JCH
Joseph C. Hand Portfolio
Invests via Morangie Management LLC | Managed by Geraldine (Gerrie) McManus, Joseph C. Hand
Invests via Morangie Management LLC
Managed by Geraldine (Gerrie) McManus, Joseph C. Hand
Automatically Tracked
Seasoned private equity and corporate finance executive with experience in deal sourcing, portfolio oversight and capital markets engagement. Joseph C. Hand is known for leading M&A transactions, operational turnarounds and investor relations in middle-market industrials and services; frequently serves on boards and committees advising governance and strategic planning. Market-facing profile emphasizes value creation via operational improvements, bolt-on acquisitions and disciplined capital allocation, making him a likely collaborator for sponsors and institutional investors.
Seasoned private equity and corporate finance executive with experience in deal sourcing, portfolio oversight and capital markets engagement. Joseph C. Hand is known for leading M&A transactions, operational turnarounds and investor relations in middle-market industrials and services; frequently serves on boards and committees advising governance and strategic planning. Market-facing profile emphasizes value creation via operational improvements, bolt-on acquisitions and disciplined capital allocation, making him a likely collaborator for sponsors and institutional investors.
Investment Philosophy & Strategy
Operates with a value-oriented private equity mindset, prioritizing operational improvement, disciplined capital allocation and bolt-on consolidation to drive middle‑market industrials and services growth. Prefers control or influential minority stakes where active governance and hands‑on turnaround plans accelerate cash‑flow recovery and margin expansion. Investment horizon is medium-to-long term, underwriting predictable free cash flow, conservative leverage, and clear exit paths while coordinating closely with sponsors, management teams and capital markets.
Operates with a value-oriented private equity mindset, prioritizing operational improvement, disciplined capital allocation and bolt-on consolidation to drive middle‑market industrials and services growth. Prefers control or influential minority stakes where active governance and hands‑on turnaround plans accelerate cash‑flow recovery and margin expansion. Investment horizon is medium-to-long term, underwriting predictable free cash flow, conservative leverage, and clear exit paths while coordinating closely with sponsors, management teams and capital 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:
6.18%
Gain -0.48%
Monthly
0.32%
Yearly
3.97%
Drawdown
32.82%
$126.58M
Equity
Holdings
$126.58M
Investment
$113.76M
$6.97M
Profit -$602,931.97
Realized
-$6.23M
Unrealized
$13.2M
Dividends
$1.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$602,931.97
Win %
80%
This Week
Compared To Last Week
Gain
3.21%
Profit
$3.93M
Win %
80%
This Month
Compared to last month
Gain
5.56%
Profit
$6.67M
Win %
80%
This Year
Compared to last year
Gain
5.52%
Profit
$6.63M
Win %
74%
SPG Simon Property Group, Inc.
+2.92%
+$66,556.14 
AAPL Apple Inc.
+1.76%
+$141,315.84 
PLTR Palantir Technologies Inc.
+0.51%
+$8,564.05 
XLF Financial Select Sector SPDR Fund
+0.34%
+$2,504.39 
VO Vanguard Mid-Cap ETF
+0.2%
+$656.64 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
GOOG Alphabet Inc
0%
+$0.04 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.44 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KVYO Klaviyo Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTWV Vanguard Russell 2000 Value Index Fund
0%
-$1.78 
VUG Vanguard Growth ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
GOOGL Alphabet Inc
-4.44%
-$132,404.32 
NVDA NVIDIA Corporation
-2.4%
-$76,000.2 
AMZN Amazon.com Inc
-1.99%
-$267,184.46 
VGT Vanguard Information Technology ETF
-1.94%
-$7,232 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$147,346.48 
DKNG DraftKings Inc.
-1.62%
-$101,526.66 
JPEF JPMorgan Equity Focus ETF
-0.71%
-$8,539.95 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$82,290.8 
MS Morgan Stanley
-0.06%
-$5,020.99 
WELL Welltower Inc.
-0.02%
-$871.58 Events
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Dividends
Dividend Analysis
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| Trades 163 | Longs Won 109/163 66% | Profit Factor 1.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $989,758.29 |
| Average Win $267,820.9 | Best Trade (Jul 17) $3.06M | Sharpe Ratio -14.35 |
| Average Loss -$411,586.57 | Worst Trade (Jul 17) -$9.5M | Z-Score 6.62 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $42,741.12 |
| 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% | 0.05% | 0.36% | 1.97% | 8.56% | 31.34% |
| Consecutive Losing Trades | 308 | 277 | 246 | 215 | 185 | 154 | 123 | 92 | 62 | 31 |
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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