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The Laws of Attracting Alpha – Portfolio Manager Profile of Eric S. Meyer, PhD, J.D., CFA

Economic Insights

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the founding of ESM Management and the creation of the Rational Special Situations Income Fund (RFXIX). This interview will help investors understand:

  • How RFX has performed against traditional benchmarks.
  • Why the special situation opportunity set continues to provide opportunities.
  • RFX’s distinct approach isn’t easily replicable by other portfolio management teams.

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

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Catalyst Insights
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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

Joe Tigay, Portfolio Manager -
The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.
Read more

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

David Cohen -
Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.
Read more

How Leading Consumer Brands Have Emerged Stronger Since 2019

Eric Clark, Portfolio Manager -
The last five years have been among the most intense stress tests in modern business history.
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