Investor Sycomore Asset Management

Investor Performance

Sycomore Asset Management investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Sycomore Asset Management) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2026-03-31 604 718
2025-12-31 601 604
2025-09-30 644 601
2025-06-30 705 644
2025-03-31 701 705
2024-12-31 603 701
2024-09-30 569 603
2024-06-30 457 569
2024-03-31 466 457
2023-12-31 391 466
2023-09-30 428 391
2023-06-30 349 428
2023-03-31 363 349
2022-12-31 354,274 363
2022-09-30 426,621 354,274
2022-06-30 573,686 426,621
2022-03-31 648,817 573,686
2021-12-31 682,541 648,817
2021-09-30 721,587 682,541
2021-06-30 516,243 721,587
2021-03-31 477,911 516,243
2020-12-31 343,168 477,911
2020-09-30 224,122 343,168
2020-06-30 209,157 224,122
2020-03-31 209,874 209,157
2019-12-31 188,472 203,810
2019-09-30 172,007 182,829
2019-06-30 204,500 172,007
2019-03-31 212,496 204,500
2018-12-31 212,496