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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:
81.65%
Gain -0.06%
Monthly
0.59%
Yearly
7.35%
Drawdown
32.72%
$157.09M
Equity
Holdings
$157.09M
Investment
$123.99M
$42.15M
Profit -$146,203.35
Realized
$9.05M
Unrealized
$33.1M
Dividends
$13.32M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$146,203.35
Win %
87%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.31M
Win %
87%
This Month
Compared to last month
Gain
-0.42%
Profit
-$663,544.64
Win %
87%
This Year
Compared to last year
Gain
3.67%
Profit
$5.55M
Win %
80%
Events
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Dividends
Dividend Analysis
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| Trades 130 | Longs Won 85/130 65% | Profit Factor 1.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.32M |
| Average Win $1.02M | Best Trade (Sep 30) $11.54M | Sharpe Ratio -8.79 |
| Average Loss -$984,649.89 | Worst Trade (Mar 31) -$14.22M | Z-Score 2.07 (96.19%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $324,236.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.13% | 1.53% | 13.91% |
| Consecutive Losing Trades | 160 | 144 | 128 | 112 | 96 | 80 | 64 | 48 | 32 | 16 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 APO Apollo Global Management, Inc. | 189,091 | $22.16M | $25.29M | - | $3.13M | 14.13% | -0.565% |
 BAC Bank of America Corporation | 112,745 | $3.95M | $7.08M | - | $3.13M | 79.07% | -0.42% |
 BLK BlackRock, Inc. | 18,882 | $19.79M | $21.22M | - | $1.44M | 7.26% | -0.187% |
 COF Capital One Financial Corporation | 135,158 | $18.44M | $29.71M | - | $11.27M | 61.14% | -0.317% |
 HGV Hilton Grand Vacations Inc. | 716,901 | $27.48M | $30.22M | - | $2.75M | 10% | +0.717% |
 NAVN Navan, Inc. | 376,860 | $4.99M | $10.56M | - | $5.57M | 111.71% | +1.155% |
 NICE Nice Ltd. Sponsored ADR | 124,232 | $11.67M | $13.17M | - | $1.5M | 12.87% | -2.09% |
 OMF OneMain Holdings Inc. | 200,052 | $8.82M | $12.97M | - | $4.14M | 46.95% | +0.379% |
 WLTH Wealthfront Corporation | 729,453 | $6.69M | $6.86M | - | $173,462.88 | 2.59% | +0.857% |
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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: Progressive Corporation - $20.19M, Apollo Global Management, Inc - $17.85M, Capital One Financial Corporation - $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 - $22.37M, Cardlytics, Inc - $14.67M, Global Business Travel Group, Inc - $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 $13.32M 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 - $1.55M, Capital One Financial Corporation - $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.
