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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

Small Cap Catch-Up: Market Reset?

0
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Economic Insights

June Retail Sales Report Leads to More Questions

0
Today's retail sales release has us scratching our heads. The...
Economic Insights

June HANDLS Monthly Report: Summer Heat

0
The graph and table above provide return data for...
Economic Insights

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

0
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

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Economic Insights

Small Cap Catch-Up: Market Reset?

0
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Economic Insights

June Retail Sales Report Leads to More Questions

0
Today's retail sales release has us scratching our heads. The...
Economic Insights

June HANDLS Monthly Report: Summer Heat

0
The graph and table above provide return data for...
Economic Insights

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

0
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).
Economic Insights

Monetary Policy Is Increasing The Deficit

0
Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.
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Small Cap Catch-Up: Market Reset?

Joe Tigay, Portfolio Manager -
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Read more

June Retail Sales Report Leads to More Questions

Leland Abrams, Portfolio Manager -
Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...
Read more

June HANDLS Monthly Report: Summer Heat

David Cohen -
The graph and table above provide return data for major income-oriented asset categories for the month of June 2024 and YTD 2024. Returns for...
Read more

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