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Join our Group Demo of the Yearn Us Fund on January 21st in Voorburg!

Are you looking for ๐—ฎ๐—ป ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ designed to deliver above-market returns with low correlation to the U.S. market, built on a ๐˜๐—ฟ๐—ฎ๐—ป๐˜€๐—ฝ๐—ฎ๐—ฟ๐—ฒ๐—ป๐˜, ๐˜€๐˜†๐˜€๐˜๐—ฒ๐—บ๐—ฎ๐˜๐—ถ๐—ฐ, ๐—ฎ๐—ป๐—ฑ ๐—ฑ๐—ฎ๐˜๐—ฎ-๐—ฑ๐—ฟ๐—ถ๐˜ƒ๐—ฒ๐—ป approach? We would love to invite you to join our group demo and learn more about how we operate!

๐Ÿ“ˆย 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.

๐Ÿ“ˆย Van Druten Capital – Yearn US Fund Performance Update October 2025

The Yearn US Fund continued the positive trend from September. This monthโ€™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 fundโ€™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.

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