* Personal account return documentation provided on request. Past performance is not indicative of future results.
Fund Experience
- 1
Eligibility Criteria
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.
- 2
Investor Onboarding Process
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.
- 3
Investor Portal and Communications
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.
Built By Industry Experts
Our team brings together expertise from inside and outside of finance, combining deep market knowledge with innovative technology and data science capabilities.
Deep Industry Experience
Our team combines decades of experience in quantitative finance, technology, and market analysis to deliver institutional-grade solutions.
Data Science
Advanced machine learning models processing alternative data sets to generate actionable market insights.
Technology
Built by engineers with a deep understanding of markets, data, and high-performance computing.
Market Analysis
Expert market analysts with deep experience across all major asset classes and global markets.