Charles Hoeveler Portfolio
Invests via Norwood Investment Partners LP | Managed by Charles Hoeveler
Invests via Norwood Investment Partners LP
Managed by Charles Hoeveler
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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:
1.1%
Gain -1.48%
Monthly
-0.19%
Yearly
-2.3%
Drawdown
30.98%
$72.75M
Equity
Holdings
$72.75M
Investment
$72.64M
-$21.28M
Profit -$449,016.83
Realized
-$24.72M
Unrealized
$3.44M
Dividends
$1.67M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.48%
Profit
-$449,016.83
Win %
58%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$456,996.83
Win %
58%
This Month
Compared to last month
Gain
1.95%
Profit
$1.39M
Win %
58%
This Year
Compared to last year
Gain
1.14%
Profit
$821,781.98
Win %
53%
KSPI JSC Kaspi.kz American Depositary Receipt
+4.39%
+$122,767 
TFII TFI International Inc.
+2.83%
+$231,974.1 
APG Api Group Corporation
+1.54%
+$108,900 
DRVN Driven Brands Holdings Inc.
+0.89%
+$58,829.43 
SNDA Sonida Senior Living Inc.
+0.33%
+$4,522.05 
MGNI Magnite, Inc.
+0.17%
+$9,400 
DSP Viant Technology Inc.
-5.38%
-$238,015.43 
CTRI Centuri Holdings Inc.
-2.58%
-$190,260 
GFL GFL Environmental Inc.
-1.09%
-$135,000 
FSV FirstService Corporation
-0.93%
-$18,620.08 
BMI Badger Meter Inc.
-0.67%
-$20,929.77 
PRTH Priority Technology Holdings, Inc.
-0.58%
-$16,260 
DSGR Distribution Solutions Group, Inc.
-0.17%
-$9,329.28 
FLYW Flywire Corporation
-0.06%
-$2,040 Events
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Dividends
Dividend Analysis
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| Trades 219 | Longs Won 97/219 44% | Profit Factor 0.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $624,277.47 | Best Trade (Aug 13) $3.55M | Sharpe Ratio -10.71 |
| Average Loss -$670,749.38 | Worst Trade (Jun 30) -$8.02M | Z-Score -1.31 (81.32%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy -$97,153.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 108 | 98 | 87 | 76 | 65 | 54 | 43 | 33 | 22 | 11 |
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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FAQ
Which stocks have generated the highest profits for Charles Hoeveler?
The largest contributions to the portfolio's profits come from the following stocks: Api Group Corporation - $11.39M, Distribution Solutions Group, Inc - $5.97M, MeridianLink Inc - $4.58M, PowerSchool Holdings, Inc - $4.08M, and Clearwater Analytics Holdings Inc - $2.46M. 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: GoodRx Holdings, Inc. Class A Common Stock - $8.4M, Alight Inc - $6.88M, PayPal Holdings Inc - $5.71M, Matson Inc - $4.35M, and TFI International Inc - $3.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Charles Hoeveler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.67M earned over time. The largest contributors to dividend income include TFI International Inc - $712,480.84, Matson Inc - $381,941.28, Alight Inc - $361,005.8, JSC Kaspi.kz American Depositary Receipt - $64,092.16, and GFL Environmental Inc - $63,014.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Charles Hoeveler's monthly returns?
Charles Hoeveler's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Charles Hoeveler's strategy be considered aggressive or moderate?
Charles Hoeveler's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Charles Hoeveler's strategy?
Charles Hoeveler's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
