David Jeffrey Fear - Thunderbird Partners Investment Strategy & Portfolio Analysis
As of Mar 31, 2026, the Thunderbird Partners portfolio managed by David Jeffrey Fear demonstrates a sophisticated investment approach with 22 positions and an average holding period of 434 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Consumer Defensive, Healthcare, Real Estate, Technology sectors with a typical position size of 9.4% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 9% and sector diversification of 6%, exemplified by the case study of (). This strategic framework provides insights into David Jeffrey Fear's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.2 years | Style | Average duration positions are maintained |
| Position Count | 22 | Style | Number of active positions in portfolio |
| Position Size | 9.4% | Risk | Typical allocation per position |
| Win Rate | 48.4% | Performance | Percentage of profitable positions |
| Average Return | -2.4% | Performance | Mean return across positions |
| Sharpe Ratio | -0.07 | Performance | Return per unit of risk taken |
Investment Case Study: N/A (N/A)
05/26/2026 - 05/26/2026
Performance Metrics
Total Return: 0.00%
Holding Period: 0 days
Max Position Size: $0.00
Position Weight: 0.00%
Key Events
No key events available
Investment Thesis
Entry Context: N/A
Sector Conditions: N/A
Sector Focus
Typical allocation per position by sector focus.