Who Is Jake Ryan Michael Schoeffling
Jake Ryan Michael Schoeffling is a portfolio manager and analyst associated with Schoettle Asset Management, a hedge fund focused on long-short equity strategies. The firm, co-founded by Schoeffling, emphasizes fundamental research, concentrated positions, and a disciplined value-oriented approach to public equities. The fund operates as a registered investment adviser and files regulatory disclosures with the U.S. Securities and Exchange Commission, which provides quarterly holdings data and strategy updates through official EDGAR filings SEC EDGAR Filings.
The fund targets U.S. large-cap and mid-cap equities, often taking both long and short positions to express directional views on companies and sectors. Jake Ryan Michael Schoeffling's investment process combines bottom-up company analysis with top-down macro assessment, aiming to generate absolute returns while controlling downside risk. Public disclosures show that the fund maintains a concentrated portfolio with high conviction ideas, and positions are adjusted based on evolving valuation and corporate developments.
Investment Strategy and Portfolio Approach
Schoettle Asset Management follows a long-short equity strategy that seeks to profit from both undervalued and overvalued securities. The fund's process typically involves in-depth fundamental analysis, including detailed financial modeling, management assessment, and competitive positioning reviews. Jake Ryan Michael Schoeffling's team focuses on identifying mispricings in companies where market expectations diverge from underlying business fundamentals and cash flow profiles.
Position Sizing and Risk Controls
The fund employs concentrated positions with strict risk limits, avoiding excessive diversification in favor of higher-conviction ideas. Position sizes are determined by the strength of the investment thesis, valuation margins of safety, and the liquidity profile of each security. Risk management frameworks include regular portfolio stress tests, exposure limits by sector and factor, and systematic monitoring of short-squeeze risks and borrow costs Forbes Risk Management.
Top Holdings and Recent Positions
Public 13F filings and quarterly disclosures reveal that Jake Ryan Michael Schoeffling's fund has held positions in large technology, consumer, and industrial companies. The portfolio often includes both long positions in undervalued businesses and short positions in companies with deteriorating fundamentals or stretched valuations. Recent filings show concentrated exposure to names where the fund sees a clear gap between current market price and intrinsic value SEC 13F Filings.
The fund's holdings reflect a bias toward companies with strong balance sheets, predictable cash flows, and visible long-term growth drivers. Short positions are typically selected based on weak competitive moats, aggressive accounting, or unsustainable business models. Jake Ryan Michael Schoeffling's team monitors these positions closely, adjusting exposure as new information becomes available and as market conditions evolve across sectors and capital cycles Forbes Long-Short Selection.