Analyses & market view
Some things you will not learn from a spreadsheet. Why a family business looks at its wealth differently than an entrepreneur after an exit. How a manager deals with a year in which he was wrong. Where the idea of diversification comes from historically, and why it goes wrong so often in practice.
Background pieces sit between the news and the research: deeper than the week, lighter than a report, and without a single formula.
The front page
Anyone who enters a fund is really buying a method.
That is why every piece states its kind at the top: an explainer of a concept, background to the work, an investment insight or a macro insight.
Browse by kind
After two moves by the ECB, the Federal Reserve raised rates too, for the first time since 2023, and oil cost well over 100 dollars again. What that meant for Protector I, Builder II and Visionary III, plus the midterms, box 3 and the outlook for the fourth quarter.
21 min read
SpaceX is going public and will sit in your index fund within weeks, whether you want it or not. About the quiet rule change at the index providers and a valuation of 94 times revenue.
6 min read
A fund prospectus holds all the essential information about an investment fund: strategy, risks and costs. Here is how to read the document efficiently without a legal background.
5 min
What does a fund manager actually do? About fund selection, risk management, the difference with an asset manager and the qualifications professional fund management requires.
5 min
The core-satellite strategy splits your portfolio into a stable core (70-80%) and flexible satellites (20-30%). That way you spread risk while still using market opportunities.
6 min
Everything in one list
11 pieces in 5 kinds. Pick a kind above or read from top to bottom.
The concept itself, from fund of funds to prospectus.
3 piecesA fund prospectus holds all the essential information about an investment fund: strategy, risks and costs. Here is how to read the document efficiently without a legal background.
5 min
A multi-asset portfolio spreads capital across equities, bonds, commodities, real estate and alternative investments. Why diversification works and how to set the right allocation.
6 min
A fund of funds invests in other investment funds instead of directly in equities or bonds. About how it works, the advantages, the costs and who the approach suits.
6 min
What the work and the supervision look like from the inside.
2 piecesWhat does a fund manager actually do? About fund selection, risk management, the difference with an asset manager and the qualifications professional fund management requires.
5 min
UCITS funds and AIFs differ in regulation, liquidity and investment freedom. Which one fits your objectives and risk profile?
6 min
Choices inside a portfolio, with the downside included.
4 piecesAfter two moves by the ECB, the Federal Reserve raised rates too, for the first time since 2023, and oil cost well over 100 dollars again. What that meant for Protector I, Builder II and Visionary III, plus the midterms, box 3 and the outlook for the fourth quarter.
21 min
The core-satellite strategy splits your portfolio into a stable core (70-80%) and flexible satellites (20-30%). That way you spread risk while still using market opportunities.
6 min
An absolute return strategy aims for a positive return in every market environment, not for beating a benchmark. How it works, who it suits and which risks come with it.
6 min
Select individual funds yourself or choose a fund of funds? The best choice depends on your experience, time and capital. A weighing of costs, diversification and professional management.
6 min
What is shifting in the market itself, and what that means.
1 pieceInterviews and articles by newspapers and media about BOTS Capital.
1 pieceThe core idea of the series
“Buying ten funds is simple. Finding ten independent sources of return is not.”
We are happy to talk it through. Max Joosten, Jos Hoogewerf, Urga Bonsel Muller and Jesse Baas will walk you through the pieces calmly and explain what they mean for your situation.
