HKM
Heather K. Mellem Portfolio
Invests via P/E Global LLC | Managed by Warren Naphtal, David J. Souza Jr.
Invests via P/E Global LLC
Managed by Warren Naphtal, David J. Souza Jr.
Automatically Tracked
Heather K. Mellem Profile
Heather K. Mellem is a seasoned operating executive known for her extensive experience in the technology sector. She has held pivotal leadership roles in several high-growth firms, driving innovation and market expansion initiatives that significantly enhance competitive positioning. Her background encompasses strategic management, where she successfully spearheaded transformative projects that propelled revenue growth and operational efficiency. With a track record of fostering collaborative teams and aligning organizational objectives with performance metrics, Heather stands out as a catalyst for industry advancement. Her contributions extend beyond traditional frameworks as she continues to influence technology commercialization strategies across diverse platforms.
Heather K. Mellem is a seasoned operating executive known for her extensive experience in the technology sector. She has held pivotal leadership roles in several high-growth firms, driving innovation and market expansion initiatives that significantly enhance competitive positioning. Her background encompasses strategic management, where she successfully spearheaded transformative projects that propelled revenue growth and operational efficiency. With a track record of fostering collaborative teams and aligning organizational objectives with performance metrics, Heather stands out as a catalyst for industry advancement. Her contributions extend beyond traditional frameworks as she continues to influence technology commercialization strategies across diverse platforms.
Investment Philosophy & Strategy
Growth opportunities in the technology landscape inform Heather K. Mellem's approach to investment and innovation. Her leadership experience uniquely positions her to identify emerging trends that drive value creation and competitive differentiation. By emphasizing collaboration among teams, she effectively leverages organizational strengths to fuel scalable growth initiatives. With a strong focus on operational excellence, her strategic insights guide capital deployment towards ventures that exhibit robust potential for market share expansion. Heather's entrepreneurial mindset fuels an ambition for transformative change within the industry.
Growth opportunities in the technology landscape inform Heather K. Mellem's approach to investment and innovation. Her leadership experience uniquely positions her to identify emerging trends that drive value creation and competitive differentiation. By emphasizing collaboration among teams, she effectively leverages organizational strengths to fuel scalable growth initiatives. With a strong focus on operational excellence, her strategic insights guide capital deployment towards ventures that exhibit robust potential for market share expansion. Heather's entrepreneurial mindset fuels an ambition for transformative change within the industry.
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:
22.72%
Gain +0.86%
Monthly
0.26%
Yearly
3.15%
Drawdown
14.19%
$1.45B
Equity
Holdings
$1.45B
Investment
$1.27B
$181.52M
Profit +$12.45M
Realized
-$4.14M
Unrealized
$185.65M
Dividends
$43.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$12.45M
Win %
52%
This Week
Compared To Last Week
Gain
1.41%
Profit
$20.15M
Win %
52%
This Month
Compared to last month
Gain
-0.21%
Profit
-$3.07M
Win %
52%
This Year
Compared to last year
Gain
7.16%
Profit
$95.13M
Win %
53%
VOO Vanguard S&P 500 ETF
+1.74%
+$10.16M 
IVV iShares Core S&P 500 ETF
+1.5%
+$7.73M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$194,993.4 
ACWI iShares MSCI ACWI ETF
+1%
+$2.27M 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$28,166.13 
BNDX Vanguard Total International Bond ETF
+0.02%
+$9,716.92 
IEFA iShares Core MSCI EAFE ETF
-1.01%
-$163,752.93 Events
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Dividends
Dividend Analysis
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| Trades 46 | Longs Won 25/46 54% | Profit Factor 6.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.17M |
| Average Win $8.56M | Best Trade (Jun 15) $63.63M | Sharpe Ratio -2.74 |
| Average Loss -$1.55M | Worst Trade (Mar 31) -$23.68M | Z-Score -0.4 (30.97%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $3.95M |
| 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% | 0.25% |
| Consecutive Losing Trades | 938 | 844 | 750 | 657 | 563 | 469 | 375 | 281 | 188 | 94 |
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Returns
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