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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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Short-Term Noise Can Lead to Long-Term Opportunity

Eric Clark, Portfolio Manager -
If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.
Read more

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

David Cohen -
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
Read more

Private Markets: The Largest Mega Trend in Financial Services

Eric Clark, Portfolio Manager -
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
Read more

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