YC
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
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.
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.
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:
-6.25%
Gain -0.02%
Monthly
-0.38%
Yearly
-4.44%
Drawdown
20.6%
$155.06M
Equity
Holdings
$155.06M
Investment
$150.98M
-$10.08M
Profit -$30,656.37
Realized
-$14.16M
Unrealized
$4.08M
Dividends
$5.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$30,656.37
Win %
60%
This Week
Compared To Last Week
Gain
-1.75%
Profit
-$2.76M
Win %
60%
This Month
Compared to last month
Gain
-1.75%
Profit
-$2.76M
Win %
60%
This Year
Compared to last year
Gain
-29.88%
Profit
-$43.69M
Win %
50%
CPT Camden Property Trust
+2.68%
+$203,060 
IRT Independence Realty Trust Inc.
+2.43%
+$700,590.28 
KRC Kilroy Realty Corporation
+0.89%
+$9,300 
FR First Industrial Realty Trust Inc.
+0.58%
+$111,113.8 
INVH Invitation Homes Inc.
+0.43%
+$17,250 
ELS Equity Lifestyle Properties Inc.
+0.13%
+$6,157.12 
LEN
0%
$0 
WRE Washington Real Estate Investment Trust
0%
$0 
BN Brookfield Corporation
-3.74%
-$727,182.5 
FCPT Four Corners Property Trust Inc.
-1.25%
-$206,796.4 
STWD Starwood Property Trust Inc.
-0.99%
-$29,962.5 
VICI Vici Properties Inc.
-0.98%
-$73,764 
AAT American Assets Trust, Inc.
-0.13%
-$6,295.89 
REXR Rexford Industrial Realty, Inc.
-0.12%
-$24,146.44 Events
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Dividends
Dividend Analysis
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| Trades 74 | Longs Won 37/74 50% | Profit Factor 0.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $380,495.58 | Best Trade (May 26) $4.4M | Sharpe Ratio -53.92 |
| Average Loss -$653,051.61 | Worst Trade (Dec 31) -$5.6M | Z-Score 0.59 (44.16%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy -$136,278.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 237 | 214 | 190 | 166 | 142 | 119 | 95 | 71 | 47 | 24 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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