“What box do you fit in?”

It’s one of the first questions allocators ask.

Long-only?
Long-short?
Event-driven?

We’re none of the above — by design.

If a category limits conviction, it’s the wrong box.

Eagle Talon is built around a single principle: leadership drives returns.
We underwrite CEOs and boards the way others underwrite balance sheets.
When the leadership is right, we’ll own common, calls, preferreds, or debt.
When it’s not, we’ll short, own puts, or step aside.
And when risk rises or decisions falter, we hedge, reduce, or exit.

No rigid mandate.
No asset-class tunnel vision.
Just disciplined judgment — applied to a focused set of opportunities.

It doesn’t fit neatly on a shelf.
But alpha rarely does.