DH
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:
20.89%
Gain -1.58%
Monthly
1.12%
Yearly
14.27%
Drawdown
17.71%
$209.93M
Equity
Holdings
$209.93M
Investment
$192.61M
$34.94M
Profit -$3.2M
Realized
$17.62M
Unrealized
$17.32M
Dividends
$2.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.58%
Profit
-$3.2M
Win %
47%
This Week
Compared To Last Week
Gain
0.43%
Profit
$893,290.7
Win %
47%
This Month
Compared to last month
Gain
0.43%
Profit
$893,290.7
Win %
47%
This Year
Compared to last year
Gain
-11.75%
Profit
-$37.87M
Win %
50%
TW Tradeweb Markets Inc.
+2.5%
+$170,566.55 
RMD ResMed Inc.
+2.01%
+$134,062.4 
IDXX IDEXX Laboratories, Inc.
+1.8%
+$58,469 
ROL Rollins, Inc.
+1.69%
+$28,120 
ORLY O'Reilly Automotive Inc.
+1.36%
+$13,937.04 
AZO AutoZone Inc.
+1.12%
+$10,512.14 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$8,841 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$442.12 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$400.26 
FICO Fair Isaac Corporation
-6.06%
-$390,885 
NVDA NVIDIA Corporation
-3.55%
-$865,885.68 
INTU Intuit Inc.
-3.32%
-$98,333 
CHKP Check Point Software Technologies Ltd.
-3.13%
-$31,362.16 
MSFT Microsoft Corp.
-3.11%
-$533,268.96 
MSCI MSCI Inc.
-2.62%
-$130,845 
ADBE Adobe Inc.
-2.24%
-$309,648.37 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$247,230.2 
FTNT Fortinet Inc.
-1.6%
-$342,198.78 
QLYS Qualys, Inc.
-1.6%
-$73,565.64 
AAPL Apple Inc.
-1.57%
-$23,099.44 
ADP Automatic Data Processing Inc.
-1.48%
-$56,276.01 
BKNG Booking Holdings Inc.
-1.45%
-$57,044.25 
MA Mastercard Incorporated
-1.2%
-$180,299.79 
V Visa Inc. Class A
-1.16%
-$36,064 
MCO Moody's Corporation
-1.14%
-$13,649.7 
GOOGL Alphabet Inc
-0.79%
-$32,486.74 
AVGO Broadcom Inc.
-0.49%
-$35,100 
ANET Arista Networks, Inc.
-0.47%
-$68,309 
APH Amphenol Corporation
-0.47%
-$84,329.2 
VFLO VictoryShares Free Cash Flow ETF
-0.44%
-$4,593.54 
VRSK Verisk Analytics Inc.
-0.42%
-$4,050 
QQQ Invesco QQQ Trust
-0.26%
-$3,412.5 
DPZ Domino's Pizza Inc.
-0.25%
-$6,080 
VRSN Verisign Inc.
-0.16%
-$1,927 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 64/169 37% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $1.01M | Best Trade (Jun 02) $7.14M | Sharpe Ratio -9.58 |
| Average Loss -$283,251.29 | Worst Trade (May 15) -$3.38M | Z-Score -1.97 (98.12%) |
| Commissions $0 | Avg. Trade Length 5m 4w 1d | Expectancy $206,738.11 |
| 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% | 0.04% |
| Consecutive Losing Trades | 741 | 667 | 593 | 519 | 445 | 371 | 297 | 222 | 148 | 74 |
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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