MD Heath Behncke gives a performance and market update for the Holon Photon Fund for May 2022 below. He discusses key market themes for the month along with portfolio activity.
You can read the performance report here.
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...
We want to share with you on how we develop a formal process to identify and research investment opportunities – Holon’s research approach that narrows our focus. This allows us to zero in on investment themes where we have...
The Commonwealth Bank (CBA), Australia’s largest bank and company (with a market cap of A$175bn), recently rallied to all-time highs, crossing the A$100 mark. But we don’t believe these moves are based on fundamentals. In this article we compare...
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