Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$255,476Avg YTD+0.3%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$128,220+0.3% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$127,256+0.4% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house