Who Are Jake Ryan and Michael Schoeffling
Jake Ryan and Michael Schoeffling are co-founders and portfolio managers at Schoettle Asset Management, a New York based hedge fund focused on event driven and special situations investing. The firm manages concentrated long short equity positions and targets companies undergoing mergers, restructurings, or other corporate events event driven hedge fund strategy explained.
Ryan and Schoeffling met at the University of Pennsylvania and later worked at established hedge funds before launching their own firm. Their investment process emphasizes deep fundamental research, high conviction positions, and disciplined risk management across a small number of holdings.
Schoettle Asset Management Portfolio and Strategy
Fund Structure and AUM
Schoettle Asset Management operates a flagship long short equity fund that targets absolute returns through both long and short positions in U.S. equities. The fund typically maintains a concentrated portfolio with a limited number of names, allowing the team to focus on in depth analysis of each investment SEC filings for Schoettle Asset Management.
The fund's strategy combines event driven opportunities with broader long short equity exposure, aiming to generate consistent returns while managing downside risk. Portfolio decisions are driven by detailed financial modeling, industry analysis, and direct engagement with company management.
Key Holdings and Positions
The fund's public disclosures reveal concentrated positions in companies where Ryan and Schoeffling see mispricing or catalysts ahead. Holdings often include mid and large cap U.S. companies across sectors such as industrials, financials, and technology how hedge funds use 13F filings.
Schoettle Asset Management adjusts its portfolio based on evolving market conditions, new corporate events, and changes in valuation. The team uses short positions to express bearish views on companies with weak fundamentals or overvalued valuations, balancing the overall fund exposure.
Investment Approach and Track Record
Process and Decision Making
Ryan and Schoeffling follow a bottom up investment process that starts with detailed company analysis and narrows down to a small set of high conviction ideas. Their approach combines quantitative screening with qualitative assessments of management quality, competitive positioning, and capital allocation hedge fund investment process overview.
The fund emphasizes risk control through position sizing, diversification across uncorrelated ideas, and strict stop loss discipline. Ryan and Schoeffling focus on long term value creation rather than short term market timing, aligning their interests with limited partners through performance based fees.
Performance and Industry Recognition
Schoettle Asset Management has built a track record of delivering risk adjusted returns through disciplined execution of its event driven and long short equity strategy. The fund's performance has drawn attention from institutional investors and industry observers looking for consistent absolute return strategies Hedge Fund Research industry data.
Public filings and investor presentations highlight the fund's focus on transparency, governance, and alignment with investors. Ryan and Schoeffling continue to refine their process, incorporating new data sources and analytical tools to identify attractive