BM
Burke Montgomery Portfolio
Invests via GCM Grosvenor Holdings LLC | Managed by GCM Grosvenor L.P., Gcm LLC
Invests via GCM Grosvenor Holdings LLC
Managed by GCM Grosvenor L.P., Gcm LLC
Automatically Tracked
Burke Montgomery Profile
With a distinguished background in venture capital and technology innovation, Burke Montgomery has made significant strides in the startup ecosystem. His extensive experience spans various sectors, emphasizing software development and digital transformation initiatives. Montgomery’s role as an investor-operator positions him uniquely at the intersection of finance and entrepreneurship, enabling him to support emerging businesses through strategic guidance while driving operational efficiency. He is recognized for fostering relationships that accelerate growth trajectories for startups seeking to scale within competitive markets. This blend of investment acumen and hands-on management experience solidifies his influence across multiple ventures.
With a distinguished background in venture capital and technology innovation, Burke Montgomery has made significant strides in the startup ecosystem. His extensive experience spans various sectors, emphasizing software development and digital transformation initiatives. Montgomery’s role as an investor-operator positions him uniquely at the intersection of finance and entrepreneurship, enabling him to support emerging businesses through strategic guidance while driving operational efficiency. He is recognized for fostering relationships that accelerate growth trajectories for startups seeking to scale within competitive markets. This blend of investment acumen and hands-on management experience solidifies his influence across multiple ventures.
Investment Philosophy & Strategy
Innovation opportunities abound in the rapidly evolving technology landscape. Burke Montgomery leverages his profound understanding of software development and digital transformation to identify promising startups ripe for growth. His approach blends strategic investment with operational involvement, ensuring that he adds value beyond capital infusion. By prioritizing hands-on engagement, he cultivates a robust support system for entrepreneurs navigating market challenges. With a keen eye on scalability, Montgomery is driven to align ventures with market demands while fostering collaboration within diverse ecosystems.
Innovation opportunities abound in the rapidly evolving technology landscape. Burke Montgomery leverages his profound understanding of software development and digital transformation to identify promising startups ripe for growth. His approach blends strategic investment with operational involvement, ensuring that he adds value beyond capital infusion. By prioritizing hands-on engagement, he cultivates a robust support system for entrepreneurs navigating market challenges. With a keen eye on scalability, Montgomery is driven to align ventures with market demands while fostering collaboration within diverse ecosystems.
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:
13.3%
Gain +2.25%
Monthly
0.41%
Yearly
4.98%
Drawdown
26.15%
$775.56M
Equity
Holdings
$775.56M
Investment
$802.72M
$92.16M
Profit +$18.67M
Realized
$119.32M
Unrealized
-$27.16M
Dividends
$11.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.25%
Profit
$18.67M
Win %
52%
This Week
Compared To Last Week
Gain
-7.37%
Profit
-$61.69M
Win %
52%
This Month
Compared to last month
Gain
-9.15%
Profit
-$78.07M
Win %
52%
This Year
Compared to last year
Gain
-15.51%
Profit
-$130.76M
Win %
56%
KRMN Karman Holdings Inc.
+6.43%
+$9.79M 
VIK Viking Holdings Ltd
+4.77%
+$668,561.94 
NU Nu Holdings Ltd.
+4%
+$187,588.44 
LPX Louisiana-Pacific Corporation
+3.99%
+$131,582.88 
HDB HDFC Bank Limited ADR
+2.33%
+$107,664.66 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$270,394.44 
AER AerCap Holdings N.V.
+2.13%
+$113,016.69 
CEG Constellation Energy Corporation
+1.92%
+$4.09M 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.83%
+$143,897.78 
CART Maplebear Inc.
+1.53%
+$2.61M 
AMZN Amazon.com Inc
+1.48%
+$451,617.61 
CNM Core & Main Inc.
+1.05%
+$72,508.8 
LINE Lineage, Inc.
+0.79%
+$105,727.65 
ABG Asbury Automotive Group Inc.
+0.52%
+$31,658.76 
SHEN Shenandoah Telecommunications Company
+0.49%
+$329,284 
ANTM Anthem Inc
0%
$0 
FSSL
0%
$0 
IGT International Game Technology PLC
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 188 | Longs Won 114/188 60% | Profit Factor 1.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.96M |
| Average Win $2.42M | Best Trade (Jun 11) $51.97M | Sharpe Ratio -7.82 |
| Average Loss -$2.48M | Worst Trade (Jun 11) -$82.22M | Z-Score -2.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $490,231.08 |
| 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% | 0.03% | 0.23% | 1.42% | 6.99% | 28.47% |
| Consecutive Losing Trades | 313 | 282 | 250 | 219 | 188 | 157 | 125 | 94 | 63 | 31 |
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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