Kate Ring Portfolio
Invests via Stash Investments, LLC | Managed by Kate Ring
Invests via Stash Investments, LLC
Managed by Kate Ring
Automatically Tracked
Kate Ring Profile
Seasoned investor and operator focused on early-stage healthcare and life-science companies, with experience sourcing and scaling clinical-stage ventures and platform technologies. Kate Ring is known for advising founders on go-to-market strategy, fundraising and regulatory pathways while working with venture firms and corporate partners. Complemented by an academic grounding in science and business, brings a market-oriented lens to diligence, portfolio development and board-level oversight.
Seasoned investor and operator focused on early-stage healthcare and life-science companies, with experience sourcing and scaling clinical-stage ventures and platform technologies. Kate Ring is known for advising founders on go-to-market strategy, fundraising and regulatory pathways while working with venture firms and corporate partners. Complemented by an academic grounding in science and business, brings a market-oriented lens to diligence, portfolio development and board-level oversight.
Investment Philosophy & Strategy
Combines science-led diligence with operator instincts to back early-stage healthcare and life‑science companies, prioritizing clinical-stage and platform technologies with clear regulatory and commercial pathways. Allocates capital on milestone-driven tranches, favoring patient, multi-year horizons where clinical validation and partnership catalysts derisk outcomes. Emphasizes active board-level engagement, founder coaching on go‑to‑market and fundraising, and leveraging corporate and academic networks to accelerate translational assets. Investment decisions blend quantitative clinical metrics with market segmentation and reimbursement analysis to balance high upside against clinical and regulatory risk.
Combines science-led diligence with operator instincts to back early-stage healthcare and life‑science companies, prioritizing clinical-stage and platform technologies with clear regulatory and commercial pathways. Allocates capital on milestone-driven tranches, favoring patient, multi-year horizons where clinical validation and partnership catalysts derisk outcomes. Emphasizes active board-level engagement, founder coaching on go‑to‑market and fundraising, and leveraging corporate and academic networks to accelerate translational assets. Investment decisions blend quantitative clinical metrics with market segmentation and reimbursement analysis to balance high upside against clinical and regulatory risk.
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:
40.86%
Gain -0.01%
Monthly
1.12%
Yearly
14.39%
Drawdown
14.06%
$276.42M
Equity
Holdings
$276.42M
Investment
$225.41M
$51.03M
Profit -$17,732.82
Realized
$23,224.6
Unrealized
$51.01M
Dividends
$13.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$17,732.82
Win %
71%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$17,732.82
Win %
71%
This Month
Compared to last month
Gain
-0.76%
Profit
-$2.11M
Win %
71%
This Year
Compared to last year
Gain
7.18%
Profit
$18.53M
Win %
71%
Events
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Dividends
Dividend Analysis
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| Trades 50 | Longs Won 36/50 72% | Profit Factor 137.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.92M |
| Average Win $1.43M | Best Trade (Jul 19) $26.78M | Sharpe Ratio -34.08 |
| Average Loss -$26,799.89 | Worst Trade (Jul 19) -$135,347.62 | Z-Score 5.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4d | Expectancy $1.02M |
| 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% | 0.03% | 2.15% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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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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