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Steep Brook Capital - New Portfolio

STEEP BROOK CAPITAL

Steep Brook Capital
Individual Investor
Ranked #66,882 out of 734,495 TipRanks' Investors
Success Rate
77%
20 out of 26
profitable transactions
Average Return
31.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.85%
6-Month Return▲ 29.04%
12-Month Return▲ 48.16%
YTD Return▲ 18.36%
Total Return▲ 56.84%

Best Trade

Opened at
Closed at-
Gain▲ 178.84%

Bio

Steep Brook Capital is a long-only fund that focuses on value and GARP investing to attain a return. The fund aims for a 15%-20% annual return.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.65%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.34%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.31%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.72%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 7.63%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.65%
▲ 9.22%▲ 9.13%▲ 9.34%
▲ 5.14%▲ 4.57%▲ 8.31%
▼ 1.87%▲ 1.59%▲ 1.72%
▲ 14.08%▲ 5.22%▲ 7.86%
▲ 5.05%▲ 3.27%▲ 5.70%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 12.37%▲ 5.54%▲ 7.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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