Long / Short & Special Situation

Rod Capital Management (RCM) is a long/short equity fund that targets deep value opportunities for its long-term portfolio and complements this by taking short-term positions in special situations. The fund takes concentrated high-conviction positions with a focus on fundamental and relative value. RCM hedges these positions by shorting companies identified as over-valued along with related indexes in order to manage risk and exposure. The fund can also take short-term positions in special situations that include mergers and acquisitions, conglomerate spin-offs, and other catalyst events. RCM’s strategic approach is intended to produce strong risk adjusted returns and positions the fund for long-term outperformance of benchmark indexes. The fund is managed by Chief Investment Officer Perry Rod.