AM
Andrea Morrall Portfolio
Invests via Alfreton Capital LLP | Managed by Daniel Jonathan Abrahams, Charles McLaughlin Stone, David Cockburn
Invests via Alfreton Capital LLP
Managed by Daniel Jonathan Abrahams, Charles McLaughlin Stone, David Cockburn
Automatically Tracked
Andrea Morrall Profile
Andrea Morrall has established herself as a leader in the financial services sector, demonstrating a solid track record in corporate finance and operational management. With experience in leading growth strategies within diverse environments, she effectively navigates complex market dynamics to enhance organizational value. Her previous roles have included executive positions where she championed transformational initiatives, making her insights valuable to investors seeking opportunities for sustainable development. Beyond her professional endeavors, Morrall’s strategic approach has earned recognition for fostering long-term partnerships across multiple sectors.
Andrea Morrall has established herself as a leader in the financial services sector, demonstrating a solid track record in corporate finance and operational management. With experience in leading growth strategies within diverse environments, she effectively navigates complex market dynamics to enhance organizational value. Her previous roles have included executive positions where she championed transformational initiatives, making her insights valuable to investors seeking opportunities for sustainable development. Beyond her professional endeavors, Morrall’s strategic approach has earned recognition for fostering long-term partnerships across multiple sectors.
Investment Philosophy & Strategy
Growth-oriented initiatives define Andrea Morrall's investment approach, blending her extensive experience in corporate finance with an acute awareness of market dynamics. She emphasizes leveraging operational strengths to unlock value creation and seize emerging opportunities. By adopting a strategic lens towards investment decision-making, she navigates complexities that others may overlook, positioning assets for robust performance. Her track record showcases a commitment to fostering enduring partnerships across sectors, enhancing collaboration while driving sustainable business growth.
Growth-oriented initiatives define Andrea Morrall's investment approach, blending her extensive experience in corporate finance with an acute awareness of market dynamics. She emphasizes leveraging operational strengths to unlock value creation and seize emerging opportunities. By adopting a strategic lens towards investment decision-making, she navigates complexities that others may overlook, positioning assets for robust performance. Her track record showcases a commitment to fostering enduring partnerships across sectors, enhancing collaboration while driving sustainable business growth.
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:
80.37%
Gain +1.76%
Monthly
0.66%
Yearly
8.23%
Drawdown
39.54%
$470.53M
Equity
Holdings
$470.53M
Investment
$411.66M
$105.04M
Profit +$5.35M
Realized
$46.17M
Unrealized
$58.87M
Dividends
$1.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.76%
Profit
$5.35M
Win %
71%
This Week
Compared To Last Week
Gain
2.91%
Profit
$13.31M
Win %
71%
This Month
Compared to last month
Gain
8.01%
Profit
$34.87M
Win %
71%
This Year
Compared to last year
Gain
18.85%
Profit
$74.64M
Win %
66%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 59 | Longs Won 31/59 52% | Profit Factor 2.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.23M |
| Average Win $5.1M | Best Trade (Mar 30) $27.66M | Sharpe Ratio -8.07 |
| Average Loss -$1.9M | Worst Trade (Jun 30) -$19.02M | Z-Score -0.77 (55.86%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $1.78M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.51% |
| Consecutive Losing Trades | 248 | 223 | 199 | 174 | 149 | 124 | 99 | 74 | 50 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 CACC Credit Acceptance Corporation | 90,000 | $41.37M | $48.49M | - | $7.13M | 17.23% | +1.225% |
 CCC CCC Intelligent Solutions Holdings Inc. | 9.5M | $80.47M | $72.39M | - | -$8.08M | -10.04% | -0.262% |
 SPGI S&P Global Inc. | 95,000 | $40.41M | $39.16M | - | -$1.24M | -3.08% | +0.901% |
 V Visa Inc. Class A | 336,000 | $107.52M | $133.64M | - | $26.13M | 24.3% | +1.615% |
 VEEV Veeva Systems Inc. | 300,000 | $57.45M | $90.77M | - | $33.31M | 57.98% | +1.752% |
 WSE Wise Plc | 7.09M | $84.44M | $86.07M | - | $1.63M | 1.93% | +1.082% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Andrea Morrall?
The largest contributions to the portfolio's profits come from the following stocks: Cloudflare Inc - $48.62M, Alphabet Inc - $7.59M, Credit Acceptance Corporation - $1.59M, Visa Inc. Class A - $1.08M, and S&P Global Inc - $184,300. 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: CCC Intelligent Solutions Holdings Inc - $8.07M, Procore Technologies Inc - $2.64M, and Ferroglobe PLC - $496,842. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrea Morrall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.69M earned over time. The largest contributors to dividend income include Visa Inc. Class A - $1.08M, Alphabet Inc - $413,500, S&P Global Inc - $184,300, and Ferroglobe PLC - $8,905. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrea Morrall's monthly returns?
Andrea Morrall's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Andrea Morrall's strategy be considered aggressive or moderate?
Andrea Morrall's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Andrea Morrall's strategy?
Andrea Morrall's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
