Investor Summary

Taylor Ross Herzog, CFA, CAIA, founded TYME Advisors in 2016 and serves as Chief Investment Officer with over 20 years of experience in wealth, investment, risk, and technology management industries. He holds CFA and CAIA designations, earned a bachelor's degree in finance from Texas Christian University, and graduated from the Southwestern Graduate School of Banking at Southern Methodist University. His career includes roles as investment research analyst and technology solutions architect at a $1 billion AUM RIA, senior enterprise risk analyst focusing on Model Risk Management at a $13 billion AUM financial holding company, and Chief Investment Officer at a $300 million AUM RIA. Herzog maintains clean regulatory records with no disclosure events and currently holds positions as CIO at TYME Capital Holdings, Inc. since 2019.

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Fund Strategy

TYME Advisors employs a comprehensive investment management approach focused on strategically allocating funds across diverse asset classes to achieve clients' financial goals while managing risk. Their investment philosophy centers around probability curve shaping to enhance portfolio performance by reducing left tail skew without giving up right tail skew, utilizing bidirectional long and short strategies across stocks, bonds, currencies, and commodities. The firm emphasizes historical and macro awareness for informed decision-making and employs a multiple manager approach to minimize single investment risk while accessing diverse expertise. They believe true investment value comes from creating personalized strategies that help clients reach financial goals without taking unnecessary risk rather than outperforming benchmarks.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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