LQ
Louise Quant Portfolio
Invests via Trium Capital LLP | Managed by Dan Jelicic, Adrian Luck, Felix Lo, Peter Kisler, Santiago Clarens, Gustavo Mendonda, Tej Johar, Toby Hayes, Deepak Baghla, Javier Basabe, Joe Mares, Thomas Roderick
Invests via Trium Capital LLP
Managed by Dan Jelicic, Adrian Luck, Felix Lo, Peter Kisler, Santiago Clarens, Gustavo Mendonda, Tej Johar, Toby Hayes, Deepak Baghla, Javier Basabe, Joe Mares, Thomas Roderick
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Louise Quant Profile
With a distinguished career in technology-driven investment, Louise Quant has emerged as a pivotal figure in the evolution of fintech innovation. She co-founded a pioneering startup that streamlines data analytics for investors, greatly enhancing market efficiency and decision-making processes. Her entrepreneurial vision has garnered significant recognition within the venture capital ecosystem, attracting partnerships with leading financial institutions and tech firms alike. As an advocate for harnessing artificial intelligence in asset management, her insights contribute to transforming industry practices at scale. Quant’s leadership not only propels her company forward but also establishes new benchmarks for excellence in digital finance.
With a distinguished career in technology-driven investment, Louise Quant has emerged as a pivotal figure in the evolution of fintech innovation. She co-founded a pioneering startup that streamlines data analytics for investors, greatly enhancing market efficiency and decision-making processes. Her entrepreneurial vision has garnered significant recognition within the venture capital ecosystem, attracting partnerships with leading financial institutions and tech firms alike. As an advocate for harnessing artificial intelligence in asset management, her insights contribute to transforming industry practices at scale. Quant’s leadership not only propels her company forward but also establishes new benchmarks for excellence in digital finance.
Investment Philosophy & Strategy
In the ever-evolving fintech landscape, harnessing technological advancements is crucial for growth. Louise Quant exemplifies a forward-thinking approach to capitalizing on emerging opportunities in data analytics. Her strategic focus remains on innovation-driven solutions that not only streamline investment processes but also enhance market responsiveness. By fostering collaborations with top-tier financial and tech entities, she enhances her startup's competitive positioning while driving significant sector improvements. The blend of artificial intelligence and analytics within her venture reflects a commitment to transforming traditional asset management practices into more efficient frameworks.
In the ever-evolving fintech landscape, harnessing technological advancements is crucial for growth. Louise Quant exemplifies a forward-thinking approach to capitalizing on emerging opportunities in data analytics. Her strategic focus remains on innovation-driven solutions that not only streamline investment processes but also enhance market responsiveness. By fostering collaborations with top-tier financial and tech entities, she enhances her startup's competitive positioning while driving significant sector improvements. The blend of artificial intelligence and analytics within her venture reflects a commitment to transforming traditional asset management practices into more efficient frameworks.
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:
33.18%
Gain +0.57%
Monthly
0.88%
Yearly
11.14%
Drawdown
17.84%
$135.61M
Equity
Holdings
$135.61M
Investment
$133.98M
$86.56M
Profit +$474,445.32
Realized
$84.93M
Unrealized
$1.63M
Dividends
$12.72M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$474,445.32
Win %
49%
This Week
Compared To Last Week
Gain
0.35%
Profit
$474,445.32
Win %
49%
This Month
Compared to last month
Gain
-3.32%
Profit
-$4.66M
Win %
49%
This Year
Compared to last year
Gain
1.52%
Profit
$2.03M
Win %
56%
DFH Dream Finders Homes Inc.
+3.75%
+$0.92 
SSTK Shutterstock Inc.
+2.88%
+$9,002.47 
WM Waste Management, Inc.
+2.24%
+$16,765 
T AT&T Inc.
+2.09%
+$1.07M 
BSY Bentley Systems, Incorporated Class B
+1.93%
+$6,515.24 
VLTO Veralto Corporation
+1.9%
+$14,076.56 
SW Smurfit WestRock PLC
+1.57%
+$13,291.28 
RSG Republic Services, Inc.
+1.33%
+$25,444.16 
WTRG Essential Utilities Inc.
+1.17%
+$21,429.12 
WY Weyerhaeuser Company
+0.97%
+$10,936.19 
WCN Waste Connections Inc.
+0.91%
+$15,181.08 
ELME Elme Communities
+0.9%
+$50,269.38 
TTEK Tetra Tech, Inc.
+0.4%
+$1,999.69 
DAR Darling Ingredients Inc.
+0.25%
+$5,141.76 
ALMS Alumis Inc.
+0.11%
+$3,902.68 
ACHL Achilles Therapeutics plc - ADR
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
RNA Avidity Biosciences Inc.
0%
$0 
SPNS Sapiens International Corporation N.V.
0%
$0 
ONTO Onto Innovation Inc.
-10.77%
-$18,174 
NVT nVent Electric plc
-9.32%
-$168,881.06 
CEG Constellation Energy Corporation
-6.96%
-$50,819.63 
JCI Johnson Controls International plc
-5.77%
-$85,952.28 
MTZ MasTec, Inc. Common Stock
-5.07%
-$40,984.42 
GRC The Gorman-Rupp Company
-4.53%
-$22,255.48 
BKR Baker Hughes Company
-3.98%
-$108.1 
HBM Hudbay Minerals Inc.
-3.04%
-$104.65 
AYI Acuity Brands Inc.
-3%
-$11,007.36 
ROK Rockwell Automation, Inc.
-2.18%
-$37,002.78 
EE Excelerate Energy, Inc.
-2.08%
-$57.6 
PEG Public Service Enterprise Group Incorporated
-2.07%
-$29,775 
OC Owens Corning
-2%
-$32,033.76 
SHLS Shoals Technologies Group, Inc.
