Tantallon Technology & Sustainability Fund

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

Chief Investment Officer : Boris Petersik
Inception : Jan 2017
Current AUM : US$ 29 million
YTD results : +11.8%
Lifetime results : +164.0%
Vineyards | Tantallon Capital
Tantallon Tech & Sustainability Fund vs MSCI ACWI chart | Tantallon Capital
We prioritise a long term investment focus at the Tantallon Technology & Sustainability Fund with a conservative approach that balances the vibrancy of yet to be proven emerging technologies with fundamental research and experience of risk mitigants which have proven to be successful in the past.  We seek alignment with sustainability goals, believing that companies will not thrive over the long run if environmental social and governance (ESG) principals are not an integral part of management's strategic framework.
Barclays Hedge Top 10 Award 2021 | Tech & Sustainability Fund | Tantallon Capital
Barclays Hedge Top 10 Award 2022 | Tech & Sustainability Fund | Tantallon Capital

TANTALLON TECH & SUSTAINABILITY FUND REPORT

Tantallon Tech & Sustainability Fund Report, March 2024

The fund rose 7.3% in March, outpacing the MSCI as well as the broad tech gains. Our top holdings in memory delivered strong gains, while TSMC also picked up steam.

The big positive surprise was a strong showing by our only A-share, battery maker CATL. It featured as a top contributor on the back of the company’s product technology and cost leadership positions which combined to generate improving margins in what a volatile 23Q4 for the entire EV value chain.

Tantallon Tech & Sustainability Fund Details

Domicile/Corporate Structure:Cayman Islands Master Feeder Fund
Established2017
Terms Currency:USD
Minimum investment:USD 1,000,000
Annual management fee:1.5%
High water mark:Yes
Valuations:Monthly
Subscriptions:Monthly
Redemptions:Monthly w 30 day notice, 25% gate
Service providers
Administrator:IQ EQ Services (Singapore) Pte Ltd
Prime brokers/Auditors:KPMG
Lawyers:Harney Westwood & Riegels Singapore
Morgan Lewis Stamford LLC
Listings
Bloomberg: TANTSNA KY Equity

Chief Investment Officer

Boris Petersik | Tantallon Capital

Boris Petersik

Director | Chief Investment Officer

Tantallon Capital
Contact Us

137 Telok Ayer Street, #03-05
Singapore 068602