Asset Management · Planned Q2 2027

Geopolitical alpha.
Structural, not reactive.

Most funds react to headlines. TFI Fund invests ahead of them — using proprietary index signals that detect power shifts weeks before they become market consensus.

Macro
Strategy
2/20
Fee Structure
Q2 2027
Inception Target
Strategy Performance Target
+8.7%YTD Pro-forma
↗ vs +4.2% benchmark
Pro-forma simulation based on TFI Index signals applied retrospectively to 2020–2026 market data. Actual performance will differ. Past performance does not guarantee future results.

Investment Strategy
Macro. Geopolitical. Multi-asset.
TFI Fund uses structural intelligence — not market sentiment — to allocate capital across equities, bonds, and alternatives.

The Signal

TFI Index tracks 4 forces across 20 countries. When Compute rises in a region, semiconductor supply chains shift. When Sovereignty drops in a market, capital flight follows. These are investable signals — detected weeks before the market prices them in.

The Execution

Long-biased macro strategy. Core equity positions in markets where TFI Composite is rising. Bond allocation adjusted by TFI Capital stability. Tactical hedges when TFI Sovereignty signals regime risk. Cash reserves scaled to TFI Energy volatility.


The Edge
What other funds cannot replicate.
Three structural advantages that compound over time.
📡

Proprietary Data Pipeline

40+ indicators feeding 5 indices. No other fund has this data — because it cannot be bought from Bloomberg or Refinitiv.

⏱️

Decision Lead Time

Index signals detect structural shifts 2–6 weeks before they reach mainstream financial media. That is the alpha window.

🔄

Flywheel Feedback Loop

Every trade generates data that improves the Index. A better Index generates better trades. This loop tightens with every cycle.


Portfolio Construction
Target allocation.
Multi-asset. Geopolitically-weighted. Rebalanced quarterly based on Index signals.

By Asset Class

Equities
45%
Fixed Income
30%
Cash & Equiv.
25%
Cash allocation scales with TFI Sovereignty risk signals. In elevated risk environments, cash rises to 40%. In stable regimes, cash drops to 10% with reallocation to equities.
Target AUM
$100M
Year 1
Equity 45%
Fixed Income 30%
Cash 25%

By Region (Target)

Asia-Pacific
40%
North America
25%
Europe
20%
Middle East
15%

Risk Parameters

Max single position10%
Max single country20%
Max drawdown trigger-12%
Rebalancing frequencyQuarterly
Liquidity reserve≥ 15%

Performance
Pro-forma track record.
Backtested strategy performance using TFI Index signals applied to historical market data (2020–2026). Live track record begins Q2 2027.
2020202120222023202420252026 YTDCumulative
TFI Fund (pro-forma)+14.2%+18.6%-3.1%+12.8%+16.4%+11.2%+8.7%+108.2%
Benchmark (60/40)+12.1%+13.2%-16.4%+11.6%+10.1%+8.3%+4.2%+46.8%
Excess Return+2.1%+5.4%+13.3%+1.2%+6.3%+2.9%+4.5%+61.4%

Pro-forma performance is hypothetical and does not represent actual trading. It is calculated by applying TFI Index signal rules to historical market data. Actual results will differ materially. This is not an offer to invest. Targeted launch: Q2 2027.

+61.4%
Cumulative Alpha
1.62
Sharpe Ratio
-8.2%
Max Drawdown
83%
Positive Months

Team
Leadership.
Fund management team — currently being assembled. Early leadership profiles below.
👤

Portfolio Manager

Macro Strategy Lead
Seeking: 10+ years macro experience. Deep understanding of geopolitical risk and multi-asset allocation.
👤

Chief Risk Officer

Risk & Compliance
Seeking: Institutional risk management background. Experience with cross-border regulatory frameworks.
👤

Head of Research

TFI Index Integration
Internal. Liaises directly with TFI Research and TFI Index teams for real-time signal integration.

Documents
Investor resources.
Key fund documents — available now or upon fund launch.
📄
Fund Factsheet
Coming Q2 2027
📋
Strategy White Paper
Coming Q1 2027
📁
Due Diligence Pack
Available to qualified LPs

Geopolitical alpha is structural — not cyclical.

TFI Fund is currently in pre-launch phase, targeting Q2 2027 inception. We are engaging qualified limited partners and strategic co-investors for seed capital commitments.