[ENG] Yearn US Fund – Portfolio Recap November 2025 -February 2026
Welcome to the portfolio Recap November 2025 -February 2026 of the Yearn US Fund.
[NL] Yearn US Fund – Terugblik op de portefeuille november 2025 – februari 2026
Welkom bij de terugblik op de portefeuille november 2025 – februari 2026 van de Yearn US Fund maandelijkse nieuwsbrief.
UITGELEGD: Het onboardingsproces van het Yearn US Fonds
De investeringsronde van het Yearn US Fonds sluit op ๐ญ ๐บ๐ฎ๐ฎ๐ฟ๐! We maken graag van deze gelegenheid gebruik om toe te lichten hoe het onboardingproces eruitziet voor investeerders die momenteel toetreden tot het fonds. Wanneer een investeerder interesse toont in het fonds, plannen we eerst een of meer gesprekken in met de oprichter, Jeroen van Druten, waarbij we gedetailleerde informatie verstrekken over het fonds en de organisatie.
๐Van Druten Capital – Yearn US Fund Performance Update January 2026
๐ฆ๐๐บ๐บ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐๐ฎ๐ป๐๐ฎ๐ฟ๐The Yearn US Fund navigated a volatile month, ultimately ending in the red. January initially had a strong start, fueled by positive investor reallocations. However, these gains were subsequently erased by heightened geopolitical volatility and growing concerns over the independence of the Federal Reserve. The portfolioโs AI-related holdings faced further pressure following Microsoftโs disappointing quarterly earnings, which dampened sentiment across the entire sector. The month concluded in negative territory as sell-off pressure intensified, driven by looming government shutdown risks and unrest surrounding the newly appointed Fed Chair. In contrast to November, when AI-related positions also faced significant headwinds, the portfolioโs defensive holdings were unable to cushion the impact this time, as the uncertainty in market sentiment weighed on performance throughout January.
[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.