Performance

Historical Track Record

Nov 2022 - 12 Strat Only.png

Competitor Comparison

MergerArb_vs_FundAvg_Nov22.png

The above graph compares our returns to an average of the 8 leading mutual fund/ETF  competitors.

Comparison to Investment Grade Bonds

MergerArb_vs_BloombergAgg_Nov22.png

Many of our investors utilize Merger-Arbitrage to diversify the fixed-income allocation of their overall diversified portfolio.  This graph compares the performance between our strategy and the most widely used benchmark for US bonds. 

FAQ

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PERFORMANCE

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COMMENTARY

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