Performance

Overall performance
3.0

Performance over holding periods
3.0
30 days 90 days 120 days
Average return 10% 8.2% 15.1%
Success rate 89% 68% 82%
Transactions
5 80% Buy
34 71% Buy
47 69% Buy

Positions

Position Company Period
Independent Chairman of the Board of Trustee Eagle Growth & Income Opportunities Fund Jan. 1, 2015 -
Independent Chairman of the Board of Trustees First Eagle Senior Loan Fund Jan. 1, 2013 -
Independent Director Garrison Capital Inc Sept. 21, 2015 -
Independent Trustee Industrial Logistics Properties Trust Jan. 11, 2018 -
Independent Trustee Seven Hills Realty Trust June 30, 2016 - May 22, 2020
Independent Trustee Equity Commonwealth July 18, 2012 - March 25, 2014

Joseph Morea's trades of BCP Investment Corp's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2025-12-16 2025-12-12 B Purchase
50,594 -40.3%
188.40
US$381,382
50,594 -40.3% 188.40 US$381,382
2025-06-03 2025-05-30 B Purchase
89,098 +14.1%
368.52
US$3,305,773
89,098 +14.1% 368.52 US$3,305,773
2025-06-02 2025-05-30 B Purchase
55,895 -41.9%
29.10
US$2,691,675
55,895 -41.9% 29.10 US$2,691,675
2023-07-31 2023-07-27 B Purchase
20,000 +100.0%
3.68
US$73,654
20,000 +100.0% 3.68 US$73,654
2023-05-03 2023-05-03 PrS Proposed sale
17,500
2.00
US$35,000
17,500 2.00 US$35,000
2023-05-03 2023-05-03 S Sale
17,500 -100.0%
2.07
US$36,293
17,500 -100.0% 2.07 US$36,293
2020-03-05 2020-03-03 B Purchase
2,000 +17.5%
13.33
US$26,660
2,000 +17.5% 13.33 US$26,660
2019-05-21 2019-05-17 B Purchase
10,000 +133.3%
5.23
US$52,257
10,000 +133.3% 5.23 US$52,257
2019-03-12 2019-03-08 B Purchase
5,000 +111.1%
7.45
US$37,250
5,000 +111.1% 7.45 US$37,250