Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$239,118Avg YTD+0.2%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$123,726+0.2% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$115,391+0.2% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house