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📈 Van Druten Capital – Yearn US Fund Performance Update October 2025

The Yearn US Fund continued the positive trend from September. This month’s performance was initially supported by strong single-stock performance. Followed by some volatile trading days caused by trade tensions between the U.S. and China. In the middle of October, the Fed announced a second rate cut of 25 basis points, lifting the fund’s performance further. The fund ended the month just below its highest point due to another volatile session in the closing days of the month, caused by AI spending concerns.

Monthly Newsletter – September 2025

Welcome to the September edition of the Yearn US Fund monthly newsletter.

The Yearn US Fund opens for new investors on the 1st of November!

Exactly one month from now, we’ll open the fund to new investors, giving you the opportunity to participate in our strategy.

📈 Van Druten Capital – Yearn US Fund Performance Update September 2025

The Yearn US Fund continued the positive trend from August and also benefited in September from the favorable market sentiment surrounding the Federal Reserve’s interest rate cut. Within the fund, small-cap positions in particular showed strong price movements. Toward the end of the month, however, political uncertainty surrounding the U.S. government shutdown led to profit-taking in several positions, softening part of the earlier gains. Despite this, the fund closed the month on a positive note, with a promising outlook for October.

Join our Group Demo of the Yearn US Fund on September 24 in Amsterdam!

We invite you to join our group demo at the beautiful 𝗥𝗼𝗸𝗶𝗻 𝟴𝟱 𝗚𝗮𝘀𝘁𝗿𝗼 𝗣𝘂𝗯 in Amsterdam on Wednesday, September 24, from 5:30 pm.

Monthly Newsletter – August 2025

Welcome to the August edition of the Yearn US Fund monthly newsletter.

📊 A deep dive into the Yearn US Fund’s portfolio | May – August 2025

Following the May 5th launch of the 𝗬𝗲𝗮𝗿𝗻 𝗨𝗦 𝗙𝘂𝗻𝗱, our automated investment management system executed its first portfolio. With this portfolio, we positioned the fund to 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗳𝗿𝗼𝗺 the ongoing market recovery, while maintaining a sharp focus on risk management in today’s uncertain macroeconomic environment.

Author: stinsdesign