DIFFERENTIATED PERSPECTIVE

“When it’s raining gold, reach for a bucket, not a thimble.”
Warren Buffett

INVESTMENT OBJECTIVE
Capture the Value Created and Destroyed by CEOs.

We aim to capture sustainable long-term alpha created by changes in senior leadership and other corporate events. Our team synthesizes bottom-up fundamental analysis with quantitative methodologies.

INVESTMENT STRATEGIES
One Purpose: UNLOCK LEADERSHIP ALPHA.

Benefits. Our niche strategies are portfolio diversifiers that improve risk-adjusted returns and have low correlation to the S&P 500. Our short positions and cash holdings mitigate downside during periods of elevated risk.

Products. Eagle Talon offers several investment products to meet the portfolio needs of clients. We employ fundamental and leadership analysis to separate value creators from value destroyers. Investments may be held in commingled and separately managed account structures. Additionally, investors can increase exposure to our best ideas through co-investment vehicles.

We offer our Leadership strategy in two forms: portfolios of individual stocks, and portfolios of primarily ETFs.

FUNDAMENTAL
LONG-BIASED
g-leadership
(cEO Change)

Buys companies led by value creators and shorts stocks led by value destroyers based on
bottom-up research.

Seeks capital gains on long and short positions. Mitigates risk with a range of gross and net exposures.

FUNDAMENTAL
LONG-ONLY
G-THEMED
(ETFS)

Supplements a diversified portfolio of thematic and yield ETF securities with G-Leadership investments.

Seeks capital gains and yield income. Mitigates risk with flexible exposures that use cash as hedge.

COMPARISON OF STRATEGIES
TAILORED RETURN AND VOLATILITY TARGETS.

  1. Minimums are $1,000,000 for institutions and $250,000 for individuals.

  2. Inquire whether the Founders Class is available to receive reduced fees.

  3. If you do not meet our minimums but our approach resonates with you, please reach out to explore a way forward. Our mission includes increasing access to investment managers.

FOUNDERS CLASS TERMS
Reduced Fees, Limited Capacity.

Inquire to determine whether availability remains:

Management Fee. 1% in perpetuity.

Performance Fee. Same as standard class.

Capacity Rights. Invest up to 1x your total investment at the same fees and terms as your initial investment, in perpetuity.