Yolanda Cafiero Portfolio

Invests via Argosy-Lionbridge Management LLC | Managed by Yolanda Cafiero, Greg Morillo, Andy Stewart, David Butler

Invests via Argosy-Lionbridge Management LLC

Managed by Yolanda Cafiero, Greg Morillo, Andy Stewart, David Butler

Automatically Tracked

Tracking: 0 Updated: 11 hours ago

Strategic investor and former operating executive focused on growth-stage healthcare and SaaS businesses, with experience across corporate development, M&A and capital formation. Yolanda Cafiero combines hands-on operating roles with venture and private equity investing to source and scale revenue-generating companies. She is known for structuring cross-border partnerships, board-level governance and exit planning. Market-savvy and networked with limited partner and corporate sponsor relationships.

Investment Philosophy & Strategy

Combines operational experience and growth-stage investing to back healthcare and SaaS companies where revenue momentum and repeatable GTM can be scaled cross-border. Focuses on growth equity and structured minority deals, emphasizing board-level governance, commercial diligence, and capital formation to de-risk expansions. Prefers enterprise software and healthcare services with clear unit economics, repeatable sales motions, and strategic acquirability. Uses networked LP and corporate sponsor relationships to syndicate capital, accelerate partnerships, and optimize exit pathways.

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:

-6.31%

Gain +0.02%

Monthly

-0.35%

Yearly

-4.13%

Drawdown

24.28%

$158.37M

Equity

Holdings

$158.37M

Investment

$155.06M

-$9.26M

Profit +$21,453.23

Realized

-$12.57M

Unrealized

$3.31M

Dividends

$11.75M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.02%

Profit

$21,453.23

Win %

60%

This Week

Compared To Last Week

Gain

0.01%

Profit

$21,453.23

Win %

60%

This Month

Compared to last month

Gain

3.14%

Profit

$4.81M

Win %

60%

This Year

Compared to last year

Gain

11.19%

Profit

$15.95M

Win %

52%

Gainers
Losers

FR First Industrial Realty Trust Inc.

+0.26%

+$57,144.24

LEN Lennar Corporation

-2.9%

-$376,926.7

IRT Independence Realty Trust Inc.

-2.06%

-$636,900.25

BN Brookfield Corporation

-1.51%

-$285,755

CPT Camden Property Trust

-1.4%

-$114,400

AAT American Assets Trust, Inc.

-1.31%

-$71,353.42

ELME Elme Communities

-1.3%

-$5,535.54

VICI Vici Properties Inc.

-1.03%

-$76,496

INVH Invitation Homes Inc.

-0.99%

-$41,400

STWD Starwood Property Trust Inc.

-0.53%

-$15,862.5

KRC Kilroy Realty Corporation

-0.4%

-$4,800

FCPT Four Corners Property Trust Inc.

-0.34%

-$61,021.89

REXR Rexford Industrial Realty, Inc.

-0.32%

-$72,439.32

ELS Equity Lifestyle Properties Inc.

-0.3%

-$15,392.8

Events

Dividends

Dividend Analysis

No Data

Trades 74	Longs Won 39/74 52%	Profit Factor 0.69
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.41M
Average Win $518,722.61	Best Trade (Jul 19) $5.93M	Sharpe Ratio -8.75
Average Loss -$843,131.75	Worst Trade (Dec 31) -$5.6M	Z-Score 1.08 (72.07%)
Commissions $0	Avg. Trade Length 8m 1w 5d	Expectancy -$125,107.79