Performance

Historical Track Record

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Competitor Comparison

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The above graph compares our returns to an average of the 7 leading mutual fund/ETF  competitors.

Comparison to Investment Grade Bonds

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Many of our investors utilize Merger-Arbitrage to diversify the fixed-income allocation of their overall diversified portfolio.  This graph compares the performance between a widely-held intermediate duration bond fund (VBILX) and our strategy. 

FAQ

Frequently

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Questions

PERFORMANCE

Find out more about Merger Arbitrage performance

COMMENTARY

Read our monthly Merger Arbitrage commentary

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