Yearly
7.78%
Drawdown
17.59%
$873.02M
Equity
Holdings
$873.02M
Investment
$690.8M
$372.9M
Profit -$877,616
Realized
$190.69M
Unrealized
$182.21M
Dividends
$30.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$877,616
Win %
100%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$2.42M
Win %
100%
This Month
Compared to last month
Gain
0.71%
Profit
$6.16M
Win %
100%
This Year
Compared to last year
Gain
14.54%
Profit
$110.81M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 103 | Longs Won 75/103 72% | Profit Factor 25.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.24M |
| Average Win $5.18M | Best Trade (Jul 16) $83.26M | Sharpe Ratio -124.85 |
| Average Loss -$546,725.1 | Worst Trade (Mar 31) -$2.99M | Z-Score 0.68 (50.53%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $3.62M |
| 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% | 0.53% |
| Consecutive Losing Trades | 1,597 | 1,438 | 1,278 | 1,118 | 958 | 799 | 639 | 479 | 319 | 160 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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