Information Memorandum

The Information Memorandum (IM) for the Technical Investing Absolute Return Fund (the Fund) is available by contacting Technical Investing using the details on the contact page. The Information Memorandum is the document which potential investors should read in order to gain more information on the Fund. It sets out in some detail the structure, style, objectives and fees of the Fund as well as other items which will be of interest to potential investors. The Information Memorandum contains an application form.

Quarterly Investor Updates

Technical Investing distributes a newsletter-style Investor Update each quarter. The updates review the quarter just ended as well as providing some insight into our thinking on particular stocks and the market in general. Our aim is not only to inform our clients but to improve their understanding of the fund’s investment approach. Current investors can access the quarterly reports here (password required). For further information please contact us using the details on the contact page. Copies of Investor Updates are also available by contacting Technical Investing using the details on the contact page.

Customer Presentations

We describe our clients as “like minded investors” – they understand and are comfortable with our investment strategies. Accordingly, we prefer to meet clients before we accept their money. We like to work through our presentation with them. The presentation summarises the fund in a more user friendly way than our Information Memorandum. It also gives us an opportunity to work through various trades and investments which we have made – demonstrating our thinking and actions at different points in time.

Personal Contact

Sometimes, the only way to get the information or understanding which you require is to speak with a real person. We believe that our investors should have access to the people who are looking after their investments; not a call centre operator or a salesperson but the people who are actually managing their investment. When you call Technical Investing, you will be able to speak to those people – the people who are directly looking after your money.