Innovative strategy focused onlong-term value creation

The GoRef Fund combines years of experience with a unique investment strategy, based on the Reflexivity framework of George Soros. Our goal is to generate a high return (+15% net per year over a multi-year period), independent of fluctuations in financial markets. By following global macro trends and investing in highly liquid markets, we offer investors a valuable complement to their existing portfolio — with a strong focus on additional growth of the overall investment portfolio.growth.

Invest alongsidethe founders

We are a team of experienced professionals helping entrepreneurial investors achieve their financial ambitions. With a unique approach and a proven strategy, we aim for high returns and sustainable growth. Our approach is built on deep market expertise and the conviction that adding the GoRef investment strategy to an overall investment portfolio provides true added value.

The team

Leo Lueb

Risk & Operations Management / Partner

After completing his studies, he served amongst others, as CIO (Chief Investment Officer) at PGGM and as a Portfolio Construction Strategist at Bridgewater Associates - the world’s largest hedge fund. That experience taught him that while financial markets are undoubtedly complex, traditional asset managers still make too little use of the broad range of investment opportunities available in today’s markets.

Eric van Kleef

Relationship Management / Partner

He was, among other roles, a Partner at Optimix Vermogensbeheer NV in Amsterdam. There, he experienced firsthand that standard solutions do not always deliver the best results. For Eric, thinking in terms of opportunities and possibilities is key. This mindset played a major role in his enthusiasm and initiative to co-found GoRef.

Roelof Steenstra

Portfolio Management / Partner

After completing his studies (Nyenrode, London School of Economics & Politics), he worked at EBRD in private equity (Russia), IG Markets (London), Wegelin & Co Private Bank (Geneva), and Notenstein Private Bank (Geneva) as a wealth manager for ultra-high-net-worth international investors. That experience, combined with an in-depth study of the unique investment concepts of thinkers such as George Soros, forms the foundation of GoRef’s investment strategy.

Your partner in financial growth

For us, it’s all about generating returns. Our target is an average net return of 15% per year over a multi-year period (with an actual track record of over +22,3% net annually since 2019). To achieve this, we have developed our own macro trend strategy, which guides all investment decisions within the GoRef Fund. We combine this with clear communication and reporting, so you stay informed about both the fund’s performance and developments within the portfolio.

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.

The GoRef Team

Leo Lueb

Risico & operationeel management / partner

Eric van Kleef

Relationship Management / Partner

He was, among other things, Partner at Optimix Vermogensbeheer NV in Amsterdam. There, he learned in practice that combining different investment strategies leads to better results in terms of return and volatility. Thinking in terms of opportunities and possibilities is central to Eric. This is also one of the reasons behind his enthusiasm and the initiative to establish the GoRef Fund.

Roelof Steenstra

Portfolio Management / Partner

After completing his studies (Nijenrode, London School of Economics & Politics), he worked, among others, in private equity at EBRD (Russia), at IG Markets (London), at Wegelin & Co Private Bank (Geneva), and at Notenstein Private Bank (Geneva) as a wealth manager for very high net worth international investors. This experience, together with an intensive study of the unique investment concepts of, among others, George Soros, forms the foundation of the investment strategy of the GoRef Fund.

Nick Bosmans

Relatie management

After completing his studies (University of Amsterdam, Nijenrode), he worked, among others, as a trader at IMC and Optiver. He built his career as a Director in London, Frankfurt am Main, Paris and most recently in Amsterdam as a sales professional for institutional clients at UBS Investment Bank. The combination of trading, risk management and above all global macro sales made him highly enthusiastic about the proposition of the GoRef Fund.

Patricia Kerssemakers

Business operations

She is an all-round office and project support professional with extensive experience. She organises daily business operations, including financial administration and supports corporate communications. Her style is hands-on, meticulous and service-oriented, with a strong focus on detail, continuity, transparency and structure.

Jorn Janssen

Portfolio analyst

He holds a PhD in Political Philosophy from Goldsmiths, University of London. He is experienced as a political researcher at the Telders Foundation. The combination of theoretical depth and practical analysis makes him particularly enthusiastic about the GoRef Fund proposition, where insights and forecasts are actually tested in practice rather than merely discussed in an academic setting.

Lars van Rossum

Business & digital operations

He is involved in business and digital operations within GoRef. Drawing on his entrepreneurial background, he focuses on designing and improving processes, IT support and digital structures, combining strategic thinking with hands-on execution.