Investment Objective
The fund seeks to provide a market neutral, style factor minimized approach to event-driven investing with the goal of generating alpha driven absolute returns uncorrelated to broader markets. The fund dynamically allocates capital to three primary sub-strategies based on risk/reward: Risk Arbitrage ("Risk Arb"), Market Neutral Catalyst ("MN Catalyst"), Equity Capital Markets ("ECM")
Reference Index
S&P 500
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.4 | 0.9 | 0.7 | 0.8 | 1.0 | 0.2 | 1.0 | 0.0 | 0.1 | 0.1 | 0.6 | 0.7 | 0.1 | |
| 2021 | 0.4 | 0.0 | 0.5 | 0.8 | 0.4 | 0.4 | 0.6 | 0.8 | 0.1 | 0.2 | 0.6 | 0.2 | 0.7 |
