August 2026 Monthly Summary – Strong Recovery of +9.69%
Following July’s sharp correction, Global Strategy posted a strong recovery in August. The strategy achieved a return of +9.69%this month .
This has already recoupeda significant portion of the -13.38%decline in July.
August also marks a special milestone: Global Strategy has now been in existence for two years. During that time, the strategy has experienced several strong market periods, but also multiple sharp corrections. Despite these fluctuations, the cumulative return since inception now stands at +74.24%.
Performance since inception is as follows:
| Period | Return | Cumulative Return |
|---|---|---|
| 2024 – since inception | +6.19% | +6.19% |
| 2025 | +29.17% | +35.36% |
| 2026 – through August | +38.88% | +74.24% |
An investment of €25,000 at the launch of Global Strategy would now be worth approximately €43,560.
The results did not follow a straight line. The past few months, in particular, illustrate this perfectly.
2026 got off to a positive start with +5.85% in January, followed by weaker performance in February and March at -6.66% and -2.59%, respectively .
This was followed by a particularly strong period. April yielded +23.33%, May +17.10%, and June another +5.54%.
Following this sharp rise, July saw a correction of -13.38%. In August, the positive momentum returned with a return of +9.69%.
| Month 2026 | Return |
|---|---|
| January | +5.85% |
| February | -6.66% |
| March | -2.59% |
| April | +23.33% |
| May | +17.10% |
| June | +5.54% |
| July | -13.38% |
| August | +9.69% |
| 2026 through August | +38.88% |
The figures also show why it is important not to place too much emphasis on any single month. Because of its focus on growth companies, Global Strategy can fluctuate more sharply than the broader market, both upward and downward.
A significant part of the strategy focuses on companies that benefit from global investments in artificial intelligence, semiconductors, cloud technology, data, and digital infrastructure.
A good example of this is Palantir. The company is among those benefiting significantly from the increasing use of artificial intelligence and data analytics within businesses and governments. In August, Palantir was one of the top contributors to Global Strategy’s performance.
Palantir is thus a good example of the kind of structural developments that Global Strategy seeks to capitalize on. At the same time, the strategy’s success does not depend on a single stock. The portfolio is built around multiple companies that I expect will benefit from the major technological changes currently taking place.
Global Strategy does not aim to make a profit on every investment every month. Nor is that necessary to achieve a good return over the long term.
The basic principle is to invest in sectors and companies that I expect to benefit more than average from major changes in the global economy.
Some investments may lag temporarily. Others, on the other hand, may perform exceptionally well.
In addition, the portfolio is actively managed. After sharp price increases, profits can be partially locked in, and when new opportunities arise, the freed-up capital can be reinvested.
The past two months are a good example of this.
After the 13.38%decline in July, I wrote that such a correction can actually be an interesting entry point for investors with a longer-term horizon.
A month later, Global Strategy had already gained +9.69%.
Of course, that doesn’t mean every correction is immediately followed by a recovery. No one can predict the exact low point of the market. It does, however, show why I try to look beyond the price movements of a single month.
In my opinion, the structural trends on which Global Strategy is based remain intact. Globally, there is massive investment in AI, chips, data centers, cloud infrastructure, and data.
After two years of Global Strategy, we can no longer speak of it merely as a strategy on paper. We now have a two-year track record, which has included both strong gains and significant corrections.
Over that entire period, the cumulative return is +74.24%.
This is no guarantee of future results. However, it does demonstrate what the Global Strategy approach has delivered so far.
For investors who believe in the long-term growth of AI, semiconductors, cloud computing, data, and digital infrastructure, Global Strategy can therefore be an interesting addition to an existing investment portfolio.
August 2026 Return: +9.69%
YTD through August 2026: +38.88%
Cumulative return after two years: +74.24%
Global Strategy – actively investing in the technology of tomorrow.
Sincerely,
Ruud Hoefnagels
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