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Corrections that are guaranteed. Upturns that are inevitable.

At Tralucent, we just about guarantee that the stock markets will correct almost every year between 7 to 10 percent, and sometimes even more. What inevitably follows is the upturn, and we expect that the current correction in the stock market should be no different. The end to the Ukraine conflict is hopefully nearing, and…

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TGF: report for Q4 2023

You may know we launched our Tralucent Global Equity Fund (“the Fund”) on March 31, 2020. Please find the updated results as at December 31, 2023 Mar 31, 2020 – Dec 31, 2020 2021 2022 2023 Total Return from shorts -0.07% 1.90% 7.95% 1.47% 11.47% Return from long 40.73% 30.53% -17.03% 24.50% 89.75% Total return…

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TGF: report for Q3 2023

Critique on Current Period First and foremost, The Tralucent Global Equity Fund has officially changed its name to the Tralucent Global Alternative (Long/Short) Equity Fund (“the Fund”). Over the last quarter, the Fund saw a 2.35% return over the last quarter, and a 26.48% return over the last year. Comparatively, the global market benchmark returned…

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Tralucent is a top contender at the Canadian Hedge Fund Awards!

Most of you who know of Tralucent’s strategy and results over the last fifteen years of Tralucent’s existence understand that our results are something to be proud of. Today, we are very excited to inform you that the Tralucent Global Equity Fund (the Fund) is a top contender for two awards at the Canadian Hedge…

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TGF: report for Q2 2023

Critique on Current Period The end of the quarter marks the conclusion of the first half of quite an eventful year for the markets and for Tralucent! The Tralucent Global Equity Fund (“the Fund”) saw a 5.82% return over the last quarter, and a 21.62% over the last year. Comparatively, the global market benchmark returned…

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TGF: report for Q4 2022

Critique on Current Period The end of the quarter marks the conclusion of quite a year for the markets and for Tralucent!  The Tralucent Global Equity Fund saw an 8.50% return over the last quarter, and a -11.03% over the last year. Comparatively, the global market benchmark returned 7.59%, and -12.79%. The Fund continues to…

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TGF: report for Q3 2022

Critique on Current Period As at quarter end (September 30, 2022), the S&P 500 hit a new low of 3585. This is even lower than the S&P’s bottom at the June quarter. For some perspective, the S&P is trading around the same level as mid-November in 2021. Tralucent continues to outperform its benchmark, which we…

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TGF: report for Q2 2022

Critique on Current Period As at quarter end performance of major market indices is as follows: NASDAQ down 27.05%, S&P500 down 20.79%, and the MSCI World Index down 18.87%. As at quarter end, the Fund was down 17.67%. While never happy with negative performance, we are extremely proud that we are still outperforming the major…

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Market Corrections: a time to buy

As we write this letter, equity markets are down some 26% on a year-to-date basis, as measured by the S&P500. This is the worst performing first half of a year over the last 50 years. In this situation it is natural to be concerned. But it is even better to be informed. Please note that…

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TGF: report for Q1 2022

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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