Craig McFadzean Portfolio
Invests via Turn8 Private Wealth Inc. | Managed by Craig McFadzean, Conner Sura
Invests via Turn8 Private Wealth Inc.
Managed by Craig McFadzean, Conner Sura
Automatically Tracked
Veteran private equity investor with operational and deal experience across technology and software-enabled services. Craig McFadzean led growth-oriented investments, board-level value creation and strategic exits, focusing on scaling recurring-revenue business models and go-to-market expansion. Prior roles span operating leadership and principal investing at mid-market buyout and growth firms; adept at commercial due diligence, CEO partnering and M&A structuring. Education includes MBA and engineering background, providing analytical rigor to portfolio transformation initiatives.
Veteran private equity investor with operational and deal experience across technology and software-enabled services. Craig McFadzean led growth-oriented investments, board-level value creation and strategic exits, focusing on scaling recurring-revenue business models and go-to-market expansion. Prior roles span operating leadership and principal investing at mid-market buyout and growth firms; adept at commercial due diligence, CEO partnering and M&A structuring. Education includes MBA and engineering background, providing analytical rigor to portfolio transformation initiatives.
Investment Philosophy & Strategy
Combines operational rigor and growth-oriented private equity discipline to back software and services businesses with recurring revenue. Prefers scaling mid-market companies through go-to-market expansion, commercial diligence-led value creation, and CEO partnership. Capital allocation favors control or influential minority positions enabling product-led growth, customer success investment, and bolt-on M&A. Time horizon is multi-year, with disciplined risk management via unit-economics focus, staged value milestones, and exit planning tied to revenue quality and margin expansion.
Combines operational rigor and growth-oriented private equity discipline to back software and services businesses with recurring revenue. Prefers scaling mid-market companies through go-to-market expansion, commercial diligence-led value creation, and CEO partnership. Capital allocation favors control or influential minority positions enabling product-led growth, customer success investment, and bolt-on M&A. Time horizon is multi-year, with disciplined risk management via unit-economics focus, staged value milestones, and exit planning tied to revenue quality and margin expansion.
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:
1.42%
Gain
Monthly
0.08%
Yearly
0.92%
Drawdown
16.94%
$166.87M
Equity
Holdings
$166.87M
Investment
$141.44M
$27.3M
Profit -$853,393.46
Realized
$1.87M
Unrealized
$25.43M
Dividends
$5.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$853,393.46
Win %
62%
This Week
Compared To Last Week
Gain
1.09%
Profit
$1.8M
Win %
62%
This Month
Compared to last month
Gain
2.67%
Profit
$4.34M
Win %
62%
This Year
Compared to last year
Gain
8.36%
Profit
$12.91M
Win %
61%
PANW Palo Alto Networks, Inc.
+2.2%
+$131,735.5 
ABVE Above Food Ingredients Inc.
+2.17%
+$55.21 
ABT Abbott Laboratories
+1.49%
+$14,700 
CNQ Canadian Natural Resources Limited
+1.33%
+$56,777.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.04%
+$43,214.5 
XLE Energy Select Sector SPDR Fund
+0.84%
+$47,462.4 
MPC Marathon Petroleum Corporation
+0.7%
+$49,891.96 
JPM JPMorgan Chase & Co.
+0.5%
+$26,494.15 
BMO Bank of Montreal
+0.49%
+$10,093.5 
PCAR PACCAR Inc.
+0.49%
+$6,352.52 
RY Royal Bank of Canada
+0.42%
+$28,247.4 
TD The Toronto-Dominion Bank
+0.27%
+$1,357.95 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$11,375.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$6,677.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$3,379.72 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$198.11 
XLU Utilities Select Sector SPDR Fund
+0.03%
+$496.04 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$1,111.5 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$142.05 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$521.5 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$601.42 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-4.67%
-$15,400.8 
BIDU Baidu Inc.
-4.46%
-$65,390 
PDD PDD Holdings Inc. American Depositary Shares
-3.31%
-$83,075.02 
MSFT Microsoft Corp.
-2.29%
-$168,930.36 
GOOG Alphabet Inc
-2.27%
-$11,532.75 
GOOGL Alphabet Inc
-2.27%
-$198,357.31 
APO Apollo Global Management, Inc.
-2.04%
-$66,364.2 
V Visa Inc. Class A
-1.96%
-$83,876.65 
QFIN Qifu Technology, Inc. American Depositary Shares
-1.95%
-$34,391.75 
SHOP Shopify Inc.
-1.79%
-$3,803.52 
CCJ Cameco Corporation
-1.58%
-$53,940.06 
BABA Alibaba Group Holding Limited SP ADR
-1.51%
-$66,436.72 
IBIT iShares Bitcoin Trust
-1.29%
-$14,856.23 
FXI iShares China Large-Cap ETF
-1.29%
-$69,247.79 
NVDA NVIDIA Corporation
-1.11%
-$68,119.59 
GS The Goldman Sachs Group, Inc.
-0.97%
-$63,845.04 
AAPL Apple Inc.
-0.88%
-$10,237.31 
BLK BlackRock, Inc.
-0.82%
-$35,595.56 
AMZN Amazon.com Inc
-0.75%
-$39,619.12 
J Jacobs Solutions Inc.
-0.74%
-$7,955.85 
EEM iShares MSCI Emerging Markets ETF
-0.73%
-$21,150 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.71%
-$27,903.96 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$7,247.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$2,729.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$23,708.93 
JEPI JPMorgan Equity Premium Income Fund
-0.36%
-$29,816.84 
EFA iShares MSCI EAFE ETF
-0.32%
-$1,946.67 
WMT Walmart Inc.
-0.28%
-$14,018.24 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$4,408.95 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 170/271 62% | Profit Factor 5.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,041.71 |
| Average Win $197,229 | Best Trade (Jul 10) $3.44M | Sharpe Ratio -10.32 |
| Average Loss -$61,629.65 | Worst Trade (Jul 10) -$1.06M | Z-Score 0.49 (37.77%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $100,754.01 |
| 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 | 2,710 | 2,439 | 2,168 | 1,897 | 1,626 | 1,355 | 1,084 | 813 | 542 | 271 |
Hover over the desired column for a detailed explanation.
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