Richard Mueller Portfolio
Invests via ADAPT Investment Managers SA | Managed by Alexis Maubourguet, Florent Gauthier
Invests via ADAPT Investment Managers SA
Managed by Alexis Maubourguet, Florent Gauthier
Automatically Tracked
Richard Mueller Profile
Seasoned investment professional and operating executive with a background in corporate finance, M&A and value‑creation initiatives across industrials and technology sectors. Richard Mueller combines transaction experience with hands‑on operational leadership, frequently serving on boards and advising growth-stage companies and sponsors on strategic exits and capital structure optimization. Market-facing profile emphasizes deal execution, EBITDA improvement and governance for mid‑market private equity and strategic buyers.
Seasoned investment professional and operating executive with a background in corporate finance, M&A and value‑creation initiatives across industrials and technology sectors. Richard Mueller combines transaction experience with hands‑on operational leadership, frequently serving on boards and advising growth-stage companies and sponsors on strategic exits and capital structure optimization. Market-facing profile emphasizes deal execution, EBITDA improvement and governance for mid‑market private equity and strategic buyers.
Investment Philosophy & Strategy
Combines transaction-focused private equity sensibilities with hands‑on operational value creation, prioritizing control or influential minority positions in mid‑market industrials and technology businesses. Capital allocation favors equity and structured mezzanine that support strategic M&A, EBITDA improvement and disciplined deleveraging. Investment horizon is multi‑year, centered on governance, board engagement and measurable operational KPIs. Risk management relies on conservative capital structures, active sponsor partnerships and exit planning via strategic sale or recapitalization.
Combines transaction-focused private equity sensibilities with hands‑on operational value creation, prioritizing control or influential minority positions in mid‑market industrials and technology businesses. Capital allocation favors equity and structured mezzanine that support strategic M&A, EBITDA improvement and disciplined deleveraging. Investment horizon is multi‑year, centered on governance, board engagement and measurable operational KPIs. Risk management relies on conservative capital structures, active sponsor partnerships and exit planning via strategic sale or recapitalization.
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:
31.98%
Gain +0.02%
Monthly
1.6%
Yearly
21.05%
Drawdown
24.57%
$357.9M
Equity
Holdings
$357.9M
Investment
$306.35M
$111.16M
Profit +$84,725.48
Realized
$59.62M
Unrealized
$51.54M
Dividends
$4.3M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$84,725.48
Win %
66%
This Week
Compared To Last Week
Gain
0.02%
Profit
$84,725.48
Win %
66%
This Month
Compared to last month
Gain
-4.58%
Profit
-$17.19M
Win %
66%
This Year
Compared to last year
Gain
-43.56%
Profit
-$201.54M
Win %
60%
AMD Advanced Micro Devices, Inc.
+4.73%
+$2.16M 
QCOM QUALCOMM Incorporated
+4.32%
+$119,030.74 
JPM JPMorgan Chase & Co.
+2.31%
+$89,138.79 
HPQ HP Inc.
+2.27%
+$75,991.44 
RCL Royal Caribbean Group
+2.23%
+$92,403.2 
TSLA Tesla, Inc.
+1.82%
+$266,819.28 
WFC Wells Fargo & Company
+1.61%
+$75,360.46 
BAC Bank of America Corporation
+1.56%
+$69,452.74 
TXN Texas Instruments Inc
+1.35%
+$595,565.54 
C Citigroup Inc.
+1.27%
+$10,209.72 
ABNB Airbnb, Inc.
+1.08%
+$1,285.92 
BKNG Booking Holdings Inc.
+0.82%
+$2,598.75 
SBUX Starbucks Corporation
+0.74%
+$13,996.18 
UNH UnitedHealth Group Incorporated
+0.73%
+$48,915.9 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$21,424.32 
XOM Exxon Mobil Corporation
+0.28%
+$24,230.08 
NVDA NVIDIA Corporation
+0.16%
+$22,036.8 
MSFT Microsoft Corp.
+0.1%
+$17,467.56 
GLD SPDR Gold Shares
+0.06%
+$8,852.8 
ORCL Oracle Corporation
+0.02%
+$1,496.92 
ADBE Adobe Inc.
-6.75%
-$166,230.62 
ADSK Autodesk, Inc.
-3.47%
-$92,970.2 
LLY Eli Lilly and Company
-2.41%
-$443,649.56 
PLTR Palantir Technologies Inc.
-2.36%
-$927 
NKE Nike, Inc. - Class B
-2.24%
-$91,511.38 
AAPL Apple Inc.
-1.52%
-$15,646.5 
AMZN Amazon.com Inc
-1.23%
-$579,201.96 
IBM International Business Machines Corporation
-0.95%
-$298,912.54 
AVGO Broadcom Inc.
-0.91%
-$2,800 
CSCO Cisco Systems, Inc.
-0.6%
-$716.13 
WYNN Wynn Resorts, Limited
-0.45%
-$32.16 
CRM Salesforce Inc
-0.34%
-$12,293.68 
META Meta Platforms Inc Class A
-0.26%
-$80,595.91 
GILD Gilead Sciences Inc.
-0.22%
-$17,686.2 Events
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Dividends
Dividend Analysis
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| Trades 143 | Longs Won 50/143 34% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.04M |
| Average Win $3.05M | Best Trade (Dec 31) $30.12M | Sharpe Ratio -8.17 |
| Average Loss -$445,863.28 | Worst Trade (Mar 31) -$4.96M | Z-Score -0.84 (59.76%) |
| Commissions $0 | Avg. Trade Length 4m 1w 3d | Expectancy $777,348.38 |
| 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% | 0.05% | 2.81% |
| Consecutive Losing Trades | 803 | 722 | 642 | 562 | 482 | 401 | 321 | 241 | 161 | 80 |
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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