Fund houseCyclical & Co.Hard cycles, hard work, blue-collar markets.Funds2Combined AUM$253,462Avg YTD+0.3%Funds · 2Ironclad IndustrialsIndustrials · Concentrated5 positions · managed by Rafael Gómez$122,062+0.2% YTDMeridian EnergyEnergy · Materials5 positions · managed by Marcus Adeyemi$131,400+0.4% YTDManagers · 2Marcus Adeyemi1 fund on this houseRafael Gómez1 fund on this house