MO
Matthew Ottusch Portfolio
Invests via Cushing Capital Partners LLC | Managed by Matthew Ottusch, Jacob Mayer
Invests via Cushing Capital Partners LLC
Managed by Matthew Ottusch, Jacob Mayer
Automatically Tracked
Seasoned healthcare and growth-stage investor with experience in private equity, venture and portfolio company operating roles.
Matthew Ottusch is a senior investor and board director who has led deal sourcing, due diligence, growth initiatives, and exits across healthcare services and healthtech.
Focuses on value creation through commercial scale-up, strategic M&A and operational improvements; engages with LPs on fundraising and portfolio governance.
Seasoned healthcare and growth-stage investor with experience in private equity, venture and portfolio company operating roles.
Matthew Ottusch is a senior investor and board director who has led deal sourcing, due diligence, growth initiatives, and exits across healthcare services and healthtech.
Focuses on value creation through commercial scale-up, strategic M&A and operational improvements; engages with LPs on fundraising and portfolio governance.
Investment Philosophy & Strategy
Invests primarily in growth-stage healthcare services and healthtech, applying a value-oriented growth lens that emphasizes commercial scale-up, strategic M&A and operational transformation. Allocates capital toward companies with durable clinical economics and scalable go-to-market models, favoring board-level engagement and staged commitments tied to KPI-driven milestones. Time horizon is multi-year with active governance to de-risk execution; underwriting centers on revenue unit economics, management depth, clear exit pathways and repeatable integration playbooks.
Invests primarily in growth-stage healthcare services and healthtech, applying a value-oriented growth lens that emphasizes commercial scale-up, strategic M&A and operational transformation. Allocates capital toward companies with durable clinical economics and scalable go-to-market models, favoring board-level engagement and staged commitments tied to KPI-driven milestones. Time horizon is multi-year with active governance to de-risk execution; underwriting centers on revenue unit economics, management depth, clear exit pathways and repeatable integration 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:
3.9%
Gain
Monthly
0.21%
Yearly
2.51%
Drawdown
14.85%
$138.62M
Equity
Holdings
$138.62M
Investment
$121.28M
$21.4M
Profit -$439,419.79
Realized
$4.06M
Unrealized
$17.35M
Dividends
$3.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$439,419.79
Win %
77%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$193,964.88
Win %
77%
This Month
Compared to last month
Gain
0.56%
Profit
$766,641.85
Win %
77%
This Year
Compared to last year
Gain
6.54%
Profit
$8.51M
Win %
76%
WRB W.R. Berkley Corporation
+2.98%
+$10,391.68 
ABT Abbott Laboratories
+2.9%
+$7,789.18 
CB Chubb Limited
+2.73%
+$14,043.6 
PSX Phillips 66
+2.27%
+$18,422.4 
CSCO Cisco Systems, Inc.
+2.24%
+$18,464.76 
AFL Aflac Inc.
+1.82%
+$11,204.06 
BRK-A Berkshire Hathaway Inc.
+1.59%
+$11,713.31 
XOM Exxon Mobil Corporation
+1.55%
+$3,903.04 
JNJ Johnson & Johnson
+1.49%
+$22,949.79 
XLE Energy Select Sector SPDR Fund
+1.1%
+$14,392.98 
WMT Walmart Inc.
+1.08%
+$11,787.73 
PH Parker-Hannifin Corporation
+0.96%
+$3,865.52 
MDLZ Mondelez International, Inc.
+0.81%
+$5,342 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.81%
+$2,424.66 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$6,301.1 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.7%
+$9,256.35 
RPV Invesco S&P 500 Pure Value ETF
+0.67%
+$11,261.97 
XLP Consumer Staples Select Sector SPDR Fund
+0.58%
+$7,416.59 
UNH UnitedHealth Group Incorporated
+0.57%
+$3,855.93 
NEE NextEra Energy, Inc.
+0.55%
+$3,406.09 
GWW W.W. Grainger, Inc.
+0.51%
+$3,571.3 
PLD Prologis Inc.
+0.46%
+$2,130.72 
GLD SPDR Gold Shares
+0.45%
+$779 
IAU iShares Gold Trust
+0.45%
+$12,724.64 
JPM JPMorgan Chase & Co.
+0.44%
+$2,641.28 
CBSH Commerce Bancshares, Inc.
