A Decade of Outperformance

Our track record of delivering consistent, risk-adjusted returns since 2013

Performance Timeline

Key milestones in our investment journey

2013

Fund Inception

Launched TCD Opportunity Fund with $250M in assets under management from institutional investors.

+22.4%
First Year Return
$250M
Initial AUM
2015

European Expansion

Opened London office and launched European investment strategy to capitalize on regional opportunities.

$1.2B
AUM Reached
+15.8%
Annual Return
2018

Market Recognition

Ranked #1 Hedge Fund by Institutional Investor for performance during volatile market conditions.

+183%
Cumulative Return
$2.8B
AUM
2020

Pandemic Resilience

Navigated market turbulence with minimal drawdowns, outperforming benchmarks by significant margins.

-8.2%
Max Drawdown
+25.6%
vs. S&P 500
2023

Technology Leadership

Launched proprietary AI research platform to enhance fundamental analysis capabilities.

+24.5%
Annual Return
$5.4B
AUM

Annual Performance Comparison

TCD Opportunity Fund vs. Market Benchmarks

Year TCD Opportunity Fund S&P 500 HFRI Composite Outperformance
2025* +0.7% -4.3% -0.4% +5.0%
2024 +18.2% +12.4% +8.7% +5.8%
2023 +24.5% +16.2% +10.8% +8.3%
2022 -8.7% -19.4% -12.1% +10.7%
Period TCD Opportunity Fund S&P 500 Outperformance
Since Inception (2013) +483.7% +272.8% +210.9%
5-Year Annualized +12.4% +9.2% +3.2%
3-Year Annualized +10.8% +7.5% +3.3%
Metric TCD Opportunity Fund S&P 500
Sharpe Ratio (5Y) 0.68 0.52
Max Drawdown (2020) -8.2% -33.8%
Standard Deviation (5Y) 12.4% 16.7%

*2025 data through March 31, 2025. Past performance is not indicative of future results.

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Growth of $10,000 Investment

Hypothetical growth since fund inception

TCD Opportunity Fund
S&P 500 Index
HFRI Composite

Hypothetical growth of $10,000 invested at inception (12/31/13) with dividends reinvested. Assumes no fees or expenses.