Thinking differently for additional return
- Average net annual return since inception >20%
- By adopting a macro trend-following approach supported by rigorous risk management
- Inspired by George Soros’s successful strategy, resulting in an almost independent performance relative to international equities
- Manager licensed under AIFMD and supervised by the AFM and DNB
- Minimum investment €250.000
- Full monthly subscriptions and redemptions possible
GoRef Fund performance
Since its inception, the GoRef Fund has achieved above-average returns with a performance largely independent of global equity markets.
Source: GoRef Capital B.V. – The figures shown are based on the historical execution of the strategy from June 2019 through the private portfolios of the founders and – from March 2022 – on the actual results of the fund. Past performance is no guarantee of future performance.
Market dependence
The low correlation of GoRef means that our strategy performs independently of equity markets. This helps to diversify risk and make portfolios more stable, regardless of market movements.
* Correlation measures the correlation between two asset classes, in this case global equities and the GoRef strategy. A low correlation (such as 0.36) indicates that the strategy moves relatively independently of equity markets. This can help diversify risk and increase stability in a portfolio, regardless of market movements. The correlation is based on internal calculations as of June 2019, where GoRef's results are based on the results of the founders' private portfolios and – as of March 2022 – on the actual results of the fund. Historical coherence is not a guarantee of future results.
| Net results since June 2019 | GoRef Fund | |
|---|---|---|
| Average monthly return | +1,7% | |
| Average quarterly return | +5,2% | |
| Average annual return | +22,3% | |
| Cumulative since June 2019 | +297,1% | |
Source: GoRef Capital B.V. – The figures shown are based on the historical execution of the strategy from June 2019 through the private portfolios of the founders and – from March 2022 – on the actual results of the fund. Past performance is no guarantee of future performance.
Active investing for above-average returns
Our strategy, based on George Soros’ Reflexivity framework, focuses on capturing macro trends through low-correlated positions. By thoughtfully using a broad range of liquid instruments, we enhance returns and flexibility, independently of equity markets.
Trend identification
Global Trend Identification
We focus on tracking and capturing global trends across various asset classes, such as equities, bonds, commodities, gold, and currencies. These trends may be driven by a wide range of factors, from (geo)political and social developments to broader market conditions.
Reflexivity Framework
We apply the Reflexivity framework, as applied by George Soros in his own investment process. This framework recognizes the dynamic interplay between fundamental factors, market prices, and investor sentiment.
Broad Market Exposure
We explore opportunities in financial markets worldwide, focusing not on individual companies but on broad indices across equities, bonds, commodities, and currencies.
Low Market Correlation
The strategy takes advantage of both upward and downward trends across various markets, making it independent of the direction of any single asset class, such as equities. This results in returns that develop independently of traditional markets — a low correlation.
Regulated and Accessible
The GoRef Fund is registered under the so-called ‘Light Regime’ with the AFM. Subscriptions and redemptions can be made on a monthly basis and are easily processed through AssetCare, the fund’s independent administrator.
Superior Long-Term Performance
Our strategy is designed to deliver consistent and stable returns over the long term. By following global trends and applying a structured approach, we aim to overcome market fluctuations and achieve superior performance regardless of economic cycles.
An experienced team with international expertise; the basis for a distinctive and
successful investment strategy
Invest alongside the founders
The founders each have over 30 years of experience in financial markets, having worked with large and mid-sized investment firms both domestically and internationally. From our experience, we believe that independently minded, active investors can achieve truly distinctive results that complement traditional wealth management approaches.
Our Macro Trend-following strategy is inspired by George Soros’s 30-year track record of success. His philosophy and core principles provide valuable insight into the strategy we pursue and have contributed to the results mentioned above. As a result, the GoRef Fund often serves as a suitable diversifier within more traditional portfolios.
The GoRef founders
The founders each have over 30 years of experience in financial markets, having worked with large and mid-sized investment firms both domestically and internationally. From our experience, we believe that independently minded, active investors can achieve truly distinctive results that complement traditional wealth management approaches.
Risk & Operations Management / Partner
The Process
Receive all essential information about the GoRef Fund by email or regular post.
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