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Constantia Capital, LLC

17 Hendrickson Rd, Suite 100
Lawrenceville, NJ 08648

+1-609-512-1812

+1-609-947-3352

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Content © 2013-2020 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.

Looking to generate income?

Consider the Merger-Arbitrage strategy

from Constantia Capital.

Our expected return is 6% annualized, 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. The goal of this strategy is to return 4% above short-term US interest rates (or 6% as of 3rd qtr. 2019), with volatility 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.

Performance

Since it's inception in November 2011, Merger-Arbitrage has earned 5.7% annualized (net of fees) with a 1.37 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).

FAQ

Frequently

Asked

Questions

PERFORMANCE

Find out more about Merger Arbitrage performance

ADVANTAGE

The advantages to investing with the Merger Arbitrage strategy

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