Michael Perry Portfolio
Invests via Albar Capital Partners LLP | Managed by Michael Perry
Invests via Albar Capital Partners LLP
Managed by Michael Perry
Automatically Tracked
Michael Perry Profile
Veteran investor and operating executive focused on event-driven and value-oriented strategies, Michael Perry founded and led investment vehicles deploying across public equity, distressed credit and special situations. Known for portfolio construction, risk controls and capital raising, he has prior experience scaling investment teams and working with institutional LPs. Market-facing profile emphasizes deal sourcing, active governance and opportunistic capital allocation.
Veteran investor and operating executive focused on event-driven and value-oriented strategies, Michael Perry founded and led investment vehicles deploying across public equity, distressed credit and special situations. Known for portfolio construction, risk controls and capital raising, he has prior experience scaling investment teams and working with institutional LPs. Market-facing profile emphasizes deal sourcing, active governance and opportunistic capital allocation.
Investment Philosophy & Strategy
Seasoned operator-investor prioritizes event-driven and value-oriented opportunities across public equities, distressed credit and special situations. Emphasizes concentrated, high-conviction positions paired with robust risk controls, dynamic portfolio construction and disciplined capital allocation to exploit dislocations. Prefers active governance, event arbitrage and turnaround situations where operational levers can unlock value. Time horizon is opportunistic-to-medium, with flexible use of leverage and hedging to manage downside while pursuing asymmetric upside.
Seasoned operator-investor prioritizes event-driven and value-oriented opportunities across public equities, distressed credit and special situations. Emphasizes concentrated, high-conviction positions paired with robust risk controls, dynamic portfolio construction and disciplined capital allocation to exploit dislocations. Prefers active governance, event arbitrage and turnaround situations where operational levers can unlock value. Time horizon is opportunistic-to-medium, with flexible use of leverage and hedging to manage downside while pursuing asymmetric upside.
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:
25.03%
Gain
Monthly
1.21%
Yearly
15.62%
Drawdown
19.09%
$600.22M
Equity
Holdings
$600.22M
Investment
$517.76M
$158.03M
Profit -$6.81M
Realized
$75.58M
Unrealized
$82.46M
Dividends
$10.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.81M
Win %
79%
This Week
Compared To Last Week
Gain
-2.45%
Profit
-$15.06M
Win %
79%
This Month
Compared to last month
Gain
-3.53%
Profit
-$21.99M
Win %
79%
This Year
Compared to last year
Gain
10.76%
Profit
$58.3M
Win %
81%
MAS Masco Corporation
+2.24%
+$103,167.89 
CTVA Corteva Inc.
+2.15%
+$284,112.84 
DOV Dover Corporation
+1.93%
+$859,018.31 
PKG Packaging Corporation of America
+1.91%
+$386,867.25 
EMN Eastman Chemical Company
+1.44%
+$57,832.74 
CRH CRH plc
+1.02%
+$419,280.91 
ROK Rockwell Automation, Inc.
+0.98%
+$157,552.5 
PH Parker-Hannifin Corporation
+0.77%
+$37,235.77 
FERG Ferguson Enterprises Inc
+0.72%
+$74,587.27 
APD Air Products and Chemicals, Inc.
+0.65%
+$267,189.59 
LIN Linde plc
+0.64%
+$3,293.12 
CF CF Industries Holdings, Inc.
+0.59%
+$9,064.19 
CARR Carrier Global Corporation
+0.57%
+$323,626.29 
OC Owens Corning
+0.54%
+$7,906.86 
CCEP Coca-Cola Europacific Partners PLC
+0.48%
+$12,319.98 
WLK Westlake Corporation
+0.11%
+$4,149.19 
H5919C104
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-4.59%
-$1.16M 
CAT Caterpillar Inc.
-4.17%
-$574,310.1 
FCX Freeport-McMoRan Inc.
-4.16%
-$1.54M 
CMI Cummins Inc.
-3.18%
-$1.62M 
MT ArcelorMittal S.A.
-3.08%
-$369,809.44 
ADI Analog Devices, Inc.
-2.91%
-$749,689.14 
NVDA NVIDIA Corporation
-2.84%
-$692,322.39 
WCC Wesco International Inc.
-2.73%
-$275,308.2 
BWA BorgWarner Inc.
-2.62%
-$264,668.88 
TKR Timken Co.
-2.02%
-$227,351.48 
AMZN Amazon.com Inc
-1.32%
-$283,824.29 
ASML ASML Holding N.V. New York Registry Shares
-1.26%
-$217,261.2 
JCI Johnson Controls International plc
-1.23%
-$75,981.07 
TT Trane Technologies plc
-1%
-$51,607.57 
RRX Regal Rexnord Corporation
-0.72%
-$180,518.8 
HUBB Hubbell Inc.
-0.12%
-$26,125.8 
LMT Lockheed Martin Corporation
-0.06%
-$7,864.29 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 81/165 49% | Profit Factor 9.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $2.19M | Best Trade (Jul 15) $10.5M | Sharpe Ratio -7.54 |
| Average Loss -$230,434.02 | Worst Trade (Mar 31) -$3.49M | Z-Score -3.28 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 5d | Expectancy $957,769.29 |
| 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 | 2,604 | 2,344 | 2,083 | 1,823 | 1,563 | 1,302 | 1,042 | 781 | 521 | 260 |
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Returns
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Option values are updated at end of day.
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