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...