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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:
61.05%
Gain +2.13%
Monthly
0.07%
Yearly
0.84%
Drawdown
39.49%
$127.85M
Equity
Holdings
$127.85M
Investment
$103.46M
$24.62M
Profit +$2.83M
Realized
$236,434.92
Unrealized
$24.39M
Dividends
$12.18M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.13%
Profit
$2.83M
Win %
77%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$420,337.11
Win %
77%
This Month
Compared to last month
Gain
-1.39%
Profit
-$1.81M
Win %
77%
This Year
Compared to last year
Gain
-7.82%
Profit
-$10.71M
Win %
81%
NAVN Navan, Inc.
+9.54%
+$773,640.36 
OMF OneMain Holdings Inc.
+3.92%
+$428,111.28 
COF Capital One Financial Corporation
+2.45%
+$579,859.35 
HGV Hilton Grand Vacations Inc.
+2.37%
+$845,943.18 
BAC Bank of America Corporation
+1.01%
+$62,009.75 
BLK BlackRock, Inc.
+0.7%
+$133,401.52 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$20,800.01 
GBTG Global Business Travel Group, Inc.
+0.21%
+$18,619.22 
Events
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Dividends
Dividend Analysis
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| Trades 126 | Longs Won 81/126 64% | Profit Factor 1.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $861,058.09 | Best Trade (Sep 30) $9.2M | Sharpe Ratio -8.91 |
| Average Loss -$1M | Worst Trade (Mar 31) -$14.22M | Z-Score -0.07 (5.55%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $195,431.63 |
| 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% | 0.04% | 0.33% | 1.87% | 8.29% | 30.86% |
| Consecutive Losing Trades | 128 | 115 | 102 | 89 | 77 | 64 | 51 | 38 | 26 | 13 |
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Returns
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