Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$250,731Avg YTD+0.3%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$124,335+0.3% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$126,396+0.4% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house