[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
[ENG] Yearn US Fund – Portfolio Recap August-November 2025
Portfolio Recept August-November 2025
[NL] Yearn US Fund – Terugblik op de portefeuille augustus-november 2025
Terugblik op de portefeuille.
[NL] Maandelijkse Nieuwsbrief- Oktober 2025
Welkom bij de oktober editie van de Yearn US Fund maandelijkse nieuwsbrief.
[ENG] Monthly Newsletter – October 2025
Welcome to the October edition of the Yearn US Fund monthly newsletter.
📈 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.