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:
257.53%
Gain -0.79%
Monthly
4.74%
Yearly
74.18%
Drawdown
14.32%
$827.56M
Equity
Holdings
$827.56M
Investment
$616.11M
$285.57M
Profit -$991,841.95
Realized
$74.13M
Unrealized
$211.44M
Dividends
$24.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$991,841.95
Win %
62%
This Week
Compared To Last Week
Gain
4.4%
Profit
$34.85M
Win %
62%
This Month
Compared to last month
Gain
6.89%
Profit
$53.32M
Win %
62%
This Year
Compared to last year
Gain
5.54%
Profit
$43.41M
Win %
75%
Events
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Dividends
Dividend Analysis
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| Trades 32 | Longs Won 18/32 56% | Profit Factor 35.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $21.46M |
| Average Win $16.33M | Best Trade (Oct 16) $85.52M | Sharpe Ratio -8.49 |
| Average Loss -$593,627.09 | Worst Trade (Oct 14) -$24.58M | Z-Score -0.09 (7.28%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $8.92M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 3.56% |
| Consecutive Losing Trades | 1,395 | 1,255 | 1,116 | 976 | 837 | 697 | 558 | 418 | 279 | 139 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 7.39M | $72.78M | $114.53M | - | $41.75M | 57.36% | 0.0 |
 NHC National HealthCare Corporation | 1.03M | $132.64M | $248.39M | - | $115.75M | 87.27% | -1.641% |
 NHI National Health Investors, Inc. | 77,934 | $5.95M | $5.15M | - | -$799,935.36 | -13.45% | +0.548% |
 OII Oceaneering International, Inc. | 3.07M | $73.68M | $134.31M | - | $60.63M | 82.29% | +1.754% |
 WM Waste Management, Inc. | 1.45M | $331.07M | $325.18M | - | -$5.89M | -1.78% | +0.25% |
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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 Scott M McIntosh?
The largest contributions to the portfolio's profits come from the following stocks: Southwestern Energy Co - $59.58M, Enbridge Inc. Preferred Stock 2.983% Perpetual - $16.39M, Oceaneering International, Inc - $12.03M, Waste Management, Inc - $6.08M, and National HealthCare Corporation - $4.56M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Scott M McIntosh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.82M earned over time. The largest contributors to dividend income include Enbridge Inc. Preferred Stock 2.983% Perpetual - $13.31M, Waste Management, Inc - $6.85M, National HealthCare Corporation - $4.44M, National Health Investors, Inc - $214,866.2, and Expand Energy Corporation - $8,702.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott M McIntosh's monthly returns?
Scott M McIntosh'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 Scott M McIntosh's strategy be considered aggressive or moderate?
Scott M McIntosh's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Scott M McIntosh's strategy?
Scott M McIntosh's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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