Monthly Newsletter – May 2025

Welcome to the very first edition of the Yearn US Fund monthly newsletter.I am Jeroen van Druten, founder of Van Druten Capital and fund manager of theYearn US Fund. It has been both exciting and rewarding to officially launch the fundand take our first active steps in the market. Together with the team, I look forward tobuilding something meaningful and delivering consistent value for our investors.

We are proud to announce the official launch of the Yearn US Fund!

After years of development and research, our systematic hedge fund focused on U.S. equities is now live! Powered by our proprietary investment system and supported by a robust operational foundation, the fund is designed to deliver strong long-term returns. A big thank you to our partners, AssetCare, Rabobank, Interactive Brokers, DM Financial, Amazon Web Services (AWS), Automat-it & Techs, as well as our advisors, Huib Boissevain & Richard Frehé, who have supported us along the way. 

EXPLAINED: The Onboarding Process of the Yearn US Fund

The Yearn US Fund officially launches next week! As a result, our first investment round has closed. We’d like to take this opportunity to explain what the onboarding process looked like for our current participants and what it will look like for future participants.

Last week to join the launch of the Yearn US Fund

If you’ve been considering joining us, this is your final opportunity to benefit from pre-launch onboarding and direct engagement with the fund. We are looking forward to the launch on May 5th, and we’re excited to demonstrate our potential to investors!

Turning Market Turbulence into Opportunity

Since the beginning of this year, US markets have taken multiple hits, with the S&P 500 currently down 12.3%. The key driver this time? A trade war. But market shocks are nothing new. We’ve seen worse with the dot-com crash, the financial crisis, and the COVID-19 sell-off.

A successful first group demo for the Yearn US Fund

Last Friday, we welcomed a group of investors and professionals to Voorburg for an in-depth introduction to the Yearn US Fund. During the session, we explored the fund’s systematic investment strategy, discussed historical performance and the current portfolio composition, and shared perspectives on navigating today’s dynamic market.

error: Content is protected from making copies