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

Tracking: 0 Updated: 3 hours ago

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.

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:

17.86%

Gain -1.16%

Monthly

0.97%

Yearly

12.25%

Drawdown

18.76%

$174.05M

Equity

Holdings

$174.05M

Investment

$145.4M

$28.74M

Profit -$2.21M

Realized

$85,372.42

Unrealized

$28.65M

Dividends

$4.48M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-1.16%

Profit

-$2.21M

Win %

62%

This Week

Compared To Last Week

Gain

-0.38%

Profit

-$654,671.75

Win %

62%

This Month

Compared to last month

Gain

-0.38%

Profit

-$654,671.75

Win %

62%

This Year

Compared to last year

Gain

-4.51%

Profit

-$3.03M

Win %

60%

Gainers
Losers

META Meta Platforms Inc Class A

+4.24%

+$12,573.6

WMT Walmart Inc.

+3.43%

+$169,971.16

MPC Marathon Petroleum Corporation

+1.62%

+$99,084.5

PCAR PACCAR Inc.

+1.34%

+$15,471.46

XLE Energy Select Sector SPDR Fund

+1.31%

+$75,148.8

CNQ Canadian Natural Resources Limited

+1%

+$46,816.7

BRK-B Berkshire Hathaway Inc.

+0.89%

+$39,254.04

JEPI JPMorgan Equity Premium Income Fund

+0.14%

+$11,635.84

ABT Abbott Laboratories

+0.06%

+$550

SGOV iShares 0-3 Month Treasury Bond ETF

+0.01%

+$208.6

RY Royal Bank of Canada

+$156.93

JPM JPMorgan Chase & Co.

JPST JPMorgan Ultra-Short Income ETF

ABVE Above Food Ingredients Inc.

-38.25%

-$1,159.43

QFIN Qifu Technology, Inc. American Depositary Shares

-8.21%

-$187,091.12

PANW Palo Alto Networks, Inc.

-5.64%

-$283,075

CCJ Cameco Corporation

-4.9%

-$231,004.17

NVDA NVIDIA Corporation

-3.55%

-$233,552.88

SHOP Shopify Inc.

-3.48%

-$6,910.86

APO Apollo Global Management, Inc.

-3.42%

-$115,874

PDD PDD Holdings Inc. American Depositary Shares

-3.13%

-$79,890.96

MSFT Microsoft Corp.

-3.11%

-$252,475.44

BIDU Baidu Inc.

-2.96%

-$52,520

IBIT iShares Bitcoin Trust

-2.76%

-$33,189.45

BLK BlackRock, Inc.

-2.74%

-$111,951.84

BABA Alibaba Group Holding Limited SP ADR

-2.69%

-$131,380.48

AMZN Amazon.com Inc

-2.53%

-$136,981

FXI iShares China Large-Cap ETF

-2.24%

-$126,824.6

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

-2.15%

-$186,832.38

GS The Goldman Sachs Group, Inc.

-1.93%

-$122,787.88

BMO Bank of Montreal

-1.85%

-$34,317.9

PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)

-1.77%

-$75,563.64

AAPL Apple Inc.

-1.58%

-$17,370.27

EEM iShares MSCI Emerging Markets ETF

-1.22%

-$38,700

V Visa Inc. Class A

-1.16%

-$43,170.08

EFA iShares MSCI EAFE ETF

-0.84%

-$5,220.61

TD The Toronto-Dominion Bank

-0.83%

-$3,868.1

GOOGL Alphabet Inc

-0.79%

-$70,647.72

GOOG Alphabet Inc

-0.76%

-$3,896.98

VTI VANGUARD TOTAL STOCK MKT ETF

-0.74%

-$32,665.32

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.73%

-$3,528.36

SPY SPDR S&P 500 ETF Trust

-0.73%

-$9,251.8

J Jacobs Solutions Inc.

-0.55%

-$5,411.59

XLU Utilities Select Sector SPDR Fund

-0.49%

-$7,109.84

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.27%

-$16,838.27

VIG Vanguard Dividend Appreciation ETF

-0.22%

-$3,944.85

AGG iShares Core U.S. Aggregate Bond ETF

-0.19%

-$6,759.44

BND Vanguard Total Bond Market Index Fund

-0.19%

-$504.28

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

-0.1%

-$3,986.28

ISTB iShares Core 1-5 Year USD Bond ETF

-0.08%

-$2,964

SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF

-0.08%

-$2,405.68

Events

Dividends

Dividend Analysis

No Data

Trades 271	Longs Won 170/271 62%	Profit Factor 5.76
Profitability	Shorts Won 0/0 0%	Standard Deviation $476,170.82
Average Win $204,552.03	Best Trade (May 18) $4.43M	Sharpe Ratio -9.7
Average Loss -$59,782.51	Worst Trade (Jun 29) -$1.08M	Z-Score 2.05 (96.01%)
Commissions $0	Avg. Trade Length 8m 1w 5d	Expectancy $106,036.21

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	2,915	2,624	2,332	2,041	1,749	1,458	1,166	875	583	292