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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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Economic Insights

What’s the Real Value of Active Management?

0
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Economic Insights

Election Trepidation: October 2024 HANDLS Monthly Report

0
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
Corporate Insights

The Election Results Are In. The Market Likes the Results.

0
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Corporate Insights

Thematic Investing Can Add a Ton of Value to Portfolios

0
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

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Economic Insights

What’s the Real Value of Active Management?

0
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Economic Insights

Election Trepidation: October 2024 HANDLS Monthly Report

0
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
Corporate Insights

The Election Results Are In. The Market Likes the Results.

0
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Corporate Insights

Thematic Investing Can Add a Ton of Value to Portfolios

0
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
Corporate Insights

Investing in Big Rivers is a No-Brainer, Common Sense Decision.

0
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
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What’s the Real Value of Active Management?

Eric Clark, Portfolio Manager -
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Read more

Election Trepidation: October 2024 HANDLS Monthly Report

David Cohen -
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
Read more

The Election Results Are In. The Market Likes the Results.

Eric Clark, Portfolio Manager -
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Read more

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