The Yuma Large Cap Fund from Yuma Asset Management is up 2.0% on a USD basis in July, compared with -4.1% for bittensor:native/USD over the same period.
The gains were driven by the fund's concentrated exposure to Bittensor's largest subnets. The fund's composition is analogous to how the Mag 7 represent a concentrated allocation to the largest technology companies in public markets.
Fund details and disclaimer in thread.