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Portland Investment Counsel Inc. - Michael Lee-Chin
Portland Investment Counsel Inc. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
67 Followers
Michael Lee-Chin Portland Investment Counsel Inc.
Hedge Fund Manager
Ranked #245 out of 487 Hedge Fund Managers
Portfolio Gain
+89.28%
Since Jan 2016
Sharpe Ratio
1.10
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$278.38M
Michael Lee-Chin manages more assets than 12% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.97%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
36.72% Financial
19.90% Communication Services
12.18% Healthcare
5.33% Basic Materials
5.10% Consumer Cyclical
2.36% Energy
0.84% Technology
0.45% Consumer Defensive
0.40% Industrial Goods
0.37% General
0.17% Utilities
A breakdown of Portland Investment Counsel Inc.'s portfolio by sector
Portland Investment Counsel Inc. Portfolio Activity
Apple
Not Changed
Technology
$216.62
($196.00-$237.23)
+6.54%
0.00%
1.20M
0.43%
Nutrien
Added
Basic Materials
$48.54
($44.65-$52.43)
-0.27%
+0.59%
14.84M
5.33%
AT&T
Reduced
Communication Services
$20.24
($18.14-$22.34)
+7.55%
-2.28%
27.85M
9.88%
Citigroup
Not Changed
Financial
$60.66
($53.51-$67.81)
+15.12%
0.00%
21.60M
7.69%
Olema Pharmaceuticals
New
Healthcare
$13.38
($10.15-$16.62)
-43.72%
+100.00%
143.28K
0.05%
CVS Health
Added
Healthcare
$59.37
($54.81-$63.92)
-20.27%
+2.14%
12.63M
4.49%
Perspective Therapeutics
Not Changed
Healthcare
$13.15
($9.76-$16.55)
-74.01%
0.00%
934.51K
0.34%
HEICO
New
Industrial Goods
$243.72
($218.05-$269.38)
-2.31%
+100.00%
211.28K
0.08%
Canadian Bank of Commerce
Sold Out
Financial
$54.89
($47.11-$62.67)
+8.10%
-100.00%
0.00
0.00%
Microsoft
Not Changed
Technology
$426.96
($385.58-$468.35)
+4.69%
0.00%
919.55K
0.33%
See a list of Portland Investment Counsel Inc.'s holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Portland Investment Counsel Inc.'s performance with other Hedge Funds and the S&P 500
Portland Investment Counsel Inc. activity FAQ
What is Portland Investment Counsel Inc.’s portfolio gain since Jun 2013?
Portland Investment Counsel Inc.’s portfolio gain since Jun 2013 was 89.28%.
What is Portland Investment Counsel Inc.’s Sharpe Ratio?
Portland Investment Counsel Inc.’s Sharpe Ratio is 1.10.
What is Portland Investment Counsel Inc.’s portfolio value?
Portland Investment Counsel Inc.’s portfolio value is $278.38M.
What is Portland Investment Counsel Inc.’s average return since the fund’s last 13F filing?
Portland Investment Counsel Inc.’s average return since the fund’s last 13F filing is 7.83%.
What was Portland Investment Counsel Inc.’s average return in the last 12 months?
Portland Investment Counsel Inc.’s average return in the last 12 months was 32.47%.
What was Portland Investment Counsel Inc.’s average return in the last 3 years?
Portland Investment Counsel Inc.’s average return in the last 3 years was 9.97%.
When was the most recent most recent 13F form submitted by Portland Investment Counsel Inc.?
Portland Investment Counsel Inc.'s most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Michael Lee-Chin Net Worth?
Michael Lee-Chin is Managing Portland Investment Counsel Inc. which has a net worth of $278.38M.
TipRanks & Hedge Funds: TipRanks measures the performance of Michael Lee-Chin and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.