Tantallon Asia Impact Fund Report, August 2026
The Tantallon Asia Impact Fund closed up +6.01% in August, a recovery of sorts from the pummeling in July. However, markets remain on edge. The margin-call driven momentum unwind in leveraged tech and AI positions remains a drag on sentiment, while the resumption of hostilities in the Middle East played very poorly in crude and treasury markets amidst growing concerns over debasement weighing on the US dollar, and putting a firm bid under precious metals.



