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:
0.01%
Gain
Monthly
-0.02%
Yearly
-0.2%
Drawdown
3.82%
$105.94B
Equity
Holdings
$105.94B
Investment
$110.12B
-$4.18B
Profit +$675,250.88
Realized
-$0
Unrealized
-$4.18B
Dividends
$26.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$675,250.88
Win %
75%
This Week
Compared To Last Week
Gain
0.001%
Profit
$675,250.88
Win %
75%
This Month
Compared to last month
Gain
0.001%
Profit
$675,250.88
Win %
75%
This Year
Compared to last year
Gain
0.004%
Profit
$3.76M
Win %
75%
WMB The Williams Companies, Inc.
+1.74%
+$125,154 
DTEGY Deutsche Telekom AG Sponsored ADR
+1.41%
+$129,000 
KMI Kinder Morgan, Inc.
+1.33%
+$172,000 
SPY SPDR S&P 500 ETF Trust
+0.69%
+$38,182.5 
STM STMicroelectronics N.V.
+0.66%
+$32,800 
EFR Eaton Vance Senior Floating-Rate Trust
+0.1%
+$2,044.98 
CBS CBS Corp
0%
$0 
CCU
0%
$0 
CVC
0%
$0 
IDARQ
0%
$0 
NWSA
0%
$0 
RHDC
0%
$0 
S
0%
$0 
SGY
0%
$0 
SKRRF
0%
$0 
SVVS
0%
$0 
TRW
0%
$0 
TRXAQ
0%
$0 
TWX
0%
$0 
VIA
0%
$0 
XCO
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 24 | Longs Won 7/24 29% | Profit Factor 0.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $861.16M |
| Average Win $4.99M | Best Trade (Aug 03) $12.94M | Sharpe Ratio -491.24 |
| Average Loss -$248.17M | Worst Trade (Aug 03) -$4.22B | Z-Score -1.74 (93.22%) |
| Commissions $0 | Avg. Trade Length 19y 7m 1w 3d | Expectancy -$174.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 427 | 384 | 341 | 299 | 256 | 213 | 171 | 128 | 85 | 43 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
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: Verizon Communications Inc - $9.73M, Kinder Morgan, Inc - $4.95M, Comcast Corp - $3.31M, The Williams Companies, Inc - $2.57M, and Louisiana-Pacific Corporation - $1.96M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kahyeong Lee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.24M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $9.73M, Kinder Morgan, Inc - $4.95M, Comcast Corp - $3.31M, The Williams Companies, Inc - $2.57M, and Louisiana-Pacific Corporation - $1.96M. 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 appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Kahyeong Lee's strategy be considered aggressive or moderate?
Kahyeong Lee's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kahyeong Lee's strategy?
Kahyeong Lee's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
