FGS
Frederic G Sauer Portfolio
Invests via Orion Investment Co | Managed by Frederic G. Sauer
Invests via Orion Investment Co
Managed by Frederic G. Sauer
Automatically Tracked
Frederic G Sauer Profile
Seasoned private markets executive and investor focused on mid-market buyouts, operational transformation and value creation across industrials and business services. Frederic G Sauer combines deal execution and hands-on operating experience to lead growth initiatives, margin improvement and strategic carve-outs. Active in sponsor-backed transactions, board oversight and minority recapitalizations, brings a capital-allocation lens to portfolio governance and exit planning while engaging with management teams and limited partners across Europe and North America.
Seasoned private markets executive and investor focused on mid-market buyouts, operational transformation and value creation across industrials and business services. Frederic G Sauer combines deal execution and hands-on operating experience to lead growth initiatives, margin improvement and strategic carve-outs. Active in sponsor-backed transactions, board oversight and minority recapitalizations, brings a capital-allocation lens to portfolio governance and exit planning while engaging with management teams and limited partners across Europe and North America.
Investment Philosophy & Strategy
Focuses on mid‑market buyouts and sponsor-backed investments that prioritize operational transformation and margin improvement in industrials and business services. Employs a hands‑on, value‑creation orientation: active board engagement, strategic carve‑outs, and minority recapitalizations to align management and capital. Underwrites opportunities on cash‑flow resilience and operational upside, applying a capital‑allocation lens to portfolio governance and exit planning. Targets medium‑term, value‑driven outcomes across Europe and North America with disciplined risk controls and KPI‑led turnaround playbooks.
Focuses on mid‑market buyouts and sponsor-backed investments that prioritize operational transformation and margin improvement in industrials and business services. Employs a hands‑on, value‑creation orientation: active board engagement, strategic carve‑outs, and minority recapitalizations to align management and capital. Underwrites opportunities on cash‑flow resilience and operational upside, applying a capital‑allocation lens to portfolio governance and exit planning. Targets medium‑term, value‑driven outcomes across Europe and North America with disciplined risk controls and KPI‑led turnaround playbooks.
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:
-0.66%
Gain
Monthly
-0.03%
Yearly
-0.32%
Drawdown
27.52%
$331.26M
Equity
Holdings
$331.26M
Investment
$275.28M
$54.37M
Profit -$1.19M
Realized
-$1.61M
Unrealized
$55.98M
Dividends
$6.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.19M
Win %
74%
This Week
Compared To Last Week
Gain
-2.72%
Profit
-$9.25M
Win %
74%
This Month
Compared to last month
Gain
-3.84%
Profit
-$13.24M
Win %
74%
This Year
Compared to last year
Gain
5.6%
Profit
$17.57M
Win %
74%
ABT Abbott Laboratories
+10.47%
+$585,221.28 
BIIB Biogen Inc.
+5.19%
+$405,210.3 
EFX Equifax Inc.
+3.78%
+$57,676.63 
PM Philip Morris International Inc.
+3.7%
+$12,182.49 
ABBV AbbVie Inc.
+3.56%
+$53,165.7 
UNP Union Pacific Corporation
+3.56%
+$71,551.09 
MKC McCormick & Company, Incorporated
+3.26%
+$9,910.2 
GRMN Garmin Ltd.
+3.11%
+$9,012 
MRK Merck & Co., Inc.
+3.08%
+$78,386.94 
HSY The Hershey Company
+2.71%
+$180,106.08 
BMY Bristol-Myers Squibb Company
+2.69%
+$35,633.74 
MCD McDonald's Corporation
+2.63%
+$5,854.81 
KO The Coca-Cola Company
+2.58%
+$12,956.79 
IBOC International Bancshares Corporation
+2.56%
+$10,883.4 
MO Altria Group, Inc.
+2.55%
+$14,932.8 
CBSH Commerce Bancshares, Inc.
+2.12%
+$14,518.92 
WMT Walmart Inc.
+1.99%
+$10,070.91 
SR Spire Inc.
+1.95%
+$27,618.24 
PG Procter & Gamble Co
+1.76%
+$155,623.86 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$350,869.55 
AAPL Apple Inc.
