We believe in a more balanced world with equal opportunities. Apple Tree Fund aims to enable a broad audience to reap the benefits from a long-standing and proven investment strategy, which to date has only been applied by a limited group of specialist investment professionals. But we offer it in a safe setting with low risk.
Our goal is to make investing safe, flexible, profitable, and stress-free. Accessible to a broad group of people with different goals, different time horizons, and different risk profiles.
We want to make investing easily accessible, and we value the importance of clarity and transparency. Interested? Curious? Please contact us without any obligations.
We are Roger Hennekens and Marco Kerste, founders of Apple Tree Capital Partners, with over 20 years of experience in equities and derivatives markets, banking, financial research, and risk management. Our joint journey began over 20 years ago, during our studies in Econometrics and Financial Economics, from a shared passion for financial markets and solving problems by applying our mathematical and analytical skills. Since then we have been friends and sparring partners in business; a relationship built on trust, respect, and shared values.
Roger has over 20 years of experience in active investing in derivatives (options) and equities, combined with international experience in Private Equity, Mergers and Acquisitions (M&A), development finance, and strategy consulting. Roger also supports various students and schools in developing countries and actively contributes to the (life) preservation of oceans.
Marco has over 20 years of experience in finance, including 10 years in commercial banking, with an emphasis on risk management, and over 10 years in scientific and commercial finance research and consulting. He has a passion for socially relevant topics that touch on the financial sector, and has written a book on financing sustainability and a book on tax avoidance.
Sustainability: ecological, social, and governance aspects
Our shared ethos is about responsibility towards people and nature - as a company, we want to do our share where we can. However, the investment policy primarily focuses on achieving a low risk for our investors. To make this possible, the Fund only invests in derivatives of highly liquid indices, like the AEX and the EUROSTOXX 50. This important prerequisite within the investment policy prohibits the Fund to promote ecological or social characteristics as an explicit goal.
Since 2021, the Transparency Regulation (also called ‘SFDR’), obliges fund managers of investment vehicles to inform investors on how they consider sustainability aspects in their (investment) activities. In the document ‘Information on Sustainability’, investors can read how we take this into account at Apple Tree.
As a company we aim to do what we can:
We are committed to maintaining a minimal carbon footprint.
We strive for a strong and safe company structure by assigning and hiring trusted business partners with diverse backgrounds and experiences, always with a focus on the financial interests of our participants.
We proactively aim at an equal distribution of our business partners, based on gender, origin, and preferences.
Annually, we donate a part of our income under our motto 'equal opportunities for everyone'.
It all starts with delivering on our promises: safe, liquid, and profitable. But we would also like to let our investors know that their capital is in good hands, and that we are committed to doing what is right. We are not there yet, but we are working on it.