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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 8 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 our strategy and the most widely used benchmark for US bonds. 

FAQ

Frequently

Asked

Questions

PERFORMANCE

Find out more about Merger Arbitrage performance

COMMENTARY

Read our monthly Merger Arbitrage commentary

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