Charles Hillier Portfolio
Invests via Cibra Capital Ltd. | Managed by Charles Hillier
Invests via Cibra Capital Ltd.
Managed by Charles Hillier
Automatically Tracked
Former technology entrepreneur and growth-stage investor, Charles Hillier focuses on SaaS and fintech investments with operational experience scaling product and GTM teams. He has led early-stage rounds, served on boards advising go-to-market strategy and unit-economics optimization, and works with founders on metrics-driven growth. Prior roles include startup CEO and corporate strategy at a regional financial services firm; education includes an MBA-level background in finance and management.
Former technology entrepreneur and growth-stage investor, Charles Hillier focuses on SaaS and fintech investments with operational experience scaling product and GTM teams. He has led early-stage rounds, served on boards advising go-to-market strategy and unit-economics optimization, and works with founders on metrics-driven growth. Prior roles include startup CEO and corporate strategy at a regional financial services firm; education includes an MBA-level background in finance and management.
Investment Philosophy & Strategy
Combines operational SaaS and fintech experience with growth-stage, metrics-driven investing. Prefers late-seed to Series B rounds, focuses on unit-economics, scalable GTM, ARR expansion, and recurring revenue models. Deploys concentrated, board-active capital, prioritizing founders needing hands-on product and go-to-market scaling. Investment horizon is multi-year growth-to-scale, balancing conviction bets with staged tranche funding tied to KPIs and disciplined exit-focused value creation.
Combines operational SaaS and fintech experience with growth-stage, metrics-driven investing. Prefers late-seed to Series B rounds, focuses on unit-economics, scalable GTM, ARR expansion, and recurring revenue models. Deploys concentrated, board-active capital, prioritizing founders needing hands-on product and go-to-market scaling. Investment horizon is multi-year growth-to-scale, balancing conviction bets with staged tranche funding tied to KPIs and disciplined exit-focused value creation.
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:
0.16%
Gain -0.4%
Monthly
0.01%
Yearly
0.1%
Drawdown
5.52%
$204.92M
Equity
Holdings
$204.92M
Investment
$207.12M
-$1.02M
Profit -$811,386.87
Realized
$1.19M
Unrealized
-$2.2M
Dividends
$1.58M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$811,386.87
Win %
60%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$811,386.87
Win %
60%
This Month
Compared to last month
Gain
-0.08%
Profit
-$158,728.54
Win %
60%
This Year
Compared to last year
Gain
-1.1%
Profit
-$2.29M
Win %
62%
EGO Eldorado Gold Corporation
+2.7%
+$85,041.92 
AVO Mission Produce Inc.
+1.34%
+$4,552.26 
TXNM TxnM Energy Inc.
+0.2%
+$32,597.67 
AES AES Corporation
+0.17%
+$4,892.5 
UNF UniFirst Corp.
+0.03%
+$2,376 
ACLX Arcellx, Inc.
0%
$0 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
MCW Mister Car Wash, Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
OS OneStream, Inc.
0%
$0 
HSC Harsco Corporation
0%
$0 
AAUC Allied Gold Corporation
-2.82%
-$281,898.04 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.76%
-$4,322.45 
PEN Penumbra Inc.
-0.72%
-$73,312 
WBD Warner Bros. Discovery, Inc.
-0.46%
-$38,415.13 
VAL Valaris Limited
-0.22%
-$7,370.29 
DBRG DigitalBridge Group Inc.
