As we conclude 2024, we’re pleased to share with you the latest insights and performance of Derivatix Capital.

Market Summary

The US markets maintained their bullish momentum in the fourth quarter of 2024, capping off a year of remarkable growth. The S&P 500 continued to reach new heights, driven by several key factors. Technology and AI-related stocks remained at the forefront of this rally, bolstered by strong earnings reports and optimistic future outlooks. The Federal Reserve’s decision to hold interest rates steady, coupled with signs of moderating inflation, further fueled investor confidence. Despite geopolitical tensions and ongoing supply chain challenges, corporate America demonstrated resilience, with many companies exceeding earnings expectations. The holiday shopping season also proved robust, indicating strong consumer spending. However, some sectors, particularly those sensitive to interest rates, showed signs of moderation as the year came to a close.

Derivatix Performance

Derivatix Capital continues to deliver robust returns with a focus on long-term performance and capital preservation. Since inception, we’ve delivered a remarkable 287.9% total return compared to the S&P 500’s 196.7%, with a superior average annual return of 15.5% versus the market’s 12.2%.

Our strategic focus on capital preservation through sophisticated options hedging and dynamic asset allocation ensures more stable returns. This approach may moderate short-term gains but provides critical downside protection, ultimately generating superior long-term value for our investors. We remain committed to our disciplined investment strategy that balances growth with risk management.