Portal Digital Fund Horizon Index Fund Radiance Global Fund January: +9.2% January: +34.4% January: +30.89% YTD: +9.2% YTD: +34.4% YTD: +30.89% Since Inception: +91.3% Since Inception: -77.7% Since Inception: -16.42% Market Commentary from Mark Witten, CIO Cryptocurrencies and digital assets (“crypto assets”) had a solid start to 2023, bouncing back from one of the worst […]
Category Archives: Market Commentary
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January 2023 Market Commentary and Performance
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February 2023 Market Commentary and Performance
Portal Digital Fund Horizon Index Fund Radiance Global Fund February: +0.2% February: +2.7% February: 0% YTD: +10.7% YTD: +38.1% YTD: +30.9% Since Inception: +93.8% Since Inception: -56.6% Since Inception: -11.8% Market Commentary from Mark Witten, CIO In analysing the difficult year that was 2022 we believe that all the challenges faced by both the global […]
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March 2023 Market Commentary and Performance
Portal Digital Fund Horizon Index Fund Radiance Global Fund February: +3.2 February: +4.5% February: -0.87% YTD: +13.4% YTD: +44.3% YTD: +29.78% Since Inception: +98.5% Since Inception: -32.2% Since Inception: -17.13% March was a tale of two halves as the market initially feel around 15% in the first 10 days of the month before rallying 21% to […]
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December 2022 Market Commentary and Performance
Portal Digital Fund Horizon Index Fund Radiance Global Fund December: -3.4% December: -16.9% December: -14.27% YTD: -42.1% YTD: -77.7% YTD: -36.15% 2021: +83.1% Since Inception: -77.7% Since Inception: –36.15% Since Inception: +75.1% Market Commentary from Mark Witten, CIO December was a choppy month that saw the market initially rally 5% and then fall around 15% […]
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Asset Tokenization: Essential to Powering the Next-Generation Digital “Instance” Economy
This is a long-overdue post. After expending time and energy on a recently published book, I figured I should get back to sharing my learning and soliciting your feedback on that learning. While the book title suggests hyperledgers, my co-authors and I have attempted to keep the content agnostic and relevant to all blockchain projects. It […]
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Blockchain for Business Series: Enterprise (Blockchain) Business Network Investment Rubric
As I mentioned in my previous post. I along with a few authors have been working over the last few months to write a book titled “Blockchain for Business”. The primary focus of this literature is to provide a framework and various business, financial and risk models as a guide for business leaders to make informed decisions. Here […]
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Blockchain for Business Series: Blockchain Protocol Commercialization: A “BizTech” Agenda
It has been an interesting past few weeks, where I have expended a lot of time and energy on digital assets, their lifecycles, valuation models, and general concepts around fungibility, fiat conversation, and audit requirements in a blockchain-powered business network. This post is inspired by many frustrations I have around business modeling, monetization strategy, and understanding and […]
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Portal Asset Management launches Asia-Pacific cryptocurrency, blockchain fund
PORTAL Asset Management, a Singapore-incorporated firm investing in fund managers operating in the digital currency and blockchain economy, has launched its first fund. The Portal Digital Fund operates via a fund-of-funds structure, targeting sophisticated investors in the Asia-Pacific. Portal aims to have over US$100 million in funds under management in the long term. Initial fundraising […]
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Investment Outlook 2020
Our inaugural Investment Outlook for 2020 will attempt to address three key challenges: Where we are in the global business cycle given the macroeconomic data and how this will affect the various traditional asset classes given current securities valuations. What are the major themes driving the Cryptocurrency market overall, and? Our investment hypothesis underpinning this […]
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Funds of funds come calling in crypto
In the world of hedge funds, the fund of funds went out of style in the wake of the 2008 market crash. In the world of crypto, they have yet to take off. But more firms are launching crypto funds of funds, in the belief that this is the best vehicle to attract the long-awaited, […]