[ENG] Monthly Newsletter – January 2026
Welcome to the Monthly Newsletter January 2026 of the Yearn US Fund.
[NL] Maandelijkse Nieuwsbrief – Januari 2026
Welkom bij de Januari editie van de Yearn US Fund maandelijkse nieuwsbrief.
Yearn US Fund opens for new investors on the 1st of March!
Since its launch in May 2025, the fund has delivered a +36% YTD return, while outperforming the S&P 500, S&P 400, and S&P 600 across multiple market phases (turbulence, recovery, and easing). In a month from now, the fund will open again to new investors, allowing you to take advantage of our strategy!
๐ย The Yearn US Fund delivers 36% return for investors in 2025
Since our launch on May 5th, 2025, the Yearn US Fund has achieved a return of ๐ฏ๐ฒ.๐ฐ๐ญ% (net of costs). This result was realized within a volatile market environment characterized by the recovery from uncertainty surrounding tariffs.
[ENG] Monthly Newsletter – December 2025
Monthly Newsletter December 2025
[NL] Maandelijkse Nieuwsbrief – December 2025
Welkom bij de December editie van de Yearn US Fund maandelijkse nieuwsbrief.
Join our Group Demo of the Yearn Us Fund on January 21st in Voorburg!
Are you looking for ๐ฎ๐ป ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ designed to deliver above-market returns with low correlation to the U.S. market, built on a ๐๐ฟ๐ฎ๐ป๐๐ฝ๐ฎ๐ฟ๐ฒ๐ป๐, ๐๐๐๐๐ฒ๐บ๐ฎ๐๐ถ๐ฐ, ๐ฎ๐ป๐ฑ ๐ฑ๐ฎ๐๐ฎ-๐ฑ๐ฟ๐ถ๐๐ฒ๐ป approach? We would love to invite you to join our group demo and learn more about how we operate!
๐ย Van Druten Capital – Yearn US Fund Performance Update November 2025
Early in the month, the fund benefited from positions from our previous portfolio that reported strong quarterly results. On November 7, the investment management system constructed a new portfolio for the Yearn US Fund for the coming months. Throughout November, the market experienced significant volatility driven by AI-related uncertainty around valuations and spending, as well as questions about a potential rate cut in December. This volatility resulted in a substantial drawdown in the fund’s performance, led by positions in technology and communication services. Towards the end of the month, these positions largely recovered, and the fund finished the month in positive territory, supported in part by strong performance within the healthcare sector.
[NL] Maandelijkse Nieuwsbrief- November 2025
Welkom bij de November editie van de Yearn US Fund maandelijkse nieuwsbrief.
[ENG] Monthly Newsletter – November 2025
Monthly Newsletter November 2025