Our “Core Strategy”, offered under the trade name Rational Investors, invests in a limited number of long-equity positions, seeking to achieve long-term, double-digit returns over a market cycle while minimizing the risk of permanent loss of capital. Rational Investors invests primarily in two types of stocks–Generals & Special Situations–with an emphasis on Cloning, Cannibals and Spinoffs.  More information is available at

We also manage customized, absolute-return portfolios, investing long or short and across multiple asset classes, with the mission of delivering superior long-term risk-adjusted returns to each client. We focus primarily on investing in a limited number of generally undervalued and special situation opportunities. On occasion, we may employ activist investing strategies, which may involve more active participation in the affairs of a portfolio company than that generally assumed by an investor.