THE TANTALLON TECH & SUSTAINABILITY FUND

 

 

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)

 

 
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

2020 Gross Monthly Return

2020 Gross Cumulative Return
2020 Net Monthly Return
2020 Net Cumulative Return
2020 Equity Monthly Return
2020 Equity Cumulative Return
 
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

2019 Gross Monthly Return

2019 Gross Cumulative Return
2019 Net Monthly Return
2019 Net Cumulative Return
2019 Equity Monthly Return
2019 Equity Cumulative Return
 
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

2018 Gross Monthly Return

2018 Gross Cumulative Return
2018 Net Monthly Return
2018 Net Cumulative Return
2018 Equity Monthly Return
2018 Equity Cumulative Return
 
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

2017 Gross Monthly Return

+0.50%
+0.40%
-0.20%
+4.80%
+1.30%
+1.77%
2017 Gross Cumulative Return
+0.50%
+0.90%
+1.50%
+6.40%
+7.70%
+9.60%
2017 Net Monthly Return
+0.35%
+0.34%
-0.38%
+4.68%
+1.06%
+1.54%
2017 Net Cumulative Return
+0.35%
+0.69%
+0.93%
+5.66%
+6.78%
+8.42%
2017 Equity Monthly Return
+5.65%
+2.91%
-0.20%
+7.37%
+1.64%
+2.42%
2017 Equity Cumulative Return
+5.65%
+8.70%
+10.64%
+18.79%
+20.73%
+23.66%

Latest Investment Report

Tantallon Tech & Sustainability Fund, July 2020

The fund rose 7.9% in July on the back of generally strong markets and our exposure to the particular strength in emerging market tech, global renewable energy and the China A-share market.

Tech financial results continued to recover in the second quarter despite the negative economic effects of the pandemic. The Greater China semiconductor industry saw several companies post all-time high financial results. This group of companies not only featured heavyweight TSMC but also our largest holding eMemory. The firm delivered 30% yoy revenue and 52% EBIT gains in 2020Q2 on the back of a 42% jump in foundry royalty income. eMemory is not only seeing a recovery in wafer volume for LCD drivers and power management ICs but also generating more leading edge 12” business by having its memory IP embedded in processors and communication chips.

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