ABOUT US

Rod Capital Management (RCM) manages an award-winning, long-short U.S. equity fund.

 

RCM is led by Perry Rod, who has been a full-time investor, trader and analyst in the equity market for almost 20 years. Perry turned $80,000 into nearly $12M as a private investor in the period between 2002-2015 and provided the initial seed capital to start RCM.

 

RCM holds a long-term equity portfolio which is complemented by an earnings event-based strategy

• Diversified long and short equity investments in large, mid, and small-cap companies (typically, 60 long and 30 short) are based on fundamental and relative value analysis of businesses we believe are over or undervalued

• Our conservative net exposure is around 50% and our sector focus is Communication, Information Technology, Consumer Discretionary, Real Estate, and Industrials.

• In addition, while many portfolio managers avoid the volatility surrounding earnings events, we believe short-term trading decisions linked to such events provide a unique opportunity for further outperformance.

• Rod Capital’s proprietary methodology has identified over 200 U.S. small to mid cap growth companies exhibiting earnings event patterns from which the fund selects what it believes to be the best 12-24 per quarter for additional event-based investments.

 

 

UPDATES:

 

 

Register with us for more information

 

*Only for individuals or couples with a net worth of over $1 million excluding primary residence, or consistent income of over $200,000 ($300,000 for married couples).

 

 

Rod Capital has won several performance awards from BarclayHedge, significantly outperforming investment funds around the world

 

  • May 2017 – Performance Award – Equity Long-Bias Ranked By Net Return
  • August 2017 – Performance Award – Equity Long-Bias Ranked By Net Return
  • 2018 – Yearly Award – Equity Long-Bias Ranked By Net Return
  • BMFR 2nd Q 2019 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 3rd Q 2019 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 4th Q 2019 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 1st Q 2020 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 2nd Q 2020 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 3rd Q 2020 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return
  • BMFR 4th Q 2020 Edition – Equity Long-Bias – Past Three Years Ranked By Compound Annual Return

TEAM BIOS

PERRY ROD

Chief Investment Officer

Full time equities investor from 2002-2016 utilizing various equities investment methodologies. Provided initial seed capital to start Rod Capital after refining strategy and risk controls. BA, Georgetown.

BARDIA MAGHAMI

Chief Operating Officer

Over 15 years of experience in operations and forecasting for major retailers and distributors. Oversees business operations and also functions as Chief Compliance Officer. BA, UCLA.

MARTY ROD

Business Continuity

Investment and trading consultant from 2009-2016. Helped develop RCM's proprietary investment strategies. Serves as risk consultant and directs our business continuity program. BA, Yale.

IRAKLI MINDADZE

Business Development

Former Senior TMT Corporate Banker at SocGen and finance executive at Redix family office. Helped form RCM and continues as advisor. MBA, Duke.