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Edward H. Ross

FDUS
SEE REMARKS · FIDUS INVESTMENT CORP · CIK 0001205624
FILING MIX · LIFETIME100%/0%
BUYS
2
SELLS
0
TOTAL VALUE
$60.9K
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
177,455
AVG SELL PX
TRADE KIND
SHOWING 2 / 2
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Edward H. Ross, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+0.00%-32.41%-7.70%-24.71%-24.71%
14d2+0.00%-32.62%-4.65%-27.97%-27.97%
30d2+0.00%-30.00%+4.91%-34.90%-34.90%
60d2+0.00%-17.75%+10.29%-28.04%-28.04%
90d2+50.00%+3.25%+21.03%-17.77%-17.77%
180d2+50.00%+2.81%+27.85%-25.04%-25.04%
1y2+100.00%+62.91%+49.70%+13.21%+13.21%
2y2+100.00%+128.94%+63.54%+65.40%+65.40%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FDUS · 177,454.81 shares · as of Mar 12, 2020
044,36488,727133,091177,455SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
FDUS
FIDUS INVESTMENT CORP
PURCHASE
See Remarks
4,000$9.31$37.2K177,454.81Mar 12, 2020Mar 12, 2020
FDUS
FIDUS INVESTMENT CORP
PURCHASE
See Remarks
2,000$11.81$23.6K173,454.81Mar 10, 2020Mar 10, 2020
Other insiders · FDUS
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About this filer
CIK 0001205624
ROLE
See Remarks
PRIMARY
FDUS
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001205624DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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