Innovation Funds

Holon Global Investments - Active Fund Manager

Holon Photon Fund

Digital Asset Funds

Holon Global Investments - Active Fund Manager

Holon Wholesale Filecoin Fund

Real Vision Interview – The Exponential Age – Money, Energy and Data

Tim Davies and Raoul Pal are old friends from the Goldman Sachs days. In this opportunity, Raoul sits down on “The Exponential Age” to talk about Tim’s research and where he sees the biggest opportunities. Tim has written a...

Web 3.0 Adoption – the incentives are coming!

The radical world of play-to-earn. How can a game that doesn’t exist be worth $US10 billion? In recent months I have been down yet another crypto rabbit hole, trying to understand the ‘play-to-earn’ space which, on the surface, can...

Roku vs Netflix: Why not both?

Investors no doubt have seen the massive shift to online digital streaming over the last five years with the likes of Netflix, Disney, Apple, and Amazon. A less well-known company that fits this thematic is Roku, which is digitising...

Why Tesla is a “once-in-a-generation” buying opportunity

There is no doubt that Tesla and its founder Elon Musk polarize investors and markets. Some investors are Tesla fanatics who follow every tweet from Elon like a religion, while others, including Michael Bury (of “The Big Short” fame), call Tesla the “greatest short in the world”. Once again,...

Filecoin Network Value drivers

Tokenomics: How do you value Filecoin? Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time, crypto prices have been volatile. So investors are naturally asking the question: ‘What is it...

Bitcoin crumbles as states intensify assault

Heath Behncke, our Managing Director and Portfolio Manager spoke to the The Australian Financial Review in the feature “Bitcoin crumbles as states intensify assault”, 23rd June, 2021.  Below is an extract, the full article can be accessed here. A renewed...

Bragg starts crypto deep dive

Heath Behncke, our Managing Director and Portfolio Manager spoke to the The Australian Financial Review in the feature “Bragg starts crypto deep dive”, 19th May, 2021.  Below is an extract, the full article can be accessed here.   Australia’s policy...

Why we invested in Avanti, the future of banking

Holon Global Investments recently announced that we had become a selected shareholder in the Avanti Financial Group, Inc (Avanti Bank) through their $US37 million Series A capital raising round. The investment meant that we joined an elite club of...

Growth stocks vs value is the wrong argument

Technology stocks surged at the start of 2020, with the main US technology barometer (US Nasdaq 100 index) rising 97% in the 12 months following Covid-19’s original lockdowns in mid-2020. Through late February and March however, most tech stocks...

Bevan Slattery: A tech innovators success story

The regional Queensland centre of Rockhampton is not generally a place you associate with Australian tech innovators, but it is where one of Australia’s leading internet entrepreneurs and experts grew up. Bevan Slattery is far from a household name,...

Why Bitcoin is better than money

Investors would no doubt have seen headlines around Christmas about the remarkable surge of Bitcoin. The digital currency is now trading at $33,472, after rising 156% in just three months. The recent Bitcoin move is remarkable, and it is...

The new rules of investing for 2021

Heath Behncke, our Managing Director and Portfolio Manager at Holon Global Investments, was featured by Tony Featherstone in the Financial Review discussing “The new rules of investing for 2021”.  Tony preludes the discussion by suggesting that: “…The first ...

ROKU: The streaming giant you’ve never heard of

Even though we had a significant lead time in understanding their value propositions, many Australian investors still underestimated the global investment opportunity of companies such as Afterpay and Xero.  But it’s not just Australians who underestimate the world outside...

The 3 big rules of wealth creation in 2021

There is no doubt that 2020 was one of the most remarkable years of most investors’ lives. The Covid-19 pandemic has changed the world. Global economies are struggling and policy makers are spending and printing unprecedented sums of money...

Bitcoin the future of money

We believe that we’re seeing the emergence of a new parallel global financial system being built from the ground up, underpinned by market-based money. ‘Bitcoin’ represents a technological breakthrough and paradigm shift in monetary policy. Is Bitcoin the future...

Understanding the Consumer Price Index

There are few economic assessments that impact our lives more than the subtle methodology changes used to calculate inflation through the Consumer Price Index. Consumer Price Index (CPI)  heavily influences the level where central banks, such as the US...

The role of Gold

The role of Gold in history Gold’s allure led it to become a symbol of immortality and power across ancient cultures since 5,000 BC. Gold’s rarity and aesthetic qualities made it an ideal material for ruling classes to demonstrate...

How do Governments and Central Banks influence Money?

The COVID-19 pandemic has unleashed a global slowdown never before experienced. As countries went into lockdown during 2020, governments and central banks were forced to implement unprecedented economic support programs, likely to cost US$50T, in order to cushion the...

Libra … A New Global Currency?

Business beyond borders with Cynthia Dearin with Heath Behncke, Founder and Managing Director of Holon Global Investments   Everybody’s talking about the Libra, a new cryptocurrency proposed by Facebook, which advocates claim could transform the businesses and the lives...

User case #2: Privacy and digital currencies

How private is my information in the current world? Not really very secure? Could be better? The bigger question is who else has personal data (i.e., governments, etc) ….and who own’s it? This is the crux of the matter...

Community Endowment Fund

Investing is our thing, we’re great at it – and investing in our communities is just as important to us (and it’s a privilege too!). It’s time to give back, and where better than community and sporting clubs. These...