Christopher Dodds Portfolio

Invests via Crown Oak Advisors, LLC | Managed by Christopher V. Dodds, Andrew Warren Dodds

Invests via Crown Oak Advisors, LLC

Managed by Christopher V. Dodds, Andrew Warren Dodds

Automatically Tracked

Tracking: 0 Updated: Yesterday at 03:52 AM

Christopher Dodds Profile

Veteran private-markets operator with experience across real assets, asset management and capital raising, focused on scalable income-generating investments and value-oriented strategies. Christopher Dodds combines portfolio construction, LP relations and transaction execution experience, advising on asset allocation, fund structuring and operational due diligence. Market-facing profile suited to institutional investors, secondaries and continuation vehicle opportunities.

Investment Philosophy & Strategy

Veteran private‑markets strategist prioritizing scalable, income‑generating real assets and value-oriented private equity opportunities. Emphasizes portfolio construction and capital efficiency, blending primary fund commitments, secondaries and continuation vehicles to optimize liquidity and returns. Underwrites deals with a bias for durable cash flows, operational improvement and downside protection; targets institutional LP alignment, rigorous operational due diligence, and repeatable transaction execution over multi-year horizons.

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:

21.59%

Gain -0.99%

Monthly

0.64%

Yearly

7.98%

Drawdown

15.11%

$217.34M

Equity

Holdings

$217.34M

Investment

$188.39M

$36.78M

Profit -$2.08M

Realized

$7.83M

Unrealized

$28.95M

Dividends

$5.41M

Goals

Avg. 59.5% completed goals

Yearly

Gain > 5%

2026

19%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.99%

Profit

-$2.08M

Win %

61%

This Week

Compared To Last Week

Gain

-1.22%

Profit

-$2.69M

Win %

61%

This Month

Compared to last month

Gain

1.18%

Profit

$2.53M

Win %

61%

This Year

Compared to last year

Gain

0.97%

Profit

$2.1M

Win %

59%

Gainers
Losers

CVX Chevron Corporation

+1.92%

+$22,306.24

KEYS Keysight Technologies, Inc.

+1%

+$90,930.68

XOM Exxon Mobil Corporation

+0.97%

+$5,396.07

GE General Electric Company

+0.9%

+$40,526.3

CAT Caterpillar Inc.

+0.35%

+$15,655.99

AAPL Apple Inc.

+0.14%

+$856.8

SITE SiteOne Landscape Supply Inc.

-3.81%

-$211,101.93

WSO Watsco Inc.

-3.44%

-$388,423.75

CPRT Copart Inc.

-2.4%

-$125,519.16

DSGX The Descartes Systems Group Inc.

-2.31%

-$78,221.5

BR Broadridge Financial Solutions, Inc.

-2.06%

-$120,591.37

IT Gartner Inc.

-1.89%

-$63,269.1

MTD Mettler-Toledo International Inc.

-1.88%

-$145,556.11

V Visa Inc. Class A

-1.8%

-$428,654.75

MCO Moody's Corporation

-1.58%

-$131,583.32

IDXX IDEXX Laboratories, Inc.

-1.5%

-$68,108.02

NDSN Nordson Corporation

-1.49%

-$128,955.37

SCHW Charles Schwab Corporation

-1.21%

-$584,994.8

CHD Church & Dwight Co., Inc.

-1.06%

-$123,740.4

ROL Rollins, Inc.

-0.77%

-$78,405.25

DE Deere & Company

-0.29%

-$48,522.48

HEI.A Heico Corporation

-0.07%

-$14,897.02

PFF iShares Preferred and Income Securities ETF

-0.07%

-$1,833.56

Events

Dividends

Dividend Analysis

No Data

Trades 199	Longs Won 119/199 59%	Profit Factor 2.81
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.51M
Average Win $480,049.87	Best Trade (Jul 18) $14.92M	Sharpe Ratio -9.74
Average Loss -$254,286.91	Worst Trade (Jul 18) -$6.11M	Z-Score 2.04 (95.9%)
Commissions $0	Avg. Trade Length 1y 4m 2d	Expectancy $184,839.1

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%	0.04%	2.46%
Consecutive Losing Trades	855	769	684	598	513	427	342	256	171	85