DL
Daniel Lau Portfolio
Invests via LM Asset (IM) Inc. | Managed by Daniel Lau, Christine Man
Invests via LM Asset (IM) Inc.
Managed by Daniel Lau, Christine Man
Automatically Tracked
Operating executive and investor focused on technology and fintech companies, with experience in growth-stage strategy, product and capital formation. Daniel Lau has led corporate development and go-to-market efforts at startups and has advised venture funds and PE firms; holds business and technical education and applies that background to evaluate SaaS and payments investments.
Operating executive and investor focused on technology and fintech companies, with experience in growth-stage strategy, product and capital formation. Daniel Lau has led corporate development and go-to-market efforts at startups and has advised venture funds and PE firms; holds business and technical education and applies that background to evaluate SaaS and payments investments.
Investment Philosophy & Strategy
Combines operator’s rigor with investor discipline to back growth-stage technology and fintech businesses, prioritizing SaaS and payments models with clear unit economics and product-market fit. Favors capital-efficient, product-led companies showing scalable go-to-market traction and predictable revenue curves. Investment decisions weight customer retention, margin expansion, and founder alignment; typical horizon is medium-to-long term with active oversight via board or advisory roles. Underwriting emphasizes data-driven KPIs, staged capital deployment, and partnership with VC/PE syndicates.
Combines operator’s rigor with investor discipline to back growth-stage technology and fintech businesses, prioritizing SaaS and payments models with clear unit economics and product-market fit. Favors capital-efficient, product-led companies showing scalable go-to-market traction and predictable revenue curves. Investment decisions weight customer retention, margin expansion, and founder alignment; typical horizon is medium-to-long term with active oversight via board or advisory roles. Underwriting emphasizes data-driven KPIs, staged capital deployment, and partnership with VC/PE syndicates.
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:
66.16%
Gain -2.13%
Monthly
3.01%
Yearly
42.92%
Drawdown
42.41%
$178.35M
Equity
Holdings
$178.35M
Investment
$125.44M
$82.57M
Profit -$4.76M
Realized
$29.66M
Unrealized
$52.91M
Dividends
$2.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.13%
Profit
-$4.76M
Win %
76%
This Week
Compared To Last Week
Gain
-2.65%
Profit
-$4.86M
Win %
76%
This Month
Compared to last month
Gain
-2.65%
Profit
-$4.86M
Win %
76%
This Year
Compared to last year
Gain
25.74%
Profit
$32.67M
Win %
78%
TSAT Telesat Corporation
-6.68%
-$1.28M 
LUMN Lumen Technologies Inc.
-5.4%
-$2.83M 
CMTG Claros Mortgage Trust Inc.
-4.47%
-$154,000 
GTE Gran Tierra Energy Inc.
-1.93%
-$647,267.2 
BDN Brandywine Realty Trust
-1.92%
-$224,400 
GT The Goodyear Tire & Rubber Company
-1.7%
-$204,000 
ASTL Algoma Steel Group Inc.
-1.43%
-$141,200 Events
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Dividends
Dividend Analysis
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| Trades 56 | Longs Won 40/56 71% | Profit Factor 12.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.01M |
| Average Win $2.24M | Best Trade (Dec 31) $15.87M | Sharpe Ratio -14.16 |
| Average Loss -$432,183.75 | Worst Trade (May 19) -$3.87M | Z-Score 0.55 (41.43%) |
| Commissions $0 | Avg. Trade Length 7m 4d | Expectancy $1.47M |
| 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% | 0.23% |
| Consecutive Losing Trades | 413 | 371 | 330 | 289 | 248 | 206 | 165 | 124 | 83 | 41 |
Hover over the desired column for a detailed explanation.
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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