The Holon Photon Fund has achieved a 22.6% per annum since inception (July 2019) , outperforming the MSCI AC World Net Index by 7.5 %.
Watch below our Q4 2021 performance and market update by MD Heath Behncke. He discusses key market themes for the quarter along with portfolio activity.
Today The Mega Cap 7 The hard infrastructure assets required to power the global digital economy are mostly owned and operated by 7 global technology companies: Alibaba Amazon Apple Facebook Google Microsoft Tencent They have a market capitalisation of...
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...
There is growing talk that technology stocks are overvalued and vulnerable to a crash in 2021, with the Nasdaq Composite Index up 60% since January 2020 and 110% since the Covid-19 market lows in March 2020. But while some...
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