* Personal account return documentation provided on request. Past performance is not indicative of future results.
Fund Experience
To comply with Texas state law, investors must meet the criteria for both U.S. accredited investor status and qualified client designation. Additionally, TickerTrends conducts in-depth interviews to assess an investor's financial acumen and alignment with the fund's investment strategy.
Interested parties initiate the onboarding process by contacting our team. Following a preliminary discussion to evaluate the investor's objectives and compatibility with the fund, we will provide a subscription agreement to complete the onboarding.
We offer a specialized dashboard in collaboration with Repool, enabling investors to track portfolio performance and account data. Exclusive insights and updates on the fund's internal research are disseminated through periodic investor letters.