Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$258,193Avg YTD+0.4%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$122,374+0.2% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$135,819+0.5% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house