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:
31.03%
Gain
Monthly
1.47%
Yearly
19.15%
Drawdown
37.08%
$141.48M
Equity
Holdings
$141.48M
Investment
$126.43M
$45.74M
Profit -$441,833.99
Realized
$30.69M
Unrealized
$15.04M
Dividends
$3.04M
Goals
Avg. 13% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$441,833.99
Win %
65%
This Week
Compared To Last Week
Gain
-3.63%
Profit
-$5.33M
Win %
65%
This Month
Compared to last month
Gain
-8.74%
Profit
-$13.55M
Win %
65%
This Year
Compared to last year
Gain
-14.75%
Profit
-$24.45M
Win %
68%
Events
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Dividends
Dividend Analysis
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| Trades 56 | Longs Won 38/56 67% | Profit Factor 7.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.4M |
| Average Win $1.4M | Best Trade (Dec 31) $15.87M | Sharpe Ratio -10.25 |
| Average Loss -$416,248.57 | Worst Trade (Jul 10) -$2.64M | Z-Score -0.91 (63.61%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $816,749.12 |
| 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% | 1.5% |
| Consecutive Losing Trades | 340 | 306 | 272 | 238 | 204 | 170 | 136 | 102 | 68 | 34 |
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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