The Holon Photon Fund has achieved a 47.6% return over the last 12 months, outperforming the MSCI ACWI Index by 20 %. Watch below our Q2 2021 performance and market update by MD Heath Behncke. He discusses key market themes for the quarter along with portfolio activity.
In the last decade we have experienced a decline in capital growth from many things that used to provide good returns, such as real estate, mining and banking.
In 2020, the world accelerated its move online in just a few short weeks.
Today we now depend on many platforms and technology enabled companies, known as the ‘Mega Caps’, like Amazon, Alibaba and Google.
Tomorrow the emerging Mega Caps are set to innovate at scale, like Afterpay, Roku and Tesla.
Innovations, like Bitcoin, re-engineer the technologies of today and tomorrow for the Future.
But we aren’t benefiting from their success if we aren’t investing in them.