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TH

Thomas A. Hough

BCSF
DIRECTOR · BAIN CAPITAL SPECIALTY FINANCE, INC. · CIK 0001679762
FILING MIX · LIFETIME80%/20%
BUYS
4
SELLS
1
TOTAL VALUE
$299.1K
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
27,680
AVG SELL PX
—
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Thomas A. Hough, 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+50.00%-4.35%-5.62%+1.27%+1.27%—
14d2+50.00%-20.69%-11.77%-8.92%-8.92%—
30d2+50.00%-27.26%-12.62%-14.64%-14.64%—
60d2+0.00%-28.48%-10.48%-18.00%-18.00%—
90d2+0.00%-27.89%-8.34%-19.54%-19.54%—
180d2+0.00%-23.18%-0.67%-22.52%-22.52%—
1y2+0.00%-14.32%+8.15%-22.47%-22.47%—
2y2+100.00%+14.17%+32.35%-18.18%-18.18%—
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
BCSF · 27,679.59 shares · as of Mar 25, 2022
06,92013,84020,76027,68020212022SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
FLOW · 4 buys / 1 sellsCOVERAGE · 9 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BCSF
BAIN CAPITAL SPECIALTY FINANCE, INC.
PURCHASE
6,271.91$15.94$100.0K27,679.59Mar 25, 2022Mar 25, 2022 ↗View →
BCSF
BAIN CAPITAL SPECIALTY FINANCE, INC.
PURCHASE
876.83$10.22$9.0K20,500.02Jun 17, 2020Jun 18, 2020 ↗View →
BCSF
BAIN CAPITAL SPECIALTY FINANCE, INC.
SALE
15,699——0Jun 5, 2020Jun 8, 2020 ↗View →
BCSF
BAIN CAPITAL SPECIALTY FINANCE, INC.
PURCHASE
3,924$10.22$40.1K19,623.19Jun 5, 2020Jun 8, 2020 ↗View →
BCSF
BAIN CAPITAL SPECIALTY FINANCE, INC.
PURCHASE
8,009.02$18.74$150.1K16,590.19Mar 2, 2020Mar 2, 2020 ↗View →
Other insiders · BCSF
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About this filer
CIK 0001679762
ROLE
Director
PRIMARY
BCSF
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001679762DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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