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:
5.43%
Gain -0.01%
Monthly
0.31%
Yearly
3.79%
Drawdown
42.25%
$665.03M
Equity
Holdings
$665.03M
Investment
$633.23M
$31.81M
Profit -$87,030.93
Realized
$0
Unrealized
$31.81M
Dividends
$0
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$87,030.93
Win %
80%
This Week
Compared To Last Week
Gain
0.57%
Profit
$3.77M
Win %
80%
This Month
Compared to last month
Gain
0.57%
Profit
$3.77M
Win %
80%
This Year
Compared to last year
Gain
-2.84%
Profit
$6.88M
Win %
80%
Events
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Dividends
Dividend Analysis
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| Trades 5 | Longs Won 4/5 80% | Profit Factor 76.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.48M |
| Average Win $8.06M | Best Trade (Jun 02) $16.83M | Sharpe Ratio -0.71 |
| Average Loss -$423,313.31 | Worst Trade (May 20) -$22.26M | Z-Score 3.88 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $6.36M |
| 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% | <0.01% |
| Consecutive Losing Trades | 1,570 | 1,413 | 1,256 | 1,099 | 942 | 785 | 628 | 471 | 314 | 157 |
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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