AH
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:
36.59%
Gain -0.65%
Monthly
1.2%
Yearly
15.41%
Drawdown
26.6%
$149.06M
Equity
Holdings
$149.06M
Investment
$130.52M
$43.43M
Profit -$1.03M
Realized
$24.89M
Unrealized
$18.55M
Dividends
$4.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.03M
Win %
65%
This Week
Compared To Last Week
Gain
-1.91%
Profit
-$2.89M
Win %
65%
This Month
Compared to last month
Gain
-1.91%
Profit
-$2.89M
Win %
65%
This Year
Compared to last year
Gain
7.12%
Profit
$9.92M
Win %
64%
META Meta Platforms Inc Class A
+4.24%
+$675,197.25 
HAL Halliburton Company
+2.25%
+$157,056.42 
WCC Wesco International Inc.
+0.84%
+$115,511.62 
SLB Schlumberger Limited
+0.51%
+$40,031.6 
LOW Lowe's Companies Inc.
+0.5%
+$1,160.63 
SBUX Starbucks Corporation
+0.4%
+$140.98 
NKE Nike, Inc. - Class B
+0.17%
+$7.05 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
JCI
0%
$0 
UAL United Airlines Holdings, Inc.
-3.38%
-$237,021.44 
USB U.S. Bancorp
-2.66%
-$456,174.35 
AMZN Amazon.com Inc
-2.53%
-$378,098.5 
FND Floor & Decor Holdings, Inc.
-1.96%
-$329,841.27 
DIS The Walt Disney Company
-1.92%
-$238,274.17 
CCL Carnival Corporation Ltd.
-1.72%
-$119,804.5 
DAL Delta Air Lines, Inc.
-1.54%
-$25,083.39 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$9,153.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$11,180.3 
STZ Constellation Brands, Inc.
-0.97%
-$8,081.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$1,141.04 
WFC Wells Fargo & Company
-0.94%
-$43,692.76 
FBIN Fortune Brands Innovations Inc.
-0.92%
-$84,098.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$10,053.12 
SCHF Schwab International Equity ETF
-0.91%
-$10,221.67 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$13,408.8 
BF-B Brown-Forman Corporation
-0.64%
-$27,276.96 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$468.93 
LULU lululemon athletica inc.
-0.35%
-$11,654.28 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$35 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$58 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$32.5 Events
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Dividends
Dividend Analysis
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| Trades 251 | Longs Won 174/251 69% | Profit Factor 4.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $847,489.51 |
| Average Win $318,404.93 | Best Trade (Mar 31) $10.12M | Sharpe Ratio -11.08 |
| Average Loss -$155,442.96 | Worst Trade (May 20) -$2.1M | Z-Score 2.49 (98.73%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $173,041.23 |
| 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% | 0.05% |
| Consecutive Losing Trades | 959 | 863 | 767 | 671 | 575 | 479 | 384 | 288 | 192 | 96 |
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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