KL
Kahyeong Lee Portfolio
Invests via Oak Hill Advisors LP | Managed by Thomas F. Brown, Eitan Arbeter, Adam Nankervis, TK Narayan
Invests via Oak Hill Advisors LP
Managed by Thomas F. Brown, Eitan Arbeter, Adam Nankervis, TK Narayan
Automatically Tracked
Kahyeong Lee Profile
Kahyeong Lee brings extensive experience as an operating executive, focusing on scaling businesses and driving growth in the technology sector. With a strong background in strategic development, she has successfully led numerous initiatives that align product innovation with market demands. Her leadership in cross-functional teams enhances organizational agility and responsiveness to dynamic industry trends. Known for her collaborative approach, she fosters partnerships that enhance corporate value and market positioning. Kahyeong's commitment to advancing technological solutions marks her relevance within competitive landscapes, making her an influential figure for stakeholders seeking to navigate emerging challenges.
Kahyeong Lee brings extensive experience as an operating executive, focusing on scaling businesses and driving growth in the technology sector. With a strong background in strategic development, she has successfully led numerous initiatives that align product innovation with market demands. Her leadership in cross-functional teams enhances organizational agility and responsiveness to dynamic industry trends. Known for her collaborative approach, she fosters partnerships that enhance corporate value and market positioning. Kahyeong's commitment to advancing technological solutions marks her relevance within competitive landscapes, making her an influential figure for stakeholders seeking to navigate emerging challenges.
Investment Philosophy & Strategy
Growth opportunities in the technology sector are shaped by evolving consumer demands and rapid advancements. Kahyeong Lee leverages her operational expertise to identify strategic avenues that align innovation with market needs. This proactive orientation fosters a culture of agility, enabling swift adaptation to industry shifts while maximizing potential returns. By promoting collaboration across teams, she enhances not only internal efficiencies but also external partnerships that drive competitive differentiation. With a focus on scalable solutions and long-term value creation, her investment approach prioritizes technological evolution as a vehicle for significant impact within dynamic markets.
Growth opportunities in the technology sector are shaped by evolving consumer demands and rapid advancements. Kahyeong Lee leverages her operational expertise to identify strategic avenues that align innovation with market needs. This proactive orientation fosters a culture of agility, enabling swift adaptation to industry shifts while maximizing potential returns. By promoting collaboration across teams, she enhances not only internal efficiencies but also external partnerships that drive competitive differentiation. With a focus on scalable solutions and long-term value creation, her investment approach prioritizes technological evolution as a vehicle for significant impact within dynamic markets.
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:
166.45%
Gain +6.9%
Monthly
-0.29%
Yearly
-3.39%
Drawdown
89.81%
$110.34B
Equity
Holdings
$110.34B
Investment
$110.03B
-$107.2B
Profit +$4.35B
Realized
-$107.5B
Unrealized
$307.24M
Dividends
$208.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
6.9%
Profit
$4.35B
Win %
60%
This Week
Compared To Last Week
Gain
4.07%
Profit
$4.31B
Win %
60%
This Month
Compared to last month
Gain
4.06%
Profit
$4.31B
Win %
60%
This Year
Compared to last year
Gain
31.92%
Profit
$39.37B
Win %
61%
STM STMicroelectronics N.V.
+1.56%
+$60,800 
VAL Valaris Limited
+1.03%
+$3.4M 
KMI Kinder Morgan, Inc.
+0.66%
+$82,000 
JQC Nuveen Credit Strategies Income Fund
+0.43%
+$66,038.64 
DSU BlackRock Debt Strategies Fund Inc.
+0.22%
+$11,578.44 
EFR Eaton Vance Senior Floating-Rate Trust
+0.1%
+$2,044.98 
CBS CBS Corp
0%
$0 CVC
CVC
0%
$0 CCU
CCU
0%
$0 TWX
TWX
0%
$0 S
S
0%
$0 SVVS
SVVS
0%
$0 IDAR
IDARQ
0%
$0 RHDC
RHDC
0%
$0 XCO
XCO
0%
$0 TRW
TRW
0%
$0 SGY
SGY
0%
$0 NWSA
NWSA
0%
$0 SKRR
SKRRF
0%
$0 VIA
VIA
0%
$0 TRXA
TRXAQ
0%
$0 FSSL
FSSL
0%
$0 
DTEGY Deutsche Telekom AG Sponsored ADR
-4.12%
-$401,250 
FSK FS KKR Capital Corp.
-2.98%
-$3.98M 
IHRT IheartMedia Inc.
-2.67%
-$403,000 
SABR Sabre Corporation
-1.94%
-$457,968.55 
CMCSA Comcast Corp
-1.66%
-$106,842.56 
CTEV Claritev Corporation
-1.45%
-$42,215.58 
VZ Verizon Communications Inc.
