Why Rational Funds?

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.

Our Leadership




Rational Dynamic Brands (HSUTX)
Americas Top Performer: Best Fund under $100m – Equity – Long Term Performance and the Best Fund under $100m – Equity categories



Rational Tactical Return Fund (HRSTX)
Americas Top Performer: North American Equity Fund – Long Term Performance and North American Equity Fund categories



Rational Special Situations Income Fund (RFXIX)
Americas Investors Choice Award: In the Event Driven Fund – Long Term Performance category



Rational Special Situations Income Fund (RFXIX)
Americas Top Performers in the Event Driven Fund – Long Term Performance category



Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX)
Best Managed Futures ‘40 Act Fund



Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX)
Best Fund over 3 Years
Alternative Managed Futures Funds

Investors Choice Awards Methodology

All funds reporting to Allocator.com are considered for the awards.

There are two types of awards:

  1. The Top Performer Awards — these are granted to the select few funds, which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 we have extended the time period under consideration to evaluate how managers navigated both 2019 and the Covid-19 related market turbulence in early 2020. The 2020 Top Performer award winners will be chosen based on absolute returns from January 1, 2019 to April 30, 2020. The Long-Term categories consider returns from January 2017 to April 2020.
  2. The Investors Choice’ Awards —For each category, the fund, which receives the highest qualitative scoring by the judges receives the prestigious award. Institutional investors from around the world score the Top Performers on a range of qualitative criteria including investment processes, risk framework, transparency, team, and ability to generate alpha. The judges review manager profiles on the Allocator.com portal and independently assign a score from 1 to 10 in each of the qualitative assessment areas for each fund.

Disclosure: The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. There is no assurance that the Fund will achieve its investment objective.

Disclosure: The awards are judged by a distinguished panel of institutional investors in funds and they take into account a set of qualitative criteria covering the investment process, risk management framework and depth of research team, as well as a set of quantitative performance measures including annualized returns, volatility and maximum drawdown. Please note the judging period is from January 1 2016 – December 31 2016.

Disclosure: Lipper Fund Classification Awards
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document on lipperalpha.refinitiv.com/lipper/our-methodology/.

The HFM US Performance Awards showcase and reward those hedge funds and FoHFs that have outperformed their peers over the past 12 months and provide a platform to demonstrate these achievements in front of investors.

The HFM Us Quant Awards honor service providers that have demonstrated exceptiopnal client service and innovation as well as rewarding the best performing Quant funds within the US.


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