ACL
Attessa Capital LLC Portfolio
Invests via Attessa Capital LLC | Managed by James Good, Matthew Harrison, Alec Berens, David Kornberg
Invests via Attessa Capital LLC
Managed by James Good, Matthew Harrison, Alec Berens, David Kornberg
Automatically Tracked
Company Profile
Specialized alternative asset manager focused on event-driven and special-situations equity investments, Attessa Capital LLC targets concentrated positions and active engagement to unlock value for institutional investors. The firm combines fundamental research, board-level activism and operational work with flexible capital solutions across stressed and complex corporate situations.
Specialized alternative asset manager focused on event-driven and special-situations equity investments, Attessa Capital LLC targets concentrated positions and active engagement to unlock value for institutional investors. The firm combines fundamental research, board-level activism and operational work with flexible capital solutions across stressed and complex corporate situations.
Investment Philosophy & Strategy
Specialist alternative manager pursuing event-driven and special‑situations equity opportunities through concentrated positions and hands-on activism. The team emphasizes fundamental, catalyst-driven underwriting, board-level engagement and operational intervention to accelerate value realization. Capital deployment mixes equity stakes, structured instruments and flexible recapitalizations, targeting stressed or complex corporate situations with a medium-term, value-oriented horizon. Risk discipline centers on deep due diligence, downside protection, scenario planning and active position management to convert illiquidity into asymmetric returns for institutional allocators.
Specialist alternative manager pursuing event-driven and special‑situations equity opportunities through concentrated positions and hands-on activism. The team emphasizes fundamental, catalyst-driven underwriting, board-level engagement and operational intervention to accelerate value realization. Capital deployment mixes equity stakes, structured instruments and flexible recapitalizations, targeting stressed or complex corporate situations with a medium-term, value-oriented horizon. Risk discipline centers on deep due diligence, downside protection, scenario planning and active position management to convert illiquidity into asymmetric returns for institutional allocators.
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:
0.62%
Gain
Monthly
0.03%
Yearly
0.4%
Drawdown
23.5%
$221.88M
Equity
Holdings
$221.88M
Investment
$182.21M
$40.58M
Profit -$1.45M
Realized
$910,183.33
Unrealized
$39.67M
Dividends
$5.2M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.45M
Win %
65%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$2.45M
Win %
65%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.42M
Win %
65%
This Year
Compared to last year
Gain
-0.64%
Profit
-$1.44M
Win %
68%
ABT Abbott Laboratories
+10.48%
+$31,423.44 
ABBV AbbVie Inc.
+3.44%
+$28,844.82 
MSFT Microsoft Corp.
+2.13%
+$8,146.5 
SCHD Schwab U.S. Dividend Equity ETF
+2.1%
+$29,926.8 
ACRE Ares Commercial Real Estate Corporation
+1.64%
+$1,275 
MPLX MPLX LP
+1.61%
+$16,835 
EPD Enterprise Products Partners L.P.
+1.52%
+$6,504.84 
ET Energy Transfer L.P.
+1.43%
+$4,018.5 
AAPL Apple Inc.
+1.36%
+$24,483.9 
BRSP BrightSpire Capital Inc.
+1.29%
+$1,015 
XOM Exxon Mobil Corporation
+1.25%
+$9,345.6 
JNJ Johnson & Johnson
+1.19%
+$3,155.12 
DX Dynex Capital Inc.
+1.03%
+$2,076.94 
TPVG TriplePoint Venture Growth BDC Corp.
+0.84%
+$544.4 
OBDC Blue Owl Capital Corporation
+0.68%
+$750 
PDI Pimco Dynamic Income Fund
+0.4%
+$1,481.15 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$2,216.31 
SLRC SLR Investment Corp.
+0.3%
+$480 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.24%
+$10,216.36 
OXLC Oxford Lane Capital Corp
+0.2%
+$303.81 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$520.1 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$26.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$22.71 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VGUS Vanguard Ultra Short-Term Treasury Fund
0%
$0 
GOOG Alphabet Inc
-2.99%
-$7,069.1 
NVDA NVIDIA Corporation
-2.61%
-$23,520.59 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$394,637.4 
IAU iShares Gold Trust
-1.82%
-$3,872.54 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
-1.53%
-$4,218.59 
USXF iShares ESG Aware MSCI USA ETF
-1.46%
-$7,026.82 
SCHF Schwab International Equity ETF
-1.22%
-$55,554.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$531,602.68 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$2,532.65 
TSLA Tesla, Inc.
-1.1%
-$14,595.28 
AMZN Amazon.com Inc
-0.94%
-$2,472 
VT Vanguard Total World Stock ETF
-0.73%
-$14,102.45 
VOO Vanguard S&P 500 ETF
-0.58%
-$56,141.93 
IVV iShares Core S&P 500 ETF
-0.58%
-$2,459.6 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$407,721.15 
SCHB Schwab U.S. Broad Market ETF
-0.57%
-$7,942.27 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.56%
-$551.71 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$57,022.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$3,647.16 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.5%
-$2,664.09 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$1,901.89 
ECC Eagle Point Credit Company Inc.
-0.27%
-$361.75 
XLC Communication Services Select Sector SPDR Fund
-0.23%
-$10,079.01 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.14%
-$5,465.18 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$9,063.41 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$3,516.75 Events
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Dividends
Dividend Analysis
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| Trades 234 | Longs Won 152/234 64% | Profit Factor 25.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $277,805.65 | Best Trade (Jul 15) $11.72M | Sharpe Ratio -69.12 |
| Average Loss -$20,093.31 | Worst Trade (Jun 29) -$677,899.53 | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy $173,413.7 |
| 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% | 0.05% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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