A Catalyst Driven Hedge Fund with Income-First Risk Structuring

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Our Process

Catalyst Identified

We focus on time-bound events that force markets to reprice risk.

Systematic Scoring

Each catalyst is evaluated for probability, timing, impact, and downside.

Income-First Position

We sell option contracts to generate immediate income and define risk upfront.

Structured Outcomes

Positions are built to profit if prices rise, generate income if flat, and acquire at a discount if lower.

Defined Exit

Exposure, time horizon, and exit conditions are predetermined.

The Framework

What We Trade

Catalysts determine opportunity.Events, not narratives, drive selection.

How We Structure Risk

Options determine structure.Income is generated first. Risk is defined upfront.

Why It Matters

Positions are built to function across market conditions.Process replaces prediction.

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.

20+

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.

Learn More

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

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

Hedge Fund Manager

Chief Investment Officer

Jared Johnson is co-founder of Johnson Randall. He runs the Catalyst+ Fund an event driven strategy that focus on market events that force stocks to move: such as corporate actions, regulatory decisions, or major company changes. Instead of trying to predict the market, Jared structures trades using options to generate income upfront and control risk. His approach is built around getting paid while waiting, acquiring shares at discounted prices, and creating multiple ways for a trade to work. He also hosts a podcast interviewing macro and market experts and shares insights on markets, options, and risk management.

Brad Randall

Hedge Fund Manager

Chief Executive Officer

Brad Randall, JD is the CEO and co-founder of Johnson Randall. With a background as a securities attorney, Brad oversees the firm’s legal framework, compliance, operations, and overall company growth. His deep experience in securities law plays a key role in the firm’s Catalyst+ strategy, where he helps identify and analyze regulatory filings, corporate disclosures, and legal developments that can trigger market moving events. Brad’s expertise in navigating complex filings and regulatory structures is integral to uncovering the catalysts that drive the fund’s investment opportunities.