Duncan Harvey Portfolio
Invests via Nutshell Asset Management Ltd | Managed by Mark Ellis
Invests via Nutshell Asset Management Ltd
Managed by Mark Ellis
Automatically Tracked
Duncan Harvey Profile
Senior investment professional focused on growth and turnaround investments across technology, consumer and industrial sectors, with operational and corporate development experience. Duncan Harvey brings experience in deal sourcing, due diligence, portfolio strategy and board-level value creation, having led transactions across private equity, growth equity and strategic corporate roles. Markets-focused profile: capital deployment, active governance, exit planning and cross-border M&A expertise.
Senior investment professional focused on growth and turnaround investments across technology, consumer and industrial sectors, with operational and corporate development experience. Duncan Harvey brings experience in deal sourcing, due diligence, portfolio strategy and board-level value creation, having led transactions across private equity, growth equity and strategic corporate roles. Markets-focused profile: capital deployment, active governance, exit planning and cross-border M&A expertise.
Investment Philosophy & Strategy
Prefer growth and turnaround-oriented private investments in technology, consumer and industrial businesses where active governance and operational intervention can drive value. Employs a markets-led, cross-border approach blending rigorous due diligence with hands-on portfolio transformation, capital structuring and exit planning. Targets scalable revenue trajectories, margin expansion and strategic M&A optionality; horizon is multi-year with disciplined downside protection via staged capital, covenants and board-level controls to accelerate value realization.
Prefer growth and turnaround-oriented private investments in technology, consumer and industrial businesses where active governance and operational intervention can drive value. Employs a markets-led, cross-border approach blending rigorous due diligence with hands-on portfolio transformation, capital structuring and exit planning. Targets scalable revenue trajectories, margin expansion and strategic M&A optionality; horizon is multi-year with disciplined downside protection via staged capital, covenants and board-level controls to accelerate value realization.
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:
9.28%
Gain
Monthly
0.48%
Yearly
5.93%
Drawdown
18.84%
$204.17M
Equity
Holdings
$204.17M
Investment
$185.68M
$32.25M
Profit +$373,307.18
Realized
$13.76M
Unrealized
$18.49M
Dividends
$3.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$373,307.18
Win %
54%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.53M
Win %
54%
This Month
Compared to last month
Gain
4.08%
Profit
$8M
Win %
54%
This Year
Compared to last year
Gain
17.16%
Profit
$29.9M
Win %
52%
DPZ Domino's Pizza Inc.
+5.73%
+$142,468 
INTU Intuit Inc.
+5.45%
+$140,110.74 
VRSK Verisk Analytics Inc.
+5.39%
+$55,836 
ADBE Adobe Inc.
+4.54%
+$537,532.69 
ORLY O'Reilly Automotive Inc.
+4.01%
+$39,526.4 
ROL Rollins, Inc.
+3.93%
+$63,640 
IDXX IDEXX Laboratories, Inc.
+3.68%
+$121,009.18 
ADP Automatic Data Processing Inc.
+3.6%
+$146,350.44 
FICO Fair Isaac Corporation
+3.03%
+$188,387 
CHKP Check Point Software Technologies Ltd.
+2.8%
+$26,504.24 
AZO AutoZone Inc.
+2.63%
+$24,166.89 
VRSN Verisign Inc.
+2.5%
+$27,675 
MA Mastercard Incorporated
+2.43%
+$410,059 
MCO Moody's Corporation
+2.16%
+$28,640.73 
MSFT Microsoft Corp.
+2.13%
+$327,105.7 
MSCI MSCI Inc.
+1.99%
+$98,332 
V Visa Inc. Class A
+1.96%
+$68,314.82 
RMD ResMed Inc.
+1.71%
+$123,862 
AAPL Apple Inc.
+1.36%
+$20,808.2 
VFLO VictoryShares Free Cash Flow ETF
+0.94%
+$9,733.93 
TW Tradeweb Markets Inc.
+0.91%
+$64,049.48 
BKNG Booking Holdings Inc.
+0.75%
+$32,278.12 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$3,885.02 
QLYS Qualys, Inc.
+0.04%
+$2,934.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$110.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-4.51%
-$266,850.15 
GOOGL Alphabet Inc
-2.97%
-$124,949.11 
NVDA NVIDIA Corporation
-2.61%
-$606,338.63 
ANET Arista Networks, Inc.
-2.59%
-$367,058 
APH Amphenol Corporation
-2.41%
-$463,206.22 
FTNT Fortinet Inc.
-1.76%
-$415,527.09 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$19,934.78 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$200.13 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 65/169 38% | Profit Factor 2.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $908,918.68 | Best Trade (Jul 15) $9.18M | Sharpe Ratio -10.78 |
| Average Loss -$257,982.01 | Worst Trade (Jul 15) -$3.75M | Z-Score -0.08 (6.5%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $190,825.95 |
| 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% | 0.12% |
| Consecutive Losing Trades | 791 | 712 | 633 | 554 | 475 | 396 | 316 | 237 | 158 | 79 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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