Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$247,047Avg YTD+0.3%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$125,789+0.3% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$121,258+0.3% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house