Alan Hartley Portfolio
Invests via Black Cypress Capital Management, LLC | Managed by Alan R. Hartley
Invests via Black Cypress Capital Management, LLC
Managed by Alan R. Hartley
Automatically Tracked
Alan Hartley Profile
Seasoned corporate executive and investor focusing on growth-stage technology and financial services companies. Alan Hartley brings operating experience in strategy, M&A and board advisory roles, pairing corporate leadership with direct venture and private equity investments. Known for coordinating cross-border transactions and driving go-to-market scale, he frequently works with management teams on capital raises and operational restructuring. Active in governance and portfolio oversight, he complements deal sourcing with strategic execution.
Seasoned corporate executive and investor focusing on growth-stage technology and financial services companies. Alan Hartley brings operating experience in strategy, M&A and board advisory roles, pairing corporate leadership with direct venture and private equity investments. Known for coordinating cross-border transactions and driving go-to-market scale, he frequently works with management teams on capital raises and operational restructuring. Active in governance and portfolio oversight, he complements deal sourcing with strategic execution.
Investment Philosophy & Strategy
Combines operational leadership with opportunistic growth-stage investing, targeting technology and financial-services businesses poised for scalable go-to-market expansion. Prioritizes minority and control investments that align capital with hands-on board-level guidance, M&A-driven value creation, and cross-border commercialization. Underwrites with revenue growth and unit-economics traction, favors capital-efficient scaling, and structures deals to preserve optionality. Time horizon is medium-to-long term, risk-managed via stage diversification, active governance, and disciplined exit planning.
Combines operational leadership with opportunistic growth-stage investing, targeting technology and financial-services businesses poised for scalable go-to-market expansion. Prioritizes minority and control investments that align capital with hands-on board-level guidance, M&A-driven value creation, and cross-border commercialization. Underwrites with revenue growth and unit-economics traction, favors capital-efficient scaling, and structures deals to preserve optionality. Time horizon is medium-to-long term, risk-managed via stage diversification, active governance, and disciplined exit planning.
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:
23.48%
Gain
Monthly
0.77%
Yearly
9.63%
Drawdown
27.87%
$156.81M
Equity
Holdings
$156.81M
Investment
$130.52M
$51.18M
Profit +$361,744.51
Realized
$24.89M
Unrealized
$26.29M
Dividends
$5.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$361,744.51
Win %
73%
This Week
Compared To Last Week
Gain
1.31%
Profit
$2.03M
Win %
73%
This Month
Compared to last month
Gain
1.28%
Profit
$1.98M
Win %
73%
This Year
Compared to last year
Gain
12.58%
Profit
$17.52M
Win %
70%
NKE Nike, Inc. - Class B
+3.85%
+$154.63 
BF-B Brown-Forman Corporation
+3.51%
+$150,023.28 
STZ Constellation Brands, Inc.
+3.32%
+$26,552.06 
FND Floor & Decor Holdings, Inc.
+3.3%
+$619,701.78 
SBUX Starbucks Corporation
+2.63%
+$1,027.67 
FBIN Fortune Brands Innovations Inc.
+2.25%
+$268,648.05 
LOW Lowe's Companies Inc.
+2.14%
+$5,016.42 
DIS The Walt Disney Company
+1.98%
+$235,211.52 
USB U.S. Bancorp
+1.27%
+$251,682.4 
LULU lululemon athletica inc.
+0.78%
+$24,103.17 
IVE ISHARES S&P 500 VALUE ETF
+0.73%
+$902.83 
DAL Delta Air Lines, Inc.
+0.38%
+$6,729.69 
WFC Wells Fargo & Company
+0.28%
+$14,368.76 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.05%
+$54.57 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$32.5 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$17.5 
WCC Wesco International Inc.
-3.08%
-$384,791.12 
META Meta Platforms Inc Class A
-2.06%
-$373,822.22 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$15,701.03 
UAL United Airlines Holdings, Inc.
-2.03%
-$157,851.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.55%
-$1,803.85 
JCI Johnson Controls International plc
-1.51%
-$404.2 
SCHF Schwab International Equity ETF
-1.22%
-$13,428.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$7,397.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$12,261.76 
SLB Schlumberger Limited
-0.98%
-$64,188.6 
AMZN Amazon.com Inc
-0.94%
-$139,605.6 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$13,157.39 
CCL Carnival Corporation Ltd.
-0.47%
-$31,527.5 
HAL Halliburton Company
-0.44%
-$26,899.17 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$29 Events
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Dividends
Dividend Analysis
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| Trades 251 | Longs Won 183/251 72% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $838,874.65 |
| Average Win $323,597.53 | Best Trade (Mar 31) $10.12M | Sharpe Ratio -10.74 |
| Average Loss -$118,201.56 | Worst Trade (Jul 10) -$1.59M | Z-Score 1.02 (69.08%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $203,906.94 |
| 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% | 0.01% |
| Consecutive Losing Trades | 1,326 | 1,194 | 1,061 | 928 | 796 | 663 | 531 | 398 | 265 | 133 |
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Returns
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Option values are updated at end of day.
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