Strategy & Process - “Catalyst for Improved Performance; Active, Focused, Proprietary”

Relational’s investment approach requires an intensely focused and planned process for investment choice and relational involvement.

  • Relational maintains a limited portfolio of companies (from eight to twelve) in each of its two products.

  • Relational purchases a significant percentage of a company’s outstanding shares, generally one to ten percent.

  • Relational presents detailed recommendations for constructive change to the company’s management, board and, when necessary, shareholders. These changes are designed to stimulate a turn-around in the company’s performance resulting in a re-rating of the company’s shares in the public markets.

  • Relational persists until the necessary change has been achieved, the company's securities have been re-rated by the market and are creating incremental shareholder value, or in some circumstances its valuation based on market conditions and company/industry dynamics is proven incorrect.
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