Rational Funds Overview

Why Rational Funds?

Capital markets are heavily influenced by behavioral biases – human emotions such as fear, greed, pride, and jealousy often overwhelmingly dominate logic and reason.

As a result, our investment philosophy is based on applying a rational approach to investing, absent of any ad hoc or emotional decision-making to keep our portfolios disciplined and completely objective when faced with investment opportunities.

Rather than relying on forecast, opinion, or intuition, our focus is to observe, analyze and identify potentially repeatable sources of return using quantifiable and relevant information. We employ rigorous research that is backed by sound academic theory. The strategies we run are implemented in a disciplined and systematic investment approach.

We believe that Rational Funds represents a unique change in the investment landscape. We strive to deliver our clients superior risk-adjusted returns using a systematic investment process. We see ourselves at the apex of designing successful modern portfolio strategies for today’s investor.

We believe that traditional buy-and-hold equity and income strategies do not adequately address investor needs in the current market environment. The Rational Funds are different and different can indeed be beneficial during periods of market turmoil.

Rational Funds lineup of innovative strategies are designed to support financial advisors and their clients in meeting the challenges of an ever-changing global financial market. We see the benefits of the Rational Funds being their ability to fit into various investment portfolios and enhance risk-adjusted performance through low correlation and non-traditional viewpoints.

Our funds address the needs of investors by seeking to generate alpha, reduce volatility, and limit tail risk. Several of the funds seek to generate income for investors.

The Rational Funds intent is to provide investors with non-traditional products that take advantage of boutique managers’ experience and expertise. Our Funds are managed by sub-advisors who focus on high alpha, low beta, with a strong long-term track record over multiple market cycles. Rational Funds’ seasoned investment managers combine innovative modern thinking with advanced technology to strive to be ahead of the curve in exploiting emerging areas of opportunity to help our clients achieve their long-term investment goals.


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