Frequently Asked Questions
Find answers to common investor questions
Fund Basics
Our Opportunity Fund has a minimum investment of $25,000 for individual investors. For institutional investors and retirement accounts, the minimum is $100,000. These minimums help ensure we can maintain proper diversification across all investor accounts.
Learn more about our Opportunity Fund investment strategy.
Our investment team conducts formal portfolio reviews quarterly, with tactical adjustments made as market conditions warrant. We maintain continuous monitoring of all positions and will rebalance whenever our risk parameters indicate the need.
Our three-pillar approach combines:
- Quantitative screening of 200+ market indicators
- Fundamental analysis by our sector specialists
- Proprietary risk management algorithms
This methodology is detailed in our Investment Philosophy.
Account Management
You can update your contact details through our client portal or by contacting our Investor Relations team at investors@tcdcapital.com.
For security purposes, address changes require notarized documentation which can be uploaded through the portal or mailed to our offices.
Yes, you can link up to three bank accounts for contributions and redemptions. All accounts must be in your name or jointly held. To add additional accounts:
- Log in to the client portal
- Navigate to Banking Information
- Complete the verification process
Still have questions? Our investor relations team is here to help.
Contact Investor Relations