Ross Topham Portfolio

Invests via Mount Capital Ltd. | Managed by Ross Topham

Invests via Mount Capital Ltd.

Managed by Ross Topham

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Ross Topham Profile

Ross Topham is a seasoned entrepreneur and investor known for his innovative approaches to business development. With a strong background in technology commercialization, he has successfully launched multiple startups that have transformed industry practices. His leadership experience encompasses various sectors, where he effectively identifies growth opportunities and drives operational efficiencies. Beyond entrepreneurship, he actively engages with emerging companies as an investor-operator, providing mentorship and strategic guidance. This dual role allows him to leverage insights from both sides of the capital markets equation, enhancing his ability to navigate challenges faced by startups in today's dynamic environment.

Investment Philosophy & Strategy

With a focus on innovation and growth, Ross Topham approaches investment with an entrepreneurial mindset that prioritizes disruptive technology and operational excellence. His ability to recognize untapped market potential stems from extensive hands-on experience in launching successful startups across diverse sectors. The dual lens of investor and operator informs his strategic direction, enabling him to foster sustainable business models while mentoring emerging talent. By championing agile practices and scalable solutions, he effectively positions his investments for maximum impact in rapidly evolving landscapes.

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:

9.32%

Gain +2.94%

Monthly

-0.95%

Yearly

-10.8%

Drawdown

57.87%

$245.52M

Equity

Holdings

$245.52M

Investment

$344.27M

-$97.47M

Profit +$4.26M

Realized

$1.28M

Unrealized

-$98.75M

Dividends

$17.58M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

2.94%

Profit

$4.26M

Win %

53%

This Week

Compared To Last Week

Gain

4.24%

Profit

$9.99M

Win %

53%

This Month

Compared to last month

Gain

5.18%

Profit

$12.09M

Win %

53%

This Year

Compared to last year

Gain

-8.52%

Profit

-$21.3M

Win %

55%

Gainers
Losers

MRNA Moderna, Inc.

+3.89%

+$762,736

SCHW Charles Schwab Corporation

+3.35%

+$1.37M

PM Philip Morris International Inc.

+2.3%

+$93,570.05

STT State Street Corp

+1.83%

+$27,992.91

DCH Dauch Corporation

+1.77%

+$173,415

WFC Wells Fargo & Company

+1.72%

+$612,369.32

LBRDK Liberty Broadband Corporation

+1.53%

+$180,242.5

NOMD Nomad Foods Ltd.

+1.5%

+$275,649.05

CHTR Charter Communications Inc

+1.45%

+$199,295.22

IWM iShares Russell 2000 ETF

+1.41%

+$94,710

CCK Crown Holdings Inc.

+1.29%

+$360,525

SPGI S&P Global Inc.

+0.81%

+$37,362.6

SPY SPDR S&P 500 ETF Trust

+0.46%

+$55,484.84

URTH iShares MSCI World ETF

+0.4%

+$18,980

KHC The Kraft Heinz Company

+0.21%

+$5,319

KMX CarMax Inc.

+0.08%

+$16,416

OPTU Altice USA Inc.

-0.4%

-$19,448.32

DIS The Walt Disney Company

-0.1%

-$1,464.86

Events

Dividends

Dividend Analysis

No Data

Trades 229	Longs Won 99/229 43%	Profit Factor 0.46
Profitability	Shorts Won 0/0 0%	Standard Deviation $4.55M
Average Win $825,568.01	Best Trade (Jun 12) $15.46M	Sharpe Ratio -9.97
Average Loss -$1.38M	Worst Trade (Jun 10) -$49.22M	Z-Score -2.01 (98.92%)
Commissions $0	Avg. Trade Length 1y 3m 1w 1d	Expectancy -$425,645.31