Our global portfolio continues to deliver strong results, outperforming all major US and global indices. While the Russell 2000, the US small-cap index, performed well, our portfolio surpassed even this index. Our success stems from our disciplined approach. We leverage our proprietary ‘RIGHT...
The search landscape is undergoing a paradigm shift with the emergence of Generative AI (Gen AI). Google, the long-reigning champion with over 93% market share, faces challenges from new players like OpenAI and Perplexity, as well as established rivals like Microsoft (MSFT). This...
BayFort Capital’s Global Leaders Portfolio delivered a robust return of 10.91% in INR terms (10.86% USD) in November, primarily driven by the stellar performance of AI and healthcare stocks. These two sectors, have a low correlation, providing a counterbalance to each other and...
As we approach the Q2CY23 earnings announcement for NVDA, it stands out as a highly debated and contentious stock within our universe. The primary bear viewpoint asserts that the stock’s value is significantly inflated according to projected earnings, a perspective seemingly supported by...
MSFT announced that Microsoft 365 Copilot will be priced at $30 per month. This pricing is based on the company’s initial trial of Copilot with about 600 enterprises, which showed that the tool can significantly improve productivity in the 365 suite of apps....