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:
255.87%
Gain -0.14%
Monthly
5.29%
Yearly
85.63%
Drawdown
9.86%
$858.41M
Equity
Holdings
$858.41M
Investment
$634.52M
$290.59M
Profit -$431,518.74
Realized
$66.71M
Unrealized
$223.89M
Dividends
$20.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$431,518.74
Win %
100%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$431,518.74
Win %
100%
This Month
Compared to last month
Gain
6.44%
Profit
$51.94M
Win %
100%
This Year
Compared to last year
Gain
14.49%
Profit
$108.62M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 27 | Longs Won 16/27 59% | Profit Factor 204.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $22.14M |
| Average Win $18.25M | Best Trade (Jul 19) $76.71M | Sharpe Ratio -10 |
| Average Loss -$129,965.17 | Worst Trade (Mar 31) -$511,463.59 | Z-Score 1.82 (93.07%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $10.76M |
| 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% | 0.02% | 1.99% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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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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