๐ย Van Druten Capital – Yearn US Fund Performance Update October 2025
The Yearn US Fund continued the positive trend from September. This monthโs 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 fundโs 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.
The Yearn US Fund opens for new investors on the 1st of November!
Exactly one month from now, weโll open the fund to new investors, giving you the opportunity to participate in our strategy.
๐ย 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 Reserveโs 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.
๐ A deep dive into the Yearn US Fund’s portfolio |ย May – August 2025
Following the May 5th launch of the ๐ฌ๐ฒ๐ฎ๐ฟ๐ป ๐จ๐ฆ ๐๐๐ป๐ฑ, our automated investment management system executed its first portfolio. With this portfolio, we positioned the fund to ๐ฏ๐ฒ๐ป๐ฒ๐ณ๐ถ๐ ๐ณ๐ฟ๐ผ๐บ the ongoing market recovery, while maintaining a sharp focus on risk management in todayโs uncertain macroeconomic environment.
๐ Van Druten Capital – Yearn US Fund Performance Update July 2025
The results for July of the Yearn US Fund are in.Below is a summary of the key figures:โ ๐ก๐๐ฉ ๐ฎ๐ ๐ผ๐ณ ๐๐๐น๐ ๐ฏ๐ญ: โฌ106.99โ ๐ฅ๐ฒ๐๐๐ฟ๐ป ๐ณ๐ผ๐ฟ ๐๐๐น๐ ๐ฎ๐ฌ๐ฎ๐ฑ: +0.62%
The August 1st investment round is officially closed!
We are excited to share that the latest onboarding round for the ๐ฌ๐ฒ๐ฎ๐ฟ๐ป ๐จ๐ฆ ๐๐๐ป๐ฑ has successfully closed and weโre very pleased with the strong interest shown in our systematic investment strategy and long-term vision.
Board Meeting Wrapped โ
With the ๐ฌ๐ฒ๐ฎ๐ฟ๐ป ๐จ๐ฆ ๐๐๐ป๐ฑ completing its first quarter on August 1st, we held a board meeting to review progress, address challenges, and align on next steps.
Another successful group demo for the Yearn US Fund
Last Wednesday, we had the pleasure of welcoming a group of investors in Voorburg for an in-depth introduction to the ๐ฌ๐ฒ๐ฎ๐ฟ๐ป ๐จ๐ฆ ๐๐๐ป๐ฑ.
Van Druten Capital – Yearn US Fund Performance Update June 2025
The results for June of the Yearn US Fund are in.Below is a summary of the key figures:โ ๐ก๐๐ฉ ๐ฎ๐ ๐ผ๐ณ ๐๐๐ป๐ฒ ๐ฏ๐ฌ: โฌ106.33โ ๐ฅ๐ฒ๐๐๐ฟ๐ป ๐ณ๐ผ๐ฟ ๐๐๐ป๐ฒ ๐ฎ๐ฌ๐ฎ๐ฑ: +2.26%
The Yearn US Fund opens for new participants on the 1st of August!
Looking to reduce your exposure to the U.S. market without losing the potential upside from the U.S. over the long term?