Portfolio

Portfolios of our CORE STRATEGY are constructed within the following framework:

  • Long only U.S. listed equities
  • Typically 10-15 positions
  • Typically 8-12% position sizes
  • Max position size 12% of portfolio value (at the time an investment is made)
  • No sector or market cap restrictions
  • Above average, long-term absolute return target
  • No leverage
  • No shorting
  • No options
  • Hedging:  holding cash as necessary

 

We strongly discourage prospective clients from investing capital with Rational Investors that cannot be committed for at least three years and ideally five years.