Ruim 68% netto: Absolute outperformance met onze actieve handelsstrategie

Summary

In a conversation with Lorenzo van der Struik from Genny Capital, the discussion revolves around the performance of three investment funds and the strategies used to navigate market fluctuations. Despite a challenging August, September showed significant recovery, driven by investments in technology, particularly in China and artificial intelligence. The Digital Future Fund focuses on emerging internet technologies, while the Commodities Fund is adapting to global political tensions. The Income Value Fund targets high-yield companies in the U.S. Overall, the dialogue emphasizes strategic adjustments, risk management, and the potential for future growth in various sectors.

Takeaways

• 😀 The investment market experienced a challenging August, but recovery in September has improved overall sentiment.
• 📈 Genny Capital operates three investment funds, each focusing on different sectors and strategies.
• 🌐 The Digital Future Fund targets investments in future internet technologies like AI, blockchain, and Web 3.0.
• 🔍 As of now, the Digital Future Fund has seen a growth of 68% since its launch in December 2022, with an average monthly return of 3.1%.
• 💼 A dedicated team of seven full-time employees actively manages the funds, adjusting strategies based on market performance.
• ⚖️ The Commodities Fund has recently returned a net 7.5%, influenced by global political tensions affecting trade routes.
• 💸 The Income Value Fund, newly launched, focuses on high-dividend-paying U.S. companies, achieving a net return of 1.5% in its first month.
• 🧠 Active liquidity management is crucial; Genny Capital retains cash reserves to capitalize on buying opportunities during market dips.
• 🔮 The upcoming U.S. elections are anticipated to impact market trends, especially regarding tech investments and cryptocurrency.
• 📅 Investors can participate in these funds with a minimum investment of 100,000 euros, with monthly options for entry and exit.

Q & A

What is the focus of the Digital Future Fund?

The Digital Future Fund focuses on investing in the future of the internet, specifically in areas such as artificial intelligence, blockchain, cryptocurrency, payment systems, verification of logistics systems, finance, and Web 3.0.

How has the performance of the Digital Future Fund changed since its inception?

Since its inception in December 2022, the Digital Future Fund has shown a growth from an initial value of 54% to 68%, representing an increase of about 89%.

What strategy does Lorenzo van der Struik employ when facing a challenging month in investment?

In a challenging month, Lorenzo suggests holding a significant amount of cash that can be deployed when opportunities arise, allowing them to hunt for bargains in the market.

What were the market conditions like in August, and how did they improve in September?

August was a difficult month for tech investments, but September saw a recovery as investors returned from vacation and started injecting money back into the market, especially in technology stocks.

Which Chinese companies are mentioned as significant investments within the fund?

Significant investments in China include major companies like Alibaba and Tencent, among other smaller players, as there is a notable divide between Western and Eastern companies.

How has the liquidity of the funds changed recently?

The liquidity of the funds has decreased from around 15-18% to 2%, but they expect to improve this with new investments.

What is the current status and outlook for the Commodities Fund?

The Commodities Fund had a strong start and achieved a net return of 7.5% recently, but earlier in the year faced challenges due to political tensions affecting trade routes.

What distinguishes the Income Value Fund from the other funds?

The Income Value Fund, which is relatively new, focuses on niche investment software with companies in America that distribute a significant portion of their profits back to shareholders.

What is the minimum investment requirement to participate in these funds?

The minimum investment amount to participate in the funds is 100,000 euros.

What potential impact do upcoming elections in America have on the Digital Future Fund?

The upcoming elections in America are expected to create volatility in the market. The outcome may affect the Digital Future Fund, particularly as one candidate is more favorable towards cryptocurrencies.