Invest where leadership and opportunity converge

The right leader,
in the right seat,
at the right time.

Unlocking cycle-resilient, uncorrelated returns.

Inside Our Strategy
A conversation with our Chief Investment Officer

Let’s Talk

Uncommon Strategies.

Uncommon Outcomes.

You don't need another
generic fund.
You want differentiated
opportunities —
unique strategies
most investors will never access.

We’re In It

With You

Your money is
invested alongside ours —
we succeed
when you succeed.

No hidden fees.

No surprises.

Trust begins with transparency.
Separately managed accounts.
Clear fee structure.
24/7 visibility.

Trusted Stewardship

for Enduring Wealth

We focus on growing and protecting your wealth —
so you can focus on
what matters to you most.

We don’t just analyze companies.
We evaluate the leaders who run them.

Numbers tell part of the story. Leadership analysis reveals the rest.
Eagle Talon fuses bottom-up fundamentals with executive and boardroom intelligence —
predicting when CEOs will create value, and when they won’t.

Experience-driven pattern recognition that isolates the true drivers of value — leadership and catalysts.

Leadership Signals

Why We Stand Out

Experience-driven clarity that cuts through noise to isolate the real drivers of performance.

Quantitative Clarity

Discipline: concentrated when signals align — dynamic sizing, hedging, and cash holdings to protect capital.

Risk & Conviction

Leadership is a distinct, under-owned factor — delivering uncorrelated, cycle-resilient returns.

Differentiated Diversifier

WHO WE SERVE

We partner with
discerning investors
who demand a
differentiated,
disciplined process —
built for
growth and uncorrelated,
cycle-resilient returns
with the
discretion and privacy
their capital deserves.

Why It Matters

Behind every return stream lies one decisive force: leadership.
Is the right leader in the right seat?
Strategy, execution, and culture all flow from the CEO and board — yet leadership fit remains one of the market’s most overlooked drivers of performance.

Most investors run the same screens and reach the same conclusions.
That’s not clarity — it’s consensus.
True conviction comes from seeing what others miss: whether a CEO’s expertise, track record, and temperament align with what the business needs at this stage of its cycle.

Investors chase style boxes — value, growth, momentum, sector, geography.
We don’t.
We invest in companies where leadership is aligned and positioned to win.
That’s the best way to manage risk — and the best way to earn excess returns.

People Are Our Edge

Few firms combine what we do:
investigative leadership diligence and
rigorous fundamental research,
grounded in decades of experience and
sharpened by pattern recognition.

That rare mix powers every
Eagle Talon investment
strategy and decision.