RN
Robert Newson Portfolio
Invests via Ask Capital Management LLC | Managed by Robert Newson
Invests via Ask Capital Management LLC
Managed by Robert Newson
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Seasoned growth-stage investor and operator focused on software, fintech and digital marketplaces. Robert Newson brings experience in venture and private equity investing, M&A execution and board governance, having led sourcing, diligencing and value creation initiatives across scale-ups. Known for strategic operating involvement with portfolio companies and capital raise execution. Educated at top-tier institutions with both investing and entrepreneurial background.
Seasoned growth-stage investor and operator focused on software, fintech and digital marketplaces. Robert Newson brings experience in venture and private equity investing, M&A execution and board governance, having led sourcing, diligencing and value creation initiatives across scale-ups. Known for strategic operating involvement with portfolio companies and capital raise execution. Educated at top-tier institutions with both investing and entrepreneurial background.
Investment Philosophy & Strategy
Operates as a hands-on growth-stage investor concentrating on software, fintech and digital marketplaces. Prefers high-margin SaaS and platform businesses with clear unit economics and scalable go-to-market models. Blends venture and PE playbooks: selective stage-appropriate capital, active board-level governance, and operational value creation to accelerate revenue scaling and margin expansion. Time horizon is multi-year with staged capital tranches, rigorous due diligence, and pragmatic exit orientation via strategic sale or growth rounds.
Operates as a hands-on growth-stage investor concentrating on software, fintech and digital marketplaces. Prefers high-margin SaaS and platform businesses with clear unit economics and scalable go-to-market models. Blends venture and PE playbooks: selective stage-appropriate capital, active board-level governance, and operational value creation to accelerate revenue scaling and margin expansion. Time horizon is multi-year with staged capital tranches, rigorous due diligence, and pragmatic exit orientation via strategic sale or growth rounds.
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:
78.95%
Gain -0.42%
Monthly
3.46%
Yearly
50.57%
Drawdown
52.56%
$820.63M
Equity
Holdings
$820.63M
Investment
$401.2M
$419.8M
Profit -$4.02M
Realized
$371,206.82
Unrealized
$419.43M
Dividends
$5.22M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$4.02M
Win %
75%
This Week
Compared To Last Week
Gain
7.19%
Profit
$55.04M
Win %
75%
This Month
Compared to last month
Gain
7.19%
Profit
$55.04M
Win %
75%
This Year
Compared to last year
Gain
30.79%
Profit
$198.07M
Win %
75%
Events
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Dividends
Dividend Analysis
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| Trades 10 | Longs Won 7/10 70% | Profit Factor 668.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130.8M |
| Average Win $60.06M | Best Trade (Jun 03) $435.87M | Sharpe Ratio -8.83 |
| Average Loss -$209,620.34 | Worst Trade (Dec 31) -$530,959.95 | Z-Score 1.06 (71.26%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $41.98M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.02% | 0.26% | 1.17% | 3.38% | 7.71% | 15.13% | 26.75% | 43.82% | 67.74% |
| Consecutive Losing Trades | 3,922 | 3,529 | 3,137 | 2,745 | 2,353 | 1,961 | 1,569 | 1,176 | 784 | 392 |
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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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