David Jeffrey Fear - Thunderbird Partners Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 1 | |
| Portfolio Value | $0 |
Thunderbird Partners Strategy Analysis
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 | 20 | Style | Number of active positions in portfolio |
| Position Size | 9.3% | Risk | Typical allocation per position |
| Win Rate | 50.0% | Performance | Percentage of profitable positions |
| Average Return | -2.3% | Performance | Mean return across positions |
| Sharpe Ratio | -0.06 | Performance | Return per unit of risk taken |
Investment Case Study: N/A (N/A)
N/A - N/A
Performance Metrics
Total Return: N/A%
Holding Period: N/A days
Max Position Size: $N/A
Position Weight: 0.00%
Key Events
No key events available
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure