Digital Assets
A Structurally Important Asset Class with Growth Potential
In financial markets and right across the economy, blockchain technology is transforming everything from supply chains to property rights and identification or billing systems. Assets like stablecoins are combining elements of traditional and decentralized finance and driving integration of the two. Through tokenization, real assets are becoming digital, tradable and globally accessible. All this makes digital assets central to the next generation of economic infrastructure.
FERI has already been working with digital assets for more than a decade, incorporating them first into analysis and later, from 2020, into selected mandates. Since 2024, our multi-asset management has treated digital assets as a standardized asset class in their own right.
Rule-based, Diversified, Institutionally Structured
Our investment approach systematically incorporates the entire blockchain technology value chain, capturing different drivers of return.
We divide the universe into three complementary pillars: Bitcoin: “digital gold” – the foundation for allocation to this asset class. Altcoins: the “digital oil” of the blockchain economy, representing an innovation and growth layer that includes DeFi, smart contracts and Web3 infrastructure. Blockchain stocks: the third pillar, offering access to listed companies that are capitalizing on the growing importance of digital assets and providing the infrastructure for the new economy.
The result: a diversified portfolio encompassing value storage, technological innovation and listed blockchain infrastructure providers.
Contact us to learn more about how we can shape your portfolio for the future together.
