- Relational is a privately owned asset management firm founded in 1996.
- Relational’s two products each have concentrated portfolios of generally U.S. and Canadian-listed companies:
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Relational Investors Fund: Large-Cap Equity
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Mid-Cap Fund: Mid-Cap Equity
- Relational manages approximately $6 billion in total.
- The Relational Investors Fund², from inception in 1996 through December 31, 2011, has materially outperformed its benchmark, the S&P 500 Total Return Index, on a cumulative basis.
- Relational’s eight-person executive management team averages 23 years of investment experience. Relational’s two founders have worked together since 1985.
¹Relational Investors LLC is registered with the U.S. Securities and Exchange Commission.
² From 1996 until July 2008 the Relational Investors Fund (the "Fund") invested in both mid-cap and large-cap companies. As the Fund grew its assets under management the average market capitalization of companies the Fund invested in increased and the Fund now primarily invests in large-cap companies. Performance figures contained herein include all investments.