The Laws of Attracting Alpha
How a Harvard Physics Ph.D. and Attorney’s Fixed Income Fund Has Used Special Situations to Give Equities a Run for Their Money
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.