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 STRUCTURE
Three Strategies, One Purpose.

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 strategies and structures to accommodate the portfolio needs of its clients. We employ fundamental and systematic analysis and investments may be held in commingled and separately managed account structures. Additionally, investors can increase exposure to our best ideas through special purpose vehicles (SPVs).

SYSTEMATIC
LONG/SHORT
Quantamental
Event

Multi-factor algorithm hunts for trades to systematically profit from outsized volatility around corporate events.

Seeks short-term capital gains. Mitigates risk with rapid changes in exposure and short positions.

FUNDAMENTAL
LONG/SHORT
CEO
Change

Buys companies led by value creators & 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
Diversified
Alpha

Reduces concentration of CEO Change investments and diversifies with yield and thematic ETF securities.

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

COMPARISON OF STRATEGIES
Similar Objectives, Different Attributes.

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.