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Invesco Private Capital, Inc. - Wilbur Ross
Invesco Private Capital, Inc. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2019
4 Followers
Wilbur Ross Invesco Private Capital, Inc.
Hedge Fund Manager
Ranked #428 out of 487 Hedge Fund Managers
Portfolio Gain
-82.71%
Since Jan 2016
Sharpe Ratio
-0.56
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$365.33M
Wilbur Ross manages more assets than 17% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-9.24%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
62.69% Energy
29.26% Industrial Goods
5.94% Financial
0.24% Technology
A breakdown of Invesco Private Capital, Inc.'s portfolio by sector
Invesco Private Capital, Inc. Portfolio Activity
Navigator Holdings
Not Changed
Energy
$10.29
($9.12-$11.47)
+47.88%
0.00%
233.51M
62.69%
Amalgamated Bank
Not Changed
Financial
$16.41
($14.94-$17.88)
+142.43%
0.00%
24.07M
5.94%
Diamond S Shipping
Not Changed
Industrial Goods
$11.63
($9.67-$13.60)
-12.07%
0.00%
106.90M
29.26%
Slack Technologies
Reduced
Technology
$29.84
($21.25-$38.44)
+90.48%
-34.57%
859.38K
0.24%
Dropbox
Sold Out
Technology
$21.70
($17.20-$26.20)
+50.97%
-100.00%
0.00
0.00%
See a list of Invesco Private Capital, Inc.'s holdings, as reported to the SEC on Sep 30, 2019. Click on any holding to see more details
Measured Performance
Compare Invesco Private Capital, Inc.'s performance with other Hedge Funds and the S&P 500
Invesco Private Capital, Inc. activity FAQ
What is Invesco Private Capital, Inc.’s portfolio gain since Jun 2013?
Invesco Private Capital, Inc.’s portfolio gain since Jun 2013 was -82.71%.
What is Invesco Private Capital, Inc.’s Sharpe Ratio?
Invesco Private Capital, Inc.’s Sharpe Ratio is -0.56.
What is Invesco Private Capital, Inc.’s portfolio value?
Invesco Private Capital, Inc.’s portfolio value is $365.33M.
What is Invesco Private Capital, Inc.’s average return since the fund’s last 13F filing?
Invesco Private Capital, Inc.’s average return since the fund’s last 13F filing is 10.00%.
What was Invesco Private Capital, Inc.’s average return in the last 12 months?
Invesco Private Capital, Inc.’s average return in the last 12 months was 12.48%.
What was Invesco Private Capital, Inc.’s average return in the last 3 years?
Invesco Private Capital, Inc.’s average return in the last 3 years was -9.24%.
When was the most recent most recent 13F form submitted by Invesco Private Capital, Inc.?
Invesco Private Capital, Inc.'s most recent 13F form was submitted on Sep 30, 2019.
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 Wilbur Ross Net Worth?
Wilbur Ross is Managing Invesco Private Capital, Inc. which has a net worth of $365.33M.
TipRanks & Hedge Funds: TipRanks measures the performance of Wilbur Ross 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.