+1.68%
+$78,803.46 
MSFT Microsoft Corp.
+1.63%
+$688,500.4 
EPD Enterprise Products Partners L.P.
+1.55%
+$24,413.36 
EMR Emerson Electric Co.
+1.52%
+$19,035.72 
JNJ Johnson & Johnson
+1.36%
+$16,322.88 
ATO Atmos Energy Corporation
+1.28%
+$42,338.24 
CVX Chevron Corporation
+1.23%
+$4,061.01 
AFL Aflac Inc.
+1.22%
+$6,512 
HD The Home Depot, Inc.
+1.22%
+$3,320 
SHOP Shopify Inc.
+1.19%
+$73,563.21 
SO The Southern Company
+1.14%
+$6,312.6 
AEE Ameren Corporation
+1.03%
+$15,182.3 
PFE Pfizer Inc.
+0.99%
+$3,970.47 
LLY Eli Lilly and Company
+0.92%
+$4,895.82 
XOM Exxon Mobil Corporation
+0.9%
+$109,752.99 
GD General Dynamics Corporation
+0.79%
+$57,340.49 
PH Parker-Hannifin Corporation
+0.66%
+$87,873.63 
SHEL Shell plc
+0.44%
+$2,995.87 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$3,266.46 
PLTR Palantir Technologies Inc.
+0.22%
+$39,093.16 
NEE NextEra Energy, Inc.
+0.04%
+$4,163.56 
CDNMF EGR Exploration Ltd.
0%
$0 
OKLO Oklo Inc.
-9.61%
-$39,136.85 
RGTI Rigetti Computing Inc
-7.69%
-$190,905.3 
INTC Intel Corporation
-6.71%
-$1.04M 
IONQ IonQ, Inc.
-6.39%
-$668,336.69 
CCJ Cameco Corporation
-4.73%
-$234,629.5 
AVGO Broadcom Inc.
-4.59%
-$92,520.44 
GOOG Alphabet Inc
-4.46%
-$39,746.93 
NEM Newmont Corporation
-4.45%
-$119,194.88 
GOOGL Alphabet Inc
-4.42%
-$71,815.6 
CAT Caterpillar Inc.
-4.17%
-$21,936.25 
QCOM QUALCOMM Incorporated
-4.09%
-$881,198.93 
CMI Cummins Inc.
-3.13%
-$478,987.2 
META Meta Platforms Inc Class A
-2.7%
-$10,957.94 
HII Huntington Ingalls Industries Inc.
-2.27%
-$78,819.3 
CDNS Cadence Design Systems, Inc.
-2.18%
-$88,358.45 
ARWR Arrowhead Pharmaceuticals Inc.
-1.7%
-$76,292.7 
RGLD Royal Gold Inc.
-1.38%
-$79,820.02 
AMZN Amazon.com Inc
-1.32%
-$16,555.8 
BA Boeing Company
-1.27%
-$5,274.08 
ASML ASML Holding N.V. New York Registry Shares
-1.26%
-$122,458.8 
IONS Ionis Pharmaceuticals, Inc.
-0.92%
-$113,250.05 
PANW Palo Alto Networks, Inc.
-0.81%
-$30,765.75 
VOO Vanguard S&P 500 ETF
-0.75%
-$30,728.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$10,438.56 
NOW ServiceNow, Inc.
-0.48%
-$10,526.22 
IOVA Iovance Biotherapeutics, Inc.
-0.32%
-$30,984.78 
ARLP Alliance Resource Partners, L.P.
-0.08%
-$884 Events
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Dividends
Dividend Analysis
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No Data
| Trades 361 | Longs Won 248/361 68% | Profit Factor 2.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $347,179.7 | Best Trade (Jul 16) $11.31M | Sharpe Ratio -241.47 |
| Average Loss -$280,760.51 | Worst Trade (Jul 14) -$11.42M | Z-Score 10.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $150,622.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,179 | 1,061 | 943 | 825 | 708 | 590 | 472 | 354 | 236 | 118 |
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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Option values are updated at end of day.
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