CH
Charles Hoeveler Portfolio
Invests via Norwood Investment Partners LP | Managed by Charles Hoeveler
Invests via Norwood Investment Partners LP
Managed by Charles Hoeveler
Automatically Tracked
Charles Hoeveler Profile
With a robust background in corporate leadership, Charles Hoeveler has significantly impacted the finance sector. His extensive experience encompasses roles in strategic operations and business development across various organizations. Hoeveler's expertise lies in steering companies through transformative growth phases, identifying emerging opportunities while navigating complex market dynamics. He is recognized for fostering innovation and optimizing performance within diverse teams. His contributions to shaping sustainable business models have positioned him as a valuable asset within investment circles.
With a robust background in corporate leadership, Charles Hoeveler has significantly impacted the finance sector. His extensive experience encompasses roles in strategic operations and business development across various organizations. Hoeveler's expertise lies in steering companies through transformative growth phases, identifying emerging opportunities while navigating complex market dynamics. He is recognized for fostering innovation and optimizing performance within diverse teams. His contributions to shaping sustainable business models have positioned him as a valuable asset within investment circles.
Investment Philosophy & Strategy
Opportunity identification drives Charles Hoeveler's investment approach, reflecting his extensive corporate leadership experience. Leveraging a strong background in strategic operations and business development, he seeks out transformative prospects that align with market trends. This focus enables the cultivation of innovative solutions and sustainable business models within his investments. His unique perspective fosters an environment conducive to optimizing operational performance while remaining agile in response to emerging challenges. By emphasizing growth through effective resource allocation and team empowerment, opportunities for superior returns are meticulously pursued.
Opportunity identification drives Charles Hoeveler's investment approach, reflecting his extensive corporate leadership experience. Leveraging a strong background in strategic operations and business development, he seeks out transformative prospects that align with market trends. This focus enables the cultivation of innovative solutions and sustainable business models within his investments. His unique perspective fosters an environment conducive to optimizing operational performance while remaining agile in response to emerging challenges. By emphasizing growth through effective resource allocation and team empowerment, opportunities for superior returns are meticulously pursued.
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:
9.47%
Gain +0.02%
Monthly
-0.35%
Yearly
-4.14%
Drawdown
31.27%
$69.96M
Equity
Holdings
$69.96M
Investment
$72.97M
-$26.29M
Profit +$9,654.97
Realized
-$26.37M
Unrealized
$73,160.54
Dividends
$2.37M
Goals
Avg. 13.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$9,654.97
Win %
53%
This Week
Compared To Last Week
Gain
0.01%
Profit
$9,654.97
Win %
53%
This Month
Compared to last month
Gain
1.69%
Profit
$1.16M
Win %
53%
This Year
Compared to last year
Gain
-14.69%
Profit
-$13.46M
Win %
50%
VRRM Verra Mobility Corporation
+3.78%
+$28,390 
CTRI Centuri Holdings Inc.
+2.08%
+$66,960 
AMRZ Amrize Ltd.
+1.6%
+$77,647.92 
FSV FirstService Corporation
+1.34%
+$51,905.83 
TFII TFI International Inc.
+0.99%
+$100,479.36 
TTAM Titan America S.A.
+0.67%
+$1,124.53 
MGNI Magnite, Inc.
+0.31%
+$14,250 
GFL GFL Environmental Inc.
+0.28%
+$20,400 
PRTH Priority Technology Holdings, Inc.
+0.16%
+$5,560.16 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 206 | Longs Won 84/206 40% | Profit Factor 0.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $685,003.52 | Best Trade (Jun 14) $3.58M | Sharpe Ratio -8.92 |
| Average Loss -$687,150.39 | Worst Trade (Jun 30) -$8.02M | Z-Score -2.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy -$127,631.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 102 | 92 | 81 | 71 | 61 | 51 | 41 | 31 | 20 | 10 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
