Senior investor and corporate executive focused on M&A, restructuring and growth strategies across middle-market companies. Bruce G ALLEN brings decades of operational and investment experience, leading deal sourcing, portfolio optimization and exit execution for strategic and financial buyers. Regularly engages in board governance, capital markets interaction and cross-border transactions; sector experience includes industrials, business services and technology-enabled businesses.
Senior investor and corporate executive focused on M&A, restructuring and growth strategies across middle-market companies. Bruce G ALLEN brings decades of operational and investment experience, leading deal sourcing, portfolio optimization and exit execution for strategic and financial buyers. Regularly engages in board governance, capital markets interaction and cross-border transactions; sector experience includes industrials, business services and technology-enabled businesses.
Applies a pragmatic, value-oriented approach focused on middle-market M&A, carve-outs and operational turnarounds, prioritizing cash-flow improvement and strategic fit. Deploys capital selectively into industrials, business services and tech-enabled companies where governance, restructuring levers and commercial scaling can drive multiple expansion. Emphasizes active board oversight, rigorous due diligence, staged capital allocation and clear exit pathways over a 3–7 year horizon. Risk discipline centers on downside protection, operational KPIs and alignment with strategic or financial buyers.
Applies a pragmatic, value-oriented approach focused on middle-market M&A, carve-outs and operational turnarounds, prioritizing cash-flow improvement and strategic fit. Deploys capital selectively into industrials, business services and tech-enabled companies where governance, restructuring levers and commercial scaling can drive multiple expansion. Emphasizes active board oversight, rigorous due diligence, staged capital allocation and clear exit pathways over a 3–7 year horizon. Risk discipline centers on downside protection, operational KPIs and alignment with strategic or financial buyers.
| Trades 7649 | Longs Won 4881/7649 63% | Profit Factor 20.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $126,912.13 |
| Average Win $12,829.86 | Best Trade (Aug 26) $8.25M | Sharpe Ratio -185.33 |
| Average Loss -$1,116.94 | Worst Trade (Dec 31) -$81,616.8 | Z-Score 21.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $7,782.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 578 | $80,087.66 | $79,977.86 | - | -$109.8 | -0.14% | -0.245% |
AA Alcoa Corporation | 8 | $268.62 | $362.08 | - | $93.46 | 34.79% | +0.645% |
AAL American Airlines Group Inc. | 20 | $306.58 | $305.4 | - | -$1.18 | -0.38% | -1.037% |
AAPL Apple Inc. | 8,454 | $1.66M | $2.61M | - | $951,922.56 | 57.36% | -7.354% |
ABBV AbbVie Inc. | 2,561 | $444,214.35 | $642,657.34 | - | $198,442.99 | 44.67% | -2.513% |
ABG Asbury Automotive Group Inc. | 2 | $391 | $463.4 | - | $72.4 | 18.52% | -0.618% |
ABM ABM Industries Inc. | 18 | $834.56 | $862.38 | - | $27.82 | 3.33% | +0.651% |
ABT Abbott Laboratories | 1,850 | $204,220.42 | $195,545 | - | -$8,675.42 | -4.25% | +0.085% |
ACGL Arch Capital Group Ltd | 89 | $8,507.65 | $8,947.17 | - | $439.52 | 5.17% | -0.603% |
ACI Albertsons Companies, Inc. | 108 | $1,705.95 | $1,250.64 | - | -$455.31 | -26.69% | -0.172% |
ACLS Axcelis Technologies, Inc. | 8 | $698.29 | $1,043.04 | - | $344.75 | 49.37% | +4.129% |
ACM Aecom | 3 | $277.29 | $217.17 | - | -$60.12 | -21.68% | +0.878% |
ACN Accenture plc Class A | 151 | $44,405.87 | $25,053.92 | - | -$19,351.95 | -43.58% | +1.611% |
ADBE Adobe Inc. | 510 | $135,391.28 | $127,709.1 | - | -$7,682.18 | -5.67% | +1.013% |
ADC Agree Realty Corporation | 8 | $504 | $622.4 | - | $118.4 | 23.49% | -0.778% |
ADEA Adeia Inc. | 69 | $840.29 | $1,838.85 | - | $998.56 | 118.84% | +4.921% |
ADI Analog Devices, Inc. | 387 | $78,468.9 | $142,187.67 | - | $63,718.77 | 81.2% | +0.202% |
ADM Archer-Daniels-Midland Co | 348 | $18,573.23 | $27,585.96 | - | $9,012.73 | 48.53% | -1.662% |
ADNT Adient plc | 29 | $411.5 | $610.16 | - | $198.66 | 48.28% | -3.839% |
ADP Automatic Data Processing Inc. | 353 | $83,619.2 | $94,060.38 | - | $10,441.18 | 12.49% | +0.982% |