WEALTHMANAGEMENT.COM - FINDING ORDER IN (COMMODITY) CHAOS
September 20, 2013
Launched in December 2011, the fundís managers focus on finding complementary positions to hedge away market risk.
January 10, 2013
The team of managers from the TFS Market Neutral Fund were named Morningstar's 2012 Alternatives Fund Manager of the Year.
June 21, 2012
Only one alternative fund wins "best-of-breed" gold rating, TFS Market Neutral (TFSMX).
January 9, 2012
TFSHX was launched on 12/29/2011 and has been seeded with money from employees of TFS Capital. The Fund was launched to directly compete with other managed futures funds.
KIPLINGER'S PERSONAL FINANCE
January 4, 2012
James Glassman highlights the TFS Market Neutral Fund as being "among the most popular and successful" alternative funds.
FINANCIAL ADVISOR MAGAZINE
October 1, 2011
Portfolio Manager Kevin Gates is quoted describing the approach of the TFS Market Neutral Fund (TFSMX).
May 13, 2011
USA TODAY picks TFS Small Cap (TFSSX) as one of their all-star fund picks in the small blend category.
TFS CAPITAL LLC
April 6, 2011
TFSMX received the 2011 Lipper Fund award for its trailing three and five year return through December 31, 2010.
December 23, 2010
TFSMX will reopen to all existing shareholders on Jan. 10, 2011. It is one of the best-performing funds in the market-neutral category over the last 1-, 3-, and 5-year periods.
WALL STREET JOURNAL
June 4, 2010
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, TFSMX will be implementing a "hard close" on 1/22.
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).
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."
October 2, 2013
TFS Capital has reduced the management fee for all three mutual funds, TFS Market Neutral, TFS Small Cap and TFS Hedged Futures. The change will go into effect January 1, 2014.
Click a fund's ticker symbol for standardized performance through the most recent month and calendar quarter-end. The performance data quoted represents past performance, which is not a guarantee of future results. An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. To obtain a summary prospectus and/or prospectus, which each contain this and other important information, go to www.TFSCapital.com or call (888) 534-2001. Please read the summary prospectus and/or prospectus carefully before investing. The Funds may not be suitable for all investors.
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.