Catalyst-Driven. Fundamentally Grounded.
We invest where outcomes are driven by events, not opinions, combining fundamental analysis with disciplined timing to capture value others overlook.
From Catalyst to Conviction
We identify time-bound catalysts supported by deep fundamental research.
Each opportunity is evaluated through a disciplined framework that measures probability, timing, and impact. This process transforms market events into structured, repeatable outcomes.
Catalyst Research
We analyze events that move markets, including regulatory approvals, corporate actions, mergers, and activist interventions. Each scenario is examined to determine where value can be unlocked.
Fundamental Insight
Our sector-level research builds conviction around every catalyst. Each decision is grounded in real fundamentals rather than sentiment or short-term momentum.
Adaptive Risk Management
Every position is built with clear parameters for timing, probability, and downside control. This approach preserves capital while capturing asymmetric opportunities.
Disciplined Execution
Positions are structured with precision and intent, maintaining alignment between conviction, timing, and portfolio exposure.
What Sets Us Apart
We focus on outcomes that are defined by catalysts and supported by fundamentals. Our approach is guided by clarity, discipline, and alignment with investors. Each strategy is built to uncover opportunities that others overlook and to sustain performance across changing market cycles.
Catalyst-Driven Alpha
We identify event-based inefficiencies before they are priced by the market, using disciplined research to convert timing and information into measurable results.
Diversified Exposure
Our multi-asset flexibility allows us to navigate different market regimes while maintaining a balance between growth and protection.
Capital Preservation
We structure every position with controlled downside, ensuring capital protection remains central to portfolio construction and risk management.
Global Perspective
Our team monitors cross-market dynamics across North America, Europe, and Asia, translating global insights into actionable strategies.
Built on Clarity and Conviction
At Johnson | Randall, we focus on generating consistent, risk-adjusted returns through a catalyst-driven and fundamentally grounded approach.Our philosophy combines discipline, transparency, and independent thinking to create long-term value for our investors.
$500M+
Assets Under Management
10+
Years of Combined Investment Experience
01. Our Vision
To redefine active management through clarity, discipline, and accountability.We aim to set a higher standard for transparency and precision by building strategies that remain effective across market cycles.
02. Our Mission
To identify predictable inflection points where fundamentals and catalysts converge.We pursue opportunities that others overlook and transform them into repeatable, risk-controlled results.
Insight-Driven Research
Johnson | Randall is an independent investment manager focused on generating consistent, risk-adjusted returns through event-driven strategies supported by fundamental analysis.Our work begins with clarity: understanding what is changing, why it matters, and how those shifts create measurable opportunity.
Personalized Solutions
We do not rely on prediction. We prepare through disciplined research, scenario analysis, and structured risk control.
Our goal is to deliver consistent performance using a repeatable process that connects catalysts, fundamentals, and timing with investor objectives.
The Team Behind the Strategy
Our team combines market experience with analytical depth.Portfolio managers, analysts, and risk specialists work together to identify catalysts before they become consensus and to translate insight into disciplined execution.Every decision reflects shared conviction, transparency, and accountability.
Insight-Driven Research
Johnson | Randall is an independent investment manager focused on generating consistent, risk-adjusted returns through event-driven strategies supported by fundamental analysis.Our work begins with clarity: understanding what is changing, why it matters, and how those shifts create measurable opportunity.
Personalized Solutions
We do not rely on prediction. We prepare through disciplined research, scenario analysis, and structured risk control.
Our goal is to deliver consistent performance using a repeatable process that connects catalysts, fundamentals, and timing with investor objectives.
Your Success, Our Mission.
Our leadership combines two perspectives that define Johnson | Randall: analytical precision and portfolio discipline.Together, they guide a unified investment philosophy focused on clarity, accountability, and consistent performance.
Jared Johnson
Quantitative Strategy
Jared leads Johnson | Randall’s research and model development.With over two decades of trading experience, he specializes in transforming complex market data into actionable strategies, supported by fundamental analysis.His approach combines analytical precision, timing awareness, and the discipline needed to capture opportunities as catalysts unfold.
Brad Randall
Portfolio Management
Brad oversees portfolio construction and risk management across all strategies.His background in global macro and equity markets brings structure and consistency to the firm’s investment process.Through balanced judgment and investor alignment, he ensures that every position reflects Johnson | Randall’s principles of clarity, precision, and conviction.
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Invest With Us
Let’s discuss your investment goals and how we can help you achieve them.
Institutional investment management guided by catalysts, fundamentals, and discipline.
SALT LAKE CITY, UTAH | SAN JOSE, PUERTO RICO