Most Allocators Want To Know One Thing Right Away: “What Kind Of Strategy Are You?”

Most allocators want to know one thing right away: “What kind of strategy are you?”

The expectation is simple:
Fit into a box. Wear a label. Fill a bucket.

But we didn’t build Eagle Talon to fit into a category.
We built it to hunt for alpha — wherever it lives.

We’re not long-only.
Not long-short.
Not event-driven.
Not industry-specific.
Not large-cap or mid-cap constrained.

We’re a process. A discipline.
Built on deep company research, CEO due diligence, leadership alignment — and the belief that the right operator in the right role drives value creation.

That doesn’t always fit neatly on a shelf — and we’re okay with that.

We’re not here to be a product.
We’re here to deliver returns — grounded in judgment, conviction, and alignment — not narrative.

If you think outside the box, you’ll understand why we’re not trying to fit into one.

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The Intel 2021 CEO Transition Was A Board Misstep — Pat Gelsinger Was A Mismatch

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Unilever Didn’t Wait. Just 20 Months In, The Board Cut The CEO