SMM
Scott M McIntosh Portfolio
Invests via Morgan Stanley Institutional Investment Advisors LLC | Managed by Scott M. McIntosh
Invests via Morgan Stanley Institutional Investment Advisors LLC
Managed by Scott M. McIntosh
Automatically Tracked
Scott M McIntosh Profile
Veteran private markets investor and operating executive focused on middle-market buyouts, growth equity and strategic M&A. Scott M McIntosh combines deal sourcing, portfolio governance and operational value‑creation to drive exit-ready outcomes for sponsors and LPs. Experienced in transaction execution, capital structuring and board oversight, with a track record of partnering with management teams across technology, industrials and services sectors. Active in fundraising, due diligence and post-acquisition integration.
Veteran private markets investor and operating executive focused on middle-market buyouts, growth equity and strategic M&A. Scott M McIntosh combines deal sourcing, portfolio governance and operational value‑creation to drive exit-ready outcomes for sponsors and LPs. Experienced in transaction execution, capital structuring and board oversight, with a track record of partnering with management teams across technology, industrials and services sectors. Active in fundraising, due diligence and post-acquisition integration.
Investment Philosophy & Strategy
Targets middle‑market control and growth investments where active operational engagement can accelerate value creation. Prioritizes companies with durable cash flow, clear product-market fit and management teams receptive to governance and execution upgrades. Employs rigorous diligence, conservative capital structuring and milestone‑driven value plans to de‑risk exits over a 3–7 year horizon. Sector focus skews to technology, industrials and services, leveraging board oversight, KPI discipline and hands‑on integration to drive scalable EBITDA improvement.
Targets middle‑market control and growth investments where active operational engagement can accelerate value creation. Prioritizes companies with durable cash flow, clear product-market fit and management teams receptive to governance and execution upgrades. Employs rigorous diligence, conservative capital structuring and milestone‑driven value plans to de‑risk exits over a 3–7 year horizon. Sector focus skews to technology, industrials and services, leveraging board oversight, KPI discipline and hands‑on integration to drive scalable EBITDA improvement.
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:
43.48%
Gain +0.49%
Monthly
1.57%
Yearly
20.62%
Drawdown
11.55%
$1.07B
Equity
Holdings
$1.07B
Investment
$825.95M
$319.05M
Profit +$6.24M
Realized
$76.95M
Unrealized
$242.1M
Dividends
$50.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$6.24M
Win %
71%
This Week
Compared To Last Week
Gain
1.8%
Profit
$18.92M
Win %
71%
This Month
Compared to last month
Gain
1.8%
Profit
$18.92M
Win %
71%
This Year
Compared to last year
Gain
17.49%
Profit
$164.21M
Win %
81%
Events
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Dividends
Dividend Analysis
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| Trades 27 | Longs Won 18/27 66% | Profit Factor 18.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $32.37M |
| Average Win $18.72M | Best Trade (May 22) $169.34M | Sharpe Ratio -9.91 |
| Average Loss -$1.98M | Worst Trade (Jun 02) -$26.97M | Z-Score -1.11 (73.34%) |
| Commissions $0 | Avg. Trade Length 8m 2w 5d | Expectancy $11.82M |
| 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% | 0.02% | 0.5% | 8.21% |
| Consecutive Losing Trades | 539 | 485 | 431 | 377 | 323 | 270 | 216 | 162 | 108 | 54 |
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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