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.
*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