ERT
Edward R. Tedeschi Portfolio
Invests via Pb Investment Partners LP | Managed by Edward R. Tedeschi
Invests via Pb Investment Partners LP
Managed by Edward R. Tedeschi
Automatically Tracked
Edward R. Tedeschi Profile
Edward R. Tedeschi is a seasoned financial executive renowned for his strategic leadership in various investment arenas. With a substantial background in both private equity and asset management, he has navigated complex markets and fostered growth across multiple sectors. His tenure includes pivotal roles where he championed innovative solutions to enhance operational efficiencies and drive profitability. A graduate of notable institutions, Tedeschi possesses a deep understanding of capital market dynamics, making him a valuable resource for corporate boards looking to optimize performance during transitional periods.
Edward R. Tedeschi is a seasoned financial executive renowned for his strategic leadership in various investment arenas. With a substantial background in both private equity and asset management, he has navigated complex markets and fostered growth across multiple sectors. His tenure includes pivotal roles where he championed innovative solutions to enhance operational efficiencies and drive profitability. A graduate of notable institutions, Tedeschi possesses a deep understanding of capital market dynamics, making him a valuable resource for corporate boards looking to optimize performance during transitional periods.
Investment Philosophy & Strategy
Strategic leadership is essential in shaping market trajectories, and Edward R. Tedeschi exemplifies this approach through his vast investment acumen. His experience spans private equity and asset management, where he consistently seeks opportunities that leverage operational efficiencies and foster sustainable growth. By focusing on sectors ripe for transformation, he identifies potential catalysts for enhanced performance while maintaining a disciplined lens toward value creation. With a keen awareness of capital dynamics, Tedeschi remains dedicated to strategic initiatives that bolster corporate resilience amidst evolving economic landscapes.
Strategic leadership is essential in shaping market trajectories, and Edward R. Tedeschi exemplifies this approach through his vast investment acumen. His experience spans private equity and asset management, where he consistently seeks opportunities that leverage operational efficiencies and foster sustainable growth. By focusing on sectors ripe for transformation, he identifies potential catalysts for enhanced performance while maintaining a disciplined lens toward value creation. With a keen awareness of capital dynamics, Tedeschi remains dedicated to strategic initiatives that bolster corporate resilience amidst evolving economic landscapes.
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:
81.02%
Gain -1.41%
Monthly
0.42%
Yearly
5.19%
Drawdown
32.41%
$145.14M
Equity
Holdings
$145.14M
Investment
$123.99M
$30.2M
Profit -$1.85M
Realized
$9.05M
Unrealized
$21.15M
Dividends
$13.47M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.41%
Profit
-$1.85M
Win %
63%
This Week
Compared To Last Week
Gain
1.31%
Profit
$1.87M
Win %
63%
This Month
Compared to last month
Gain
4.12%
Profit
$5.74M
Win %
63%
This Year
Compared to last year
Gain
-4.22%
Profit
-$6.4M
Win %
63%
NICE NICE Ltd. Sponsored ADR
+4.14%
+$602,525.2 
NAVN Navan, Inc. Class A Common Stock
+2.88%
+$282,645 
HGV Hilton Grand Vacations Inc.
-3.87%
-$1.03M 
OMF OneMain Holdings, Inc.
-2.57%
-$294,056.43 
BLK BlackRock, Inc.
-2.09%
-$448,825.14 
APO Apollo Global Management Inc.
-1.84%
-$398,982.01 
COF Capital One Financial Corp.
-1.53%
-$421,691.61 
WLTH Wealthfront Corporation
-1.19%
-$97,454.92 
BAC Bank of America Corporation
-0.73%
-$42,279.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 130 | Longs Won 77/130 59% | Profit Factor 1.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.28M |
| Average Win $1M | Best Trade (Sep 30) $11.54M | Sharpe Ratio -8.94 |
| Average Loss -$884,724.34 | Worst Trade (Mar 31) -$14.22M | Z-Score 0.31 (24.56%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $232,271.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.14% | 1.01% | 5.64% | 25.73% |
| Consecutive Losing Trades | 164 | 148 | 131 | 115 | 98 | 82 | 66 | 49 | 33 | 16 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| APO Apollo Global Management Inc. | 189,091 | $22.16M | $21.31M | - | -$842,959.6 | -3.8% | -1.837% |
| BAC Bank of America Corporation | 112,745 | $3.95M | $5.72M | - | $1.76M | 44.64% | -0.734% |
| BLK BlackRock, Inc. | 18,882 | $19.79M | $21.03M | - | $1.24M | 6.25% | -2.09% |
| COF Capital One Financial Corp. | 135,158 | $18.44M | $27.07M | - | $8.64M | 46.85% | -1.534% |
| HGV Hilton Grand Vacations Inc. | 716,901 | $27.48M | $25.55M | - | -$1.92M | -7% | -3.87% |
| NAVN Navan, Inc. Class A Common Stock | 376,860 | $4.99M | $10.09M | - | $5.1M | 102.27% | +2.881% |
| NICE NICE Ltd. Sponsored ADR | 124,232 | $11.67M | $15.16M | - | $3.48M | 29.85% | +4.14% |
| OMF OneMain Holdings, Inc. | 200,052 | $8.82M | $11.13M | - | $2.31M | 26.13% | -2.574% |
| WLTH Wealthfront Corporation | 729,453 | $6.69M | $8.07M | - | $1.38M | 20.65% | -1.193% |
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 Edward R. Tedeschi?
The largest contributions to the portfolio's profits come from the following stocks: The Progressive Corporation - $20.19M, Apollo Global Management Inc - $17.85M, Capital One Financial Corp - $7.63M, OneMain Holdings, Inc - $5.51M, and Raymond James Financial, Inc - $3.33M. 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: Carvana Co. Class A Common Stock - $22.37M, Cardlytics, Inc - $14.67M, Global Business Travel Group Inc. Class A Common Stock - $1.03M, and Envestnet Inc - $6,135.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward R. Tedeschi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.47M earned over time. The largest contributors to dividend income include OneMain Holdings, Inc - $6.89M, Apollo Global Management Inc - $1.59M, Bank of America Corporation - $1.59M, Capital One Financial Corp - $1.4M, and Raymond James Financial, Inc - $860,887.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward R. Tedeschi's monthly returns?
Edward R. Tedeschi'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 Edward R. Tedeschi's strategy be considered aggressive or moderate?
Edward R. Tedeschi'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 Edward R. Tedeschi's strategy?
Edward R. Tedeschi'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.