-1.91%
-$34.27 
WAB Wabtec Corporation
-1.56%
-$54,984.41 
CTVA Corteva Inc.
-1.3%
-$24,156.58 
WTS Watts Water Technologies Inc.
-1.29%
-$1,867.6 
IREN IREN Limited
-1.21%
-$636 
QXO Qxo Inc.
-1.01%
-$8,809.75 
DVN Devon Energy Corporation
-0.74%
-$2.96 
NEE NextEra Energy, Inc.
-0.72%
-$12,463.16 
FSLR First Solar, Inc.
-0.66%
-$6,800.64 
LIN Linde plc
-0.63%
-$11,872.76 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-0.55%
-$3,800.61 
FERG Ferguson Enterprises Inc
-0.47%
-$8,468.68 
BWLP BW LPG Limited
-0.44%
-$17.82 
NXT Nextracker Inc.
-0.33%
-$1,110.24 
CMBT CMB.TECH NV
-0.15%
-$6.18 
ZWS Zurn Elkay Water Solutions Corporation
-0.15%
-$1,727.46 Events
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Dividends
Dividend Analysis
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| Trades 913 | Longs Won 456/913 49% | Profit Factor 3.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $749,305.3 |
| Average Win $265,831.98 | Best Trade (Dec 31) $15.07M | Sharpe Ratio -61.11 |
| Average Loss -$75,835.58 | Worst Trade (Aug 06) -$5.3M | Z-Score -11.39 (99.21%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $94,811.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.81% |
| Consecutive Losing Trades | 1,789 | 1,610 | 1,431 | 1,252 | 1,073 | 894 | 716 | 537 | 358 | 179 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACHL Achilles Therapeutics plc - ADR | 61,506 | $91.03 | $91.02 | - | -$0.01 | -0.01% | 0.0 |
| ALMS Alumis Inc. | 390,268 | $6.36M | $3.59M | - | -$2.77M | -43.61% | +0.109% |
| AYI Acuity Brands Inc. | 1,152 | $414,766.08 | $356,434.56 | - | -$58,331.52 | -14.06% | -2.996% |
| BKR Baker Hughes Company | 46 | $2,680.65 | $2,608.66 | - | -$71.99 | -2.69% | -3.979% |
| BSY Bentley Systems, Incorporated Class B | 10,906 | $332,960.18 | $344,274.06 | - | $11,313.88 | 3.4% | +1.929% |
| BWLP BW LPG Limited | 162 | $2,818.8 | $4,053.24 | - | $1,234.44 | 43.79% | -0.438% |
| CEG Constellation Energy Corporation | 2,566 | $637,317.42 | $679,848.87 | - | $42,531.45 | 6.67% | -6.955% |
| CMBT CMB.TECH NV | 206 | $2,737.23 | $4,006.7 | - | $1,269.47 | 46.38% | -0.154% |
| CTVA Corteva Inc. | 22,162 | $1.61M | $1.84M | - | $221,473.76 | 13.72% | -1.299% |
| DAR Darling Ingredients Inc. | 32,136 | $1.39M | $2.1M | - | $710,049.26 | 51.18% | +0.246% |
| DFH Dream Finders Homes Inc. | 2 | $34.52 | $25.46 | - | -$9.06 | -26.25% | +3.749% |
| DVN Devon Energy Corporation | 8 | $330.56 | $398.88 | - | $68.32 | 20.67% | -0.737% |
| EE Excelerate Energy, Inc. | 72 | $2,570.76 | $2,707.92 | - | $137.16 | 5.34% | -2.083% |
| ELME Elme Communities | 3.35M | $5.59M | $5.61M | - | $20,884.4 | 0.37% | +0.904% |
| ESPR Esperion Therapeutics Inc. | 11.16M | $35.26M | $35.48M | - | $223,163 | 0.63% | 0.0 |
| FERG Ferguson Enterprises Inc | 8,104 | $1.89M | $1.79M | - | -$96,748.18 | -5.11% | -0.47% |
| FSLR First Solar, Inc. | 4,928 | $1.16M | $1.02M | - | -$139,434.58 | -11.99% | -0.66% |
| GRC The Gorman-Rupp Company | 6,604 | $410,306.52 | $469,544.4 | - | $59,237.88 | 14.44% | -4.525% |
| HBM Hudbay Minerals Inc. | 130 | $3,069.3 | $3,342.95 | - | $273.65 | 8.92% | -3.035% |
| IREN IREN Limited | 1,200 | $48,006 | $51,960 | - | $3,954 | 8.24% | -1.209% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Louise Quant?
The largest contributions to the portfolio's profits come from the following stocks: Alumis Inc - $28.14M, KraneShares CSI China Internet ETF - $7.62M, iShares MSCI Canada ETF - $6.75M, iShares China Large-Cap ETF - $5.8M, and iShares MSCI South Korea ETF - $4.69M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Albertsons Companies, Inc - $3.43M, Whole Earth Brands, Inc - $2.63M, TaskUs, Inc - $2.45M, Quanterix Corporation - $2.32M, and The Estée Lauder Companies Inc. Class A - $2.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Louise Quant's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.72M earned over time. The largest contributors to dividend income include KraneShares CSI China Internet ETF - $2.49M, Albertsons Companies, Inc - $978,038.63, AT&T Inc - $793,819, Xtrackers Harvest CSI 300 China A-Shares ETF - $734,545.67, and iShares MSCI Brazil ETF - $678,910.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Louise Quant's monthly returns?
Louise Quant's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Louise Quant's strategy be considered aggressive or moderate?
Louise Quant's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Louise Quant's strategy?
Louise Quant's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
