BayFort Capital December 2024 Factsheet BayFort Capital’s Global Leaders Portfolio returned -2.98% in USD (-1.55% in INR) in December. The large-cap S&P 500 index declined by 2.5% in November while the small-cap Russell 2000 index, declined by 8.4%. Market activity was influenced heavily...
BayFort Capital’s Global Leaders Portfolio returned 4.82% in USD (5.38% in INR) in November. The large-cap S&P 500 index rose 5.73% in November but lagged behind the small-cap Russell 2000 index, which surged 10.84%. Market activity was influenced heavily by the U.S. elections,...
BayFort Capital’s Global Leaders Portfolio declined 0.73% in USD (-0.29% in INR) in October. The large-cap S&P 500 index declined by 0.89% in October, significantly outperforming the small-cap Russell 2000 index, which saw a decline of 1.49%. The recent market performance underscored the...
BayFort Capital’s Global Leaders Portfolio gained 0.14% in USD terms (-0.02% in INR) in September. The large-cap S&P 500 index posted a 2.02% gain in September, significantly outperforming the small-cap Russell 2000 index, which saw an increase of 0.56%. September marked a notable...
BayFort Capital’s Global Leaders Portfolio gained 0.9% in USD (1.03% in INR) in August. The large-cap S&P 500 index posted a 2.28% gain in August, significantly outperforming the small-cap Russell 2000 index, which saw a decline of 1.63%. August marked a notable change...
BayFort Capital July 2024 Factsheet Our Global Leaders Portfolio experienced a short-term adjustment in July, delivering a return of -3.4% in INR terms (-3.87% USD). This was primarily attributable to a temporary pause in the AI stocks rally, which had enjoyed strong gains...
BayFort Capital’s Global Leaders Portfolio delivered a robust return of 7.7% in INR terms (7.68% USD) in June 2024, primarily driven by our positions in healthcare and AI sector stocks. A key factor in our overall returns is the absence of large negative-return...