Investment Objective
To achieve consistent absolute returns while emphasizing the preservation of capital through investments in issuers engaged in, or subject to, announced or anticipated extraordinary corporate transactions, which may include mergers and acquisitions, leveraged buyouts, tender offers, hostile takeover bids, sale processes, exchange offers, and recapitalizations.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.3 | 0.2 | 0.9 | 0.9 | 0.1 | 0.5 | 0.0 | 0.6 | 0.5 | 0.8 | 1.0 | 0.6 | 0.4 | |
| 2020 | 0.4 | 0.8 | 0.4 | 0.8 | 0.3 | 0.8 | 0.4 | 0.8 | 0.2 | 0.7 | 0.1 | 0.1 | 0.3 |
