Merger Arbitrage

The objective of the merger arbitrage strategy is to provide returns with low volatility and low correlation to the equity markets.

• Participate in announced deals
• Continuous analysis of profit potential and risk parameters of each investment
• Holds a diversified portfolio of both U.S. and international transactions
• Employs limited use of leverage
• Strategic use of options and hedges to offset specific deal risk
• The beta and R-Square exhibit low correlation to market movements
• High alpha and Sharpe ratio demonstrates our ability to deliver high risk-adjusted returns
• Merger Arbitrage portfolio is managed by Christopher Pultz

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