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TFS CAPITAL LLC
March 1, 2010
INVESTMENT NEWS
January 14, 2010
After more than five years of solid performance, including a run in 2009 that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking any investments on Jan. 22.
BUSINESSWEEK - ALTERNATIVE ASSETS FOR THE MASSES
December 17, 2009
Morningstar tracks 78 long/short funds, about a fifth of which were launched since the crisis began. Only three earn the coveted five-star rating, one being the TFS Market Neutral Fund (TFSMX).
TFS CAPITAL ANNOUNCEMENT
December 10, 2009
The TFS Market Neutral Fund distributed $0.1012 in short term gains on December 10, and the TFS Small Cap Fund did not have a distribution.
SEC ROUNDTABLE - SECURITIES LENDING AND SHORT SALE
September 29, 2009
Rich Gates, Portfolio Manager at TFS Capital LLC, was invited to participate in the SEC roundtable discussing securities lending and short sales with SEC chairman Mary Schapiro.
BUSINESSWEEK - TOP INVESTORS: HOW THEY BEAT A SCARY MARKET
April 23, 2009
"BusinessWeek asked successful portfolio managers how they navigated a nasty recession and financial crisis...Rich Gates doesn't shift approaches depending on his predictions of the future. His TFS Market Neutral fund has used the same quantitative strategy since it was started five years ago. It's an approach similar to the hedge fund strategies TFS has run since 2001."
FINANCIAL ADVISOR MAGAZINE - CLEAN ALTERNATIVES
March 27, 2009
"A longtime skeptic of the hedge fund industry, Thomas Meyer uses a more transparent path to alternative investments: open-end mutual funds. One example would be the TFS Market Neutral Fund, a long-short fund with a small-cap focus that was started in 2004 under the management of TFS Capital LLC."
REUTERS - SHORT INTEREST INCHES HIGHER
February 10, 2009
"Liquidity is returning to the marketplace, said Rich Gates, founder of TFS Capital, which runs a long-short market neutral fund. Gates said short sellers were likely more comfortable putting money into the market after former U.S. Securities and Exchange Commission Chairman Christopher Cox said the temporary ban on short selling last year was a mistake."
KIPLINGER.COM - HEDGED THAT DIDN'T GET HOSED
February 8, 2009
"Hedge funds took a bath in 2008. But some low-cost mutual funds that use hedging techniques turned in respectable performances...In theory, market-related movements of one portfolio offset those of the other, leaving per-formance dependent on a manager's ability to identify winners and losers."
The above articles are being provided for informational purposes only and should not be considered an offer or solicitation for any product managed by TFS. An offer for the private funds managed by TFS will occur only upon delivery of an individualized Confidential Offering Memorandum, which will take place only after discussions with TFS regarding the security and a determination by TFS that the investor is an appropriate purchaser under the securities laws.
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