| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
TYME Advisors delivered material outperformance across all portfolio types in Q1 2026, with aggressive, balanced, and cash reserve portfolios all exceeding required returns and comparable benchmarks. The equity sleeve significantly outperformed world equity benchmarks. Key contributors included Global Armaments, West Texas Real Estate and Mineral Rights, and Japan exposure with dynamic currency hedging. The Japan strategy filters over 1,300 companies down to fewer than 200 based on shareholder yield and governance screens. Detractors included High Quality US Large Companies, Semiconductors, and South Korea positions. The firm employs quantitative risk management similar to commodity trading funds, evidenced by their systematic Bitcoin exits that avoided double-digit drawdowns twice. Despite maintaining long-term bullish views on Bitcoin, the systematic approach prioritizes capital preservation. The portfolio demonstrates disciplined risk management while capturing opportunities across global armaments, real estate, and currency-hedged international exposures.
Multi-asset long/short strategy employing quantitative risk management across global markets with focus on shareholder-friendly companies and systematic position sizing based on risk signals.
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| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| May 4 2026 | 2026 Q1 | - | crypto, defense, global, Japan, Long/Short, semiconductors | - | TYME Advisors materially outperformed across all portfolio types in Q1 2026. Global Armaments and Japan currency-hedged exposure drove gains while Semiconductors detracted. Systematic risk management enabled Bitcoin exits avoiding double-digit losses. The firm filters Japanese companies for shareholder-friendly governance, maintaining disciplined quantitative approach to position sizing and risk control. |
| Mar 2 2026 | 2025 Q4 | AAPL, AVAV, AVGO, BA.L, CBOE, FNV, GOOGL, MRK, NDAQ, NVDA, PLTR, RHM.DE, RTX, TPG, WPM | Alternatives, defense, Exchanges, gold, Japan, Long/Short, Quality, royalties | - | TYME Advisors delivered strong annual outperformance through a quality-focused long/short strategy emphasizing defense spending, gold exposure, and capital markets. Key moves included exiting Bitcoin and rotating to US large caps, while maintaining structural themes around global rearmament and precious metals. The disciplined approach combines systematic risk management with exposure to long-term structural trends across equities and alternatives. |
| Oct 7 2025 | 2025 Q3 | 3774.T, 3791.T, 4819.T, AAPL, BTC-USD, CBOE, FNV, GOOGL, KTOS, LB.AX, NDAQ, NVDA, PLTR, RTX, TPG, WPM | Armaments, Bitcoin, commodities, defense, gold, inflation, Long/Short, technology | - | Strong Q3 performance driven by defense technology and hard assets as global rearmament accelerates. Portfolio positioned for monetary debasement through gold and Bitcoin while maintaining exposure to US defense tech leaders and precious metals royalties. Systematic long/short extension provides tax efficiency. Outlook focused on continued defense spending growth and inflation hedging amid geopolitical tensions. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
DefenseGlobal Armaments was a key contributor to performance both for the quarter and year to date, adding material value to portfolio returns. |
Defense Armaments Military |
CryptoBitcoin position was fully exited twice to avoid double-digit drawdowns using quantitative risk management. Manager maintains long-term bullish views but employs systematic approach similar to commodity trading funds for risk management. |
Bitcoin Crypto Digital Assets | |
JapanJapan exposure with dynamic currency hedging was a key contributor, utilizing a filtered universe of 1,300+ Japanese companies screened for shareholder-friendly governance and yield metrics, resulting in less than 200 companies. |
Japan Currency Hedging Governance | |
SemiconductorsSemiconductors were a key detractor from performance both for the quarter and year to date, subtracting value from portfolio returns. |
Semiconductors Technology Chips | |
| 2025 Q4 |
Defense SpendingThe entire world is rapidly rearming off an extremely low base of defense spending. Global armaments materially outperformed for the year with top contributors including Rheinmetall, Palantir Technologies, and RTX. |
Armaments Defense Geopolitical Spending Security |
GoldGold is positioned as a superior store of value with reliable scarcity and the highest stock-to-flow ratio of any physical commodity. The manager created a leveraged gold exposure called 'Gresham's Wrath' that materially outperformed benchmarks. |
Precious Metals Inflation Store of Value Monetary Scarcity | |
Managed FuturesStrategy designed to generate absolute returns with low correlations to equities and bonds. Updated to include European exposures across interest rates, energy, and agriculture to improve the opportunity set. |
Alternatives Commodities Trend Following Diversification Risk Management | |
Capital MarketsExchanges operate as essential high-margin toll roads for the economy with immense operating leverage. Both exposures materially outperformed with Nasdaq and Chicago Board of Options Exchange as top contributors. |
Exchanges Trading Technology Data Infrastructure | |
JapanMaintains long-term bullish views but rotated from unhedged to dynamically hedged exposure due to currency headwinds from weakening Yen. New position filters for companies that treat shareholders better based on governance screens. |
Currency Hedging Shareholder Yield Corporate Governance Foreign Exchange | |
| 2025 Q3 |
Defense SpendingGlobal armaments spending is accelerating across North America, Europe, and Asia-Pacific driven by renewed great power competition. The US defense budget is pushing toward the trillion-dollar mark with heavy emphasis on R&D and next-generation technology. European nations are dramatically increasing defense spending due to the Ukraine conflict and shifting US policy. |
Defense Armaments Military R&D Technology |
GoldGold serves as a superior store of value with absolute scarcity and the highest stock-to-flow ratio of any physical commodity. Central bank demand is accelerating while US Treasuries are being reduced, with physical deliveries highlighting growing mistrust in the global monetary system. |
Gold Central Banks Monetary Scarcity Store of Value | |
CryptoBitcoin represents the hardest money ever created with absolute scarcity and a mathematically enforced 21 million coin cap. It closes a 150-year technological gap between fast digital transactions and slow physical settlement, enabling individual sovereignty and censorship resistance in an era of monetary debasement. |
Bitcoin Scarcity Digital Sovereignty Debasement | |
Capital MarketsExchanges operate as essential high-margin toll roads for the economy with immense operating leverage and natural inflation hedging. They benefit from strong network effects, regulatory barriers, and consistent fee generation regardless of market direction while adapting to new asset classes like digital assets. |
Exchanges Trading Fees Volatility Infrastructure | |
EnergyWest Texas real estate provides exposure to perpetual oil and gas royalty interests in the Permian Basin, generating high-margin revenue without operational risks. The capital-light business model creates powerful compounding effects while serving as an inflation hedge through commodity-linked revenues. |
Oil Gas Royalties Permian Inflation | |
JapanJapanese owner-operator companies offer compelling opportunities at bargain prices with authentic local exposure and management incentive alignment. The mature economy with declining population creates competitive moats while limiting foreign competition due to language barriers and closed corporate structures. |
Japan Owner-operators Local Innovation Value |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
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