CWF
Chad W. Fauser Portfolio
Invests via Garden Investment Management LP | Managed by Edward P. Garden, Chad W. Fauser, Brian Jacoby
Invests via Garden Investment Management LP
Managed by Edward P. Garden, Chad W. Fauser, Brian Jacoby
Automatically Tracked
Driving operational turnarounds at software and fintech firms, Chad W. Fauser brings operating and investment experience to growth-oriented situations. He sources and executes minority and control transactions, works with management on revenue acceleration and cost optimization, and helps prepare companies for strategic exits or secondary liquidity. Previous roles combined corporate development, portfolio operations and investor relations, giving him a cross-functional perspective valuable to LPs and operating partners.
Driving operational turnarounds at software and fintech firms, Chad W. Fauser brings operating and investment experience to growth-oriented situations. He sources and executes minority and control transactions, works with management on revenue acceleration and cost optimization, and helps prepare companies for strategic exits or secondary liquidity. Previous roles combined corporate development, portfolio operations and investor relations, giving him a cross-functional perspective valuable to LPs and operating partners.
Investment Philosophy & Strategy
Focuses on growth-oriented control and minority investments in software and fintech, prioritizing operational improvement and scalable revenue models. Targets situations where active portfolio management—revenue acceleration, unit-economics optimization and disciplined cost reductions—can materially de-risk capital and compress time to exit. Employs a hands-on, cross-functional underwriting lens that blends corporate development, portfolio operations and investor-relations insight to size investments, set operational KPIs and structure preferred liquidity pathways for strategic sales or secondaries. Mid-term hold horizons with value-creation milestones dictate capital cadence and governance.
Focuses on growth-oriented control and minority investments in software and fintech, prioritizing operational improvement and scalable revenue models. Targets situations where active portfolio management—revenue acceleration, unit-economics optimization and disciplined cost reductions—can materially de-risk capital and compress time to exit. Employs a hands-on, cross-functional underwriting lens that blends corporate development, portfolio operations and investor-relations insight to size investments, set operational KPIs and structure preferred liquidity pathways for strategic sales or secondaries. Mid-term hold horizons with value-creation milestones dictate capital cadence and governance.
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:
-40.61%
Gain -1.38%
Monthly
-2.39%
Yearly
-25.23%
Drawdown
61.45%
$522M
Equity
Holdings
$522M
Investment
$656.14M
-$134.14M
Profit -$2.95M
Realized
$0
Unrealized
-$134.14M
Dividends
$1.94M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.38%
Profit
-$2.95M
Win %
16%
This Week
Compared To Last Week
Gain
1.96%
Profit
$10.03M
Win %
16%
This Month
Compared to last month
Gain
4.36%
Profit
$21.82M
Win %
16%
This Year
Compared to last year
Gain
-34.58%
Profit
-$275.93M
Win %
16%
Events
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Dividends
Dividend Analysis
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No Data
| Trades 6 | Longs Won 1/6 16% | Profit Factor 0.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $31.42M |
| Average Win $3.3M | Best Trade (Oct 16) $3.3M | Sharpe Ratio -5.77 |
| Average Loss -$27.49M | Worst Trade (Oct 15) -$86.28M | Z-Score -2.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy -$22.36M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 19 | 17 | 15 | 13 | 11 | 9 | 8 | 6 | 4 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
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FAQ
Which stocks have generated the highest profits for Chad W. Fauser?
The largest contributions to the portfolio's profits come from the following stocks: Fortune Brands Innovations Inc - $1.94M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Chad W. Fauser's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.94M earned over time. The largest contributors to dividend income include Fortune Brands Innovations Inc - $1.94M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad W. Fauser's monthly returns?
Chad W. Fauser's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Chad W. Fauser's strategy be considered aggressive or moderate?
Chad W. Fauser's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Chad W. Fauser's strategy?
Chad W. Fauser's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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