-0.03%
-$2,370.38 Events
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Dividends
Dividend Analysis
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| Trades 85 | Longs Won 27/85 31% | Profit Factor 1.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $530,330.39 |
| Average Win $324,817.6 | Best Trade (Dec 30) $2.88M | Sharpe Ratio -7.74 |
| Average Loss -$96,702.39 | Worst Trade (Aug 02) -$5.4M | Z-Score -2.61 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 3d | Expectancy -$11,953.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 19.81E% | 123.02T% | 110.7B% | 764.02M% | 16.1M% | 687,516.54% | 47,787.57% | 4,745.01% | 618.67% |
| Consecutive Losing Trades | 2,119 | 1,907 | 1,695 | 1,483 | 1,271 | 1,059 | 847 | 636 | 424 | 212 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAUC Allied Gold Corporation | 423,652 | $13.13M | $9.72M | - | -$3.4M | -25.92% | -2.817% |
| ACLX Arcellx, Inc. | 88,623 | $10.18M | $10.18M | - | - | - | 0.0 |
| AES AES Corporation | 195,700 | $2.76M | $2.9M | - | $141,882.5 | 5.15% | +0.169% |
| APLS Apellis Pharmaceuticals Inc. | 50,000 | $2.01M | $2.01M | - | - | - | 0.0 |
| AVO Mission Produce Inc. | 26,778 | $368,465 | $344,097.3 | - | -$24,367.7 | -6.61% | +1.341% |
| CWAN Clearwater Analytics Holdings Inc. | 458,424 | $10.84M | $11.26M | - | $417,165.43 | 3.85% | 0.0 |
| DBRG DigitalBridge Group Inc. | 474,076 | $7.3M | $7.55M | - | $249,872.31 | 3.42% | -0.031% |
| DHIL Diamond Hill Investment Group, Inc. | 32,677 | $5.61M | $5.54M | - | -$68,242.44 | -1.22% | 0.0 |
| EA Electronic Arts Inc. | 15,600 | $3.19M | $3.27M | - | $83,771.76 | 2.63% | 0.0 |
| EGO Eldorado Gold Corporation | 73,312 | $2.52M | $3.24M | - | $722,224.16 | 28.7% | +2.696% |
| FOLD Amicus Therapeutics, Inc. | 1.69M | $24.36M | $24.03M | - | -$324,909.42 | -1.33% | 0.0 |
| HOLX Hologic Inc. | 208,996 | $15.73M | $15.57M | - | -$160,773.18 | -1.02% | 0.0 |
| HSC Harsco Corporation | 109,394 | $2.15M | $2.15M | - | - | - | 0.0 |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 5,962 | $546,358 | $565,793.8 | - | $19,435.8 | 3.56% | -0.758% |
| MASI Masimo Corporation | 90,376 | $16.08M | $16.26M | - | $187,982.2 | 1.17% | 0.0 |
| MCW Mister Car Wash, Inc. | 336,900 | $2.35M | $2.35M | - | - | - | 0.0 |
| OS OneStream, Inc. | 519,691 | $12.47M | $12.47M | - | - | - | 0.0 |
| PEN Penumbra Inc. | 31,600 | $10.38M | $10.11M | - | -$269,232 | -2.59% | -0.72% |
| SEE Sealed Air Corporation | 514,636 | $21.64M | $21.64M | - | - | - | 0.0 |
| SNCY Sun Country Airlines Holdings, Inc. | 22,518 | $371,997 | $371,997 | - | - | - | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Charles Hillier?
The largest contributions to the portfolio's profits come from the following stocks: Hess Corporation - $2.88M, Kellanova Inc - $1.55M, Matterport Inc - $632,816.84, Berry Global Group Inc - $555,621.84, and Frontier Communications Parent, Inc - $401,866.92. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Surgery Partners Inc - $474,071.35, Avidity Biosciences, Inc - $42,034.94, Discover Financial Services - $39,626.33, Renew Energy Global Plc - $35,702.65, and Juniper Networks Inc - $14,532.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles Hillier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.58M earned over time. The largest contributors to dividend income include Kellanova Inc - $989,033.04, TxnM Energy Inc - $239,522.02, Omnicom Group Inc - $96,987, AES Corporation - $68,866.84, and Berry Global Group Inc - $31,604.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles Hillier's monthly returns?
Charles Hillier's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Charles Hillier's strategy be considered aggressive or moderate?
Charles Hillier's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Charles Hillier's strategy?
Charles Hillier's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
