KR
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:
20.91%
Gain -0.52%
Monthly
0.65%
Yearly
8.16%
Drawdown
10.57%
$279.3M
Equity
Holdings
$279.3M
Investment
$225.41M
$53.91M
Profit -$1.63M
Realized
$23,224.6
Unrealized
$53.89M
Dividends
$11.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.63M
Win %
71%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$855,968.33
Win %
71%
This Month
Compared to last month
Gain
-0.31%
Profit
-$855,968.33
Win %
71%
This Year
Compared to last year
Gain
4.56%
Profit
$12.79M
Win %
71%
Events
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Dividends
Dividend Analysis
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| Trades 50 | Longs Won 36/50 72% | Profit Factor 187.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.06M |
| Average Win $1.51M | Best Trade (Jun 02) $28.33M | Sharpe Ratio -5.91 |
| Average Loss -$20,621.55 | Worst Trade (May 19) -$287,613.58 | Z-Score 5.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $1.08M |
| 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% | 2.2% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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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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