+0.44%
+$2,743.78 
IAUM iShares Gold Trust Micro
+0.43%
+$5,000.72 
XLV Health Care Select Sector SPDR Fund
+0.4%
+$10,515.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.37%
+$11,558.4 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$6,051.63 
DEFR Aptus Deferred Income ETF
+0.3%
+$960.46 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$4,203.82 
CL Colgate-Palmolive Company
+0.28%
+$913.9 
CEG Constellation Energy Corporation
+0.23%
+$1,092.29 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.2%
+$2,120.53 
UPSD Aptus Large Cap Upside ETF
+0.19%
+$4,248.81 
DMBS DoubleLine Mortgage ETF
+0.17%
+$4,890.87 
LIN Linde plc
+0.14%
+$831.02 
DSCO DoubleLine Securitized Credit ETF
+0.12%
+$1,311.63 
ADME Aptus Drawdown Managed Equity Fund
0%
$0 
SYK Stryker Corporation
-2.68%
-$11,976.63 
ACN Accenture plc Class A
-2.52%
-$11,194.52 
COPX Global X Copper Miners ETF
-2.42%
-$11,468.97 
MSFT Microsoft Corp.
-2.36%
-$25,057.59 
NVDA NVIDIA Corporation
-2.01%
-$9,027.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$34,540.9 
V Visa Inc. Class A
-1.78%
-$16,231.52 
IBIT iShares Bitcoin Trust
-1.64%
-$5,248.49 
BTC Grayscale Bitcoin Mini Trust ETF
-1.6%
-$43,070.75 
SPGI S&P Global Inc.
-1.54%
-$8,625.82 
CGGR Capital Group Growth ETF
-1.52%
-$7,752.5 
CGXU Capital Group International Focus Equity ETF
-1.48%
-$31,555.76 
ADI Analog Devices, Inc.
-1.43%
-$6,796.68 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$25,533.22 
KKR KKR & Co. Inc.
-1.22%
-$16,286.25 
TROW T. Rowe Price Group, Inc.
-1.2%
-$4,064.06 
IDUB Aptus International Enhanced Fund
-1.07%
-$32,397.35 
BLK BlackRock, Inc.
-1.06%
-$4,604.86 
AVGO Broadcom Inc.
-1.04%
-$6,491.24 
GDX VanEck Gold Miners ETF
-1.02%
-$4,964.73 
FV First Trust Dorsey Wright Focus 5 ETF
-0.98%
-$33,272.51 
IXUS iShares Core International Stock ETF
-0.98%
-$11,281.04 
LOW Lowe's Companies Inc.
-0.96%
-$5,773.23 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.94%
-$37,714.27 
AVNV Avantis All International Markets Value ETF
-0.87%
-$3,339.32 
CGUS Capital Group Core Equity ETF
-0.78%
-$42,819.33 
IFV First Trust Dorsey Wright Focus 5 International Fund
-0.74%
-$3,888.78 
ITW Illinois Tool Works Inc.
-0.74%
-$6,092.35 
VOO Vanguard S&P 500 ETF
-0.69%
-$2,508 
CTAS Cintas Corporation
-0.67%
-$6,505.35 
ACIO Aptus Collared Investment Opportunity ETF
-0.67%
-$93,551.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$36,987.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$25,713.88 
CGDV Capital Group Dividend Value ETF
-0.54%
-$2,928.51 
ADP Automatic Data Processing Inc.
-0.51%
-$4,035.63 
FTC First Trust Large Cap Growth Fund
-0.51%
-$1,224.33 
ROP Roper Technologies Inc.
-0.5%
-$2,239.25 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.46%
-$7,826.67 
USA Liberty All Star Equity Fund
-0.43%
-$551.1 
DRSK Aptus Defined Risk ETF
-0.38%
-$33,179.74 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$10,247.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$1,074.37 
SLV iShares Silver Trust
-0.27%
-$4,422.73 
CAT Caterpillar Inc.
-0.23%
-$889.53 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.22%
-$2,762.64 
IWM iShares Russell 2000 ETF
-0.21%
-$589 
PAYX Paychex Inc.
-0.2%
-$610.65 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$2,305.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$4,544.4 
EMBX VanEck Emerging Markets Bond ETF
-0.1%
-$673.05 
JUCY Aptus Enhanced Yield ETF
-0.09%
-$2,400.38 
HD The Home Depot, Inc.
-0.08%
-$227.34 
AAPL Apple Inc.
-0.07%
-$1,341.23 
MCD McDonald's Corporation
-0.06%
-$320.16 
OSCV Opus Small Cap Value ETF
-0.04%
-$1,226.19 
MUB iShares National Muni Bond ETF
-0.02%
-$56.14 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 327/475 68% | Profit Factor 6.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $156,923.21 |
| Average Win $77,911.28 | Best Trade (Jul 10) $1.22M | Sharpe Ratio -12.39 |
| Average Loss -$27,531.35 | Worst Trade (Jul 10) -$711,507.4 | Z-Score 5.43 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $45,057.58 |
| 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 | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
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