29 APR 2024

2024 Q1 portfolio report

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The fund made a returns of X% this quarter while the S&P grew by Y%

  • Hedonova
  • S&P 500

Asset class wise returns contribution

Asset class quarterly comparison

Portfolio allocation updates for the upcoming quarter

Currency returns due to forex fluctuation

Investment holdings: entry and exits

New investments

Real estate

Real estate

Cold Storage

Our real estate investment portfolio includes properties like cold storage data centers that are highly profitable and have fewer logistical issues that active real estate investing has, including the responsibilities of day to day management and collecting rent.

Music royalities

Music royalty

Music royalties - harmonic nexus of creativity and profits

We invest in works by Basquiat because of his distinctive style. Basquiat's paintings have broken records and are now America's most expensive.

Real estate

Real estate

Fulfillment center

E-commerce demand in India is heavily skewed towards its urban centers. Returns from logistic rental properties have achieved up to 19% IRR.

Investments sold

Equipment financing

Equipment financing

Bird electric scooters

Bird operates Europe's largest electric scooter fleet. A major portion of the fleet is leased.

Music royalty

Music royalty

Stock videos

Generic video snippets like helicopters flying, bomb blasts, and cityscapes are purchased by film production houses. It's cheaper than shooting.

Agriculture

Agriculture

Cocoa farms

Global cocoa demand is at an all-time high. We invested in export quality cocoa farms in Ghana via income-sharing agreements.

Equipment financing

Equipment financing

SOHO House interiors

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Real estate

Real estate

Vacation rental

Short term rentals have outperformed all other types of real estate in the last five years with annualized returns of 28%.

Carbon credits

Carbon credits

Samsung maritime assets

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Total assets under management (AUM)

Systematic risk management

Currency

Currency risk

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Geopolitical

Geopolitical risk

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Macroeconomic

Macroeconomic

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In the media

Invest in a diverse portfolio of alternative assets

Hedonova is the best alternative investment firm that invests in alternative assets like art, startups, equities, wine, and more. Hedonova is the best alternative investment firm that invests in alternative assets like art, startups, equities, wine, and more. Hedonova is the best alternative investment firm that invests in alternative assets like art, startups, equities, wine, and more. Hedonova is the best alternative investment firm that invests in alternative assets like art, startups, equities, wine, and more.