-1.29%
-$138,456.01 
LPX Louisiana-Pacific Corporation
-1.2%
-$197,500 
XPRO Expro Group Holdings N.V.
-1.1%
-$2.09M 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$22,537.5 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.31%
-$26,759.87 
EVV Eaton Vance Limited Duration Income Fund
-0.23%
-$7,808.06 
EBS Emergent BioSolutions Inc.
-0.21%
-$16,700.07 
WMB The Williams Companies, Inc.
-0.1%
-$7,362 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 234/494 47% | Profit Factor 0.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59B |
| Average Win $23.96M | Best Trade (Aug 15) $1.81B | Sharpe Ratio -0.2 |
| Average Loss -$433.86M | Worst Trade (Jun 29) -$28.46B | Z-Score -3.78 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m 2w 1d | Expectancy -$217M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 254 | 229 | 203 | 178 | 153 | 127 | 102 | 76 | 51 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| CBS CBS Corp | 169,034 | $5.32B | $5.32B | - | - | - | 0.0 |
| CCU CCU | 200,000 | $6.16B | $7.11B | - | $948M | 15.39% | 0.0 |
| CMCSA Comcast Corp | 281,164.64 | $2.9M | $6.33M | - | $3.43M | 118.1% | -1.659% |
| CTEV Claritev Corporation | 91,773 | $862,727.62 | $2.87M | - | $2.01M | 232.64% | -1.45% |
| CVC CVC | 300,000 | $10.86B | $10.86B | - | - | - | 0.0 |
| DSU BlackRock Debt Strategies Fund Inc. | 578,922 | $5.32M | $5.28M | - | -$40,113.6 | -0.75% | +0.22% |
| DTEGY Deutsche Telekom AG Sponsored ADR | 300,000 | $5.46M | $9.33M | - | $3.87M | 70.89% | -4.123% |
| EBS Emergent BioSolutions Inc. | 1.11M | $7.1M | $7.8M | - | $695,836.25 | 9.8% | -0.214% |
| EFR Eaton Vance Senior Floating-Rate Trust | 204,498 | $2.55M | $2.12M | - | -$424,564.98 | -16.68% | +0.097% |
| EVV Eaton Vance Limited Duration Income Fund | 390,403 | $4.13M | $3.4M | - | -$730,053.61 | -17.69% | -0.229% |
| FSK FS KKR Capital Corp. | 11.37M | $128.62M | $129.52M | - | $907,187.95 | 0.71% | -2.981% |
| FSSL FSSL | 2.87M | $40,295.17 | $40,611.61 | - | $316.44 | 0.79% | 0.0 |
| HYT BlackRock Corporate High Yield Fund, Inc. | 1.07M | $9.35M | $8.55M | - | -$806,878.99 | -8.63% | -0.312% |
| IDAR IDARQ | 10,336 | $296.13M | $296.13M | - | - | - | 0.0 |
| IHRT IheartMedia Inc. | 6.2M | $51.79M | $14.66M | - | -$37.12M | -71.68% | -2.675% |
| JQC Nuveen Credit Strategies Income Fund | 3.3M | $17.76M | $15.59M | - | -$2.18M | -12.27% | +0.426% |
| KMI Kinder Morgan, Inc. | 400,000 | $4.23B | $12.61M | - | -$4.22B | -99.7% | +0.655% |
| LPX Louisiana-Pacific Corporation | 250,000 | $5.38M | $16.26M | - | $10.88M | 202.04% | -1.2% |
| NWSA NWSA | 100,000 | $2.15B | $2.15B | - | - | - | 0.0 |
| RHDC RHDC | 175,000 | $13.26B | $13.26B | - | - | - | 0.0 |
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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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FAQ
Which stocks have generated the highest profits for Kahyeong Lee?
The largest contributions to the portfolio's profits come from the following stocks: Valaris Limited - $248.76M, AT - $191.2M, Cooper-Standard Holdings Inc - $110.94M, FS KKR Capital Corp - $103.01M, and Expro Group Holdings N.V - $94.86M. 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: RRR - $28.46B, XCO - $26.37B, RHDC - $13.63B, SKRRF - $13.37B, and LVLT - $8.37B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kahyeong Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $208.93M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $89.62M, Sabre Corporation - $16.54M, LyondellBasell Industries N.V - $16.13M, FS KKR Capital Corp. II - $14.19M, and Nuveen Credit Strategies Income Fund - $13.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kahyeong Lee's monthly returns?
Kahyeong Lee'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 Kahyeong Lee's strategy be considered aggressive or moderate?
Kahyeong Lee'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 Kahyeong Lee's strategy?
Kahyeong Lee'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.
