Bantleon Event Driven Equities

Investment Objective

The fund invests primarily in equities that find themselves in company-specific, event-driven special situations. Among others, such situations include mergers and acquisitions, spinoffs, restructurings, domination and profit transfer agreements or shareholder activism.

Latest Meeting Note

Meeting 15 Sep 2020

Bantleon Event Driven Equities invests in a broad range of company-specific situations ranging from hard catalyst, post-event situations such as merger arb and squeeze-outs to softer-catalyst pre-event opportunities such as spin-offs and... Read more

Bantleon Event Driven Equities invests in a broad range of company-specific situations ranging from hard catalyst, post-event situations such as merger arb and squeeze-outs to softer-catalyst pre-event opportunities such as spