CAK
Charles A. Kennedy Portfolio
Invests via Carnegie Mellon University | Managed by Charles A. Kennedy
Invests via Carnegie Mellon University
Managed by Charles A. Kennedy
Automatically Tracked
Charles A. Kennedy Profile
With a distinguished career in financial services, Charles A. Kennedy has established himself as a prominent investor-operator focused on maximizing growth within complex market landscapes. His extensive experience spans both traditional and alternative asset classes, enabling him to effectively navigate dynamic investment environments. As a key figure in private equity transactions, he adeptly identifies value creation opportunities across various sectors. Known for his collaborative leadership style, Kennedy fosters strong relationships with stakeholders and partners alike while driving strategic initiatives that align interests across the capital spectrum.
With a distinguished career in financial services, Charles A. Kennedy has established himself as a prominent investor-operator focused on maximizing growth within complex market landscapes. His extensive experience spans both traditional and alternative asset classes, enabling him to effectively navigate dynamic investment environments. As a key figure in private equity transactions, he adeptly identifies value creation opportunities across various sectors. Known for his collaborative leadership style, Kennedy fosters strong relationships with stakeholders and partners alike while driving strategic initiatives that align interests across the capital spectrum.
Investment Philosophy & Strategy
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:
-1.64%
Gain
Monthly
-0.13%
Yearly
-1.54%
Drawdown
35.96%
$82.99M
Equity
Holdings
$82.99M
Investment
$62.56M
$2.86M
Profit +$1.14M
Realized
-$17.57M
Unrealized
$20.43M
Dividends
$5.18M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$1.14M
Win %
77%
This Week
Compared To Last Week
Gain
5.14%
Profit
$4.06M
Win %
77%
This Month
Compared to last month
Gain
5.14%
Profit
$4.05M
Win %
77%
This Year
Compared to last year
Gain
28.98%
Profit
$18.64M
Win %
77%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 42 | Longs Won 27/42 64% | Profit Factor 1.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.15M |
| Average Win $1.56M | Best Trade (Jul 10) $13.05M | Sharpe Ratio -22.39 |
| Average Loss -$2.61M | Worst Trade (Mar 31) -$14.94M | Z-Score -0.27 (21.12%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 1d | Expectancy $68,002.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 32 | 29 | 25 | 22 | 19 | 16 | 13 | 10 | 6 | 3 |
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
Option values are updated at end of day.
No Data
No Data
No Data
No Data
