DS
David Sreter Portfolio
Invests via WARBURG P Inc.US LLC | Managed by David Sreter
Invests via WARBURG P Inc.US LLC
Managed by David Sreter
Automatically Tracked
David Sreter Profile
With a rich career in finance and investment, David Sreter has established himself as an influential figure within the capital markets landscape. His experience spans over two decades across various sectors, where he has played pivotal roles in both operational leadership and strategic advisory capacities. He is particularly known for his ability to navigate complex market dynamics while fostering growth opportunities. Through his insightful approach to identifying value-creating initiatives, he significantly impacts portfolio performance and organizational alignment. David's leadership acumen is complemented by a strong academic foundation, enabling him to effectively connect with stakeholders at all levels.
With a rich career in finance and investment, David Sreter has established himself as an influential figure within the capital markets landscape. His experience spans over two decades across various sectors, where he has played pivotal roles in both operational leadership and strategic advisory capacities. He is particularly known for his ability to navigate complex market dynamics while fostering growth opportunities. Through his insightful approach to identifying value-creating initiatives, he significantly impacts portfolio performance and organizational alignment. David's leadership acumen is complemented by a strong academic foundation, enabling him to effectively connect with stakeholders at all levels.
Investment Philosophy & Strategy
Opportunities in volatile markets are particularly attractive to David Sreter, who adeptly leverages his extensive background in finance to uncover hidden value. His investment style emphasizes a thorough understanding of operational mechanics within companies, allowing for strategic interventions that drive profitability. By fostering strong relationships across various sectors, he enhances collaborative efforts that align with long-term objectives. This entrepreneurially driven perspective prioritizes innovative solutions and adaptation to emerging trends, facilitating the creation of competitive advantages. His diverse expertise enables focused investments in businesses poised for transformational growth.
Opportunities in volatile markets are particularly attractive to David Sreter, who adeptly leverages his extensive background in finance to uncover hidden value. His investment style emphasizes a thorough understanding of operational mechanics within companies, allowing for strategic interventions that drive profitability. By fostering strong relationships across various sectors, he enhances collaborative efforts that align with long-term objectives. This entrepreneurially driven perspective prioritizes innovative solutions and adaptation to emerging trends, facilitating the creation of competitive advantages. His diverse expertise enables focused investments in businesses poised for transformational growth.
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:
-7.65%
Gain
Monthly
-1.03%
Yearly
-11.7%
Drawdown
89.39%
$425.4M
Equity
Holdings
$425.4M
Investment
$581.08M
-$14.73B
Profit +$7.57M
Realized
-$14.58B
Unrealized
-$155.68M
Dividends
$335.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$7.57M
Win %
66%
This Week
Compared To Last Week
Gain
1.41%
Profit
$5.93M
Win %
66%
This Month
Compared to last month
Gain
2%
Profit
$8.34M
Win %
66%
This Year
Compared to last year
Gain
23.85%
Profit
$81.93M
Win %
30%
Events
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Dividends
Dividend Analysis
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| Trades 268 | Longs Won 109/268 40% | Profit Factor 0.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305.79M |
| Average Win $26.78M | Best Trade (Mar 31) $327.25M | Sharpe Ratio -5.91 |
| Average Loss -$111.03M | Worst Trade (Dec 31) -$4.54B | Z-Score -7.21 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m | Expectancy -$54.98M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4 | 3 | 3 | 3 | 2 | 2 | 2 | 1 | 1 | 0 |
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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Option values are updated at end of day.
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