Ryan Mahon, CFA, serves as Portfolio Manager and founder of Aquavis Advisors, the sub-manager for the TAMIM Global Mobility Strategy. His background includes founding Aquavis Advisors after previously running the Mobility Strategy at Ibex Investors, serving as Sector Head (Internet) and Associate Portfolio Manager at Millennium Management, and working as an Investment Analyst focused on Global Technology. He holds FINRA BrokerCheck CRD# 7877864 with current employment at Bloomberg Tradebook LLC since April 2024, licensed across all 52 U.S. states and territories with a clean regulatory record showing no customer complaints, regulatory actions, arbitrations, bankruptcy filings, or criminal/civil proceedings.

Read More

The fund employs a global long/short equity strategy targeting the $7-10 trillion autonomous and electric vehicle revolution, built on three foundational pillars: Sharing/Connectivity, Electrification, and Autonomy. Management views this as the biggest technological revolution of our lifetime, focusing on multi-trillion-dollar transportation and energy sectors that haven't been touched by technology and haven't changed in a hundred years. The strategy targets companies that will benefit from mobility innovations while shorting businesses vulnerable to disruption, with semiconductors viewed as the new oil and the most important subsector globally. The approach emphasizes rigorous fundamental analysis, financial modeling, and direct management engagement to identify companies with sustainable competitive advantages, recurring revenues, and near-term catalysts in the mobility transformation.

Read More