Looking to generate low risk income?

Consider the Merger-Arbitrage strategy

from Constantia Capital.

Our expected annualized return is 4% above short term interest rates (which, as of 1Q 2021, remain near zero) after a flat fee of only 70 basis points by investing in this conservatively managed, post-announcement (no speculation), liquid alternative strategy. This is the same time-tested strategy employed by hedge funds, now available at a fraction of their fees and with no lockups. Simply open your own SIPC-insured account at your favorite discount broker ($110,000 minimum), assign trading authority to Constantia Capital, and get the benefit of your broker's low rates and our portfolio management expertise. Click here to request a detailed presentation.

Now is the time to diversify a portion of your fixed-income portfolio away from intermediate and long-term bond funds which are very susceptible to rising interest rates, and shorter term money market funds which earn negligible returns.

The Constantia Capital "Merger-Arb" strategy is a short duration, low volatility strategy that is designed as an high yielding alternative to cash in the bank or short-term debt. Volatility is similar to that of a U.S. Government 10-year Treasury Note.

This strategy invests in definitively announced mergers. We follow a highly disciplined process, and do not invest in speculative situations.


Since its inception in November 2011, Merger-Arbitrage has earned 5.1% annualized (net of fees) with a 0.86 Sharpe Ratio.  See More Details About Merger-Arbitrage Performance

Risk Controls

  • Investments in any corporation may not exceed 5%, at cost on the purchase date, of the outstanding shares of that corporation.

  • Leverage may be used (for traditional accounts) but will not exceed 2.0.

¹ Discounted fees are available to accounts over $25 million.
² Performance Fee is charged on excess over benchmark, with high-water marks, and available only to qualified clients as defined by Rule 205-3 of the Investment Advisers Act of 1940 (17 CFR 275.205-3).






Find out more about Merger Arbitrage performance


The advantages to investing with the Merger Arbitrage strategy


Open your

account today!

Constantia Logo-white-04.png

Constantia Capital, LLC

17 Hendrickson Rd, Suite 100
Lawrenceville, NJ 08648



  • LinkedIn Social Icon

Content © 2013-2021 Constantia Capital, LLC.  All rights reserved.  Registered in New Jersey, New York, and Pennsylvania.
Past performance is not a guarantee of future results.  Strategies involve risk of loss of principal.