The Tantallon Tech & Sustainability Fund is a Cayman Island vehicle that invests in listed equities globally. The fund targets a concentrated portfolio of around 20 names seeking returns from long-term growth companies as well as cyclical opportunities.



Performance Since Inception

(Click on each month's data below to read the monthly pdf report)



2017 Gross Monthly Return

2017 Gross Cummulative Return
2017 Net Monthly Return
2017 Net Cummulative Return
2017 Equity Monthly Return
2017 Equity Cummulative Return

Latest Investment Report

Tantallon Tech & Sustainability Fund, Dec 2017

The fund ended a strong year with a down month as the commodity semiconductor correction continued in early December and stopped us out of several of our holdings. The fund registered a gain of 24.4% in its inaugural year after netting out expenses, a one-time tax payment and performance fees from the gross gains of 29.4%.

The fund’s equity holdings posted gains in excess of 50% for the year. Incremental timing of investment during the first half of the year and a cash level in excess of 15% during the second half of the year are key reasons for diluting these superior equity returns. While cash levels stood again at elevated levels of 45% at year-end as most of our commodity tech exposure was stopped out, we have since built up our equity holdings to above 85%.

Read full report (pdf)



Last Three Quarter Reports (pdf)


For details and performance of our other funds, please check:

The Tantallon Fund

The Tantallon India Fund


Other News

Post card from Iran

There is so little information on Iran you cannot even find the Teheran Stock Exchange on Bloomberg. Yet this is an exchange with a market cap of US170billion, turning over up to US150m/day with zero foreign participation, entirely on the back of domestic mutual fund and retail investors.

News from Ukraine

In Lv’iv on the morning of my departure I attended the funeral of one of the casualties of the “anti-terrorist operation” in Donetsk. Loudspeakers relayed polyphonic chant from impressively hirsute Orthodox clergy to a cluster of old women and an honor guard, smoking furiously and in no mood to be photographed, waiting to transport the hearse the short distance from the altar to a waiting ambulance.

Previous Performance Data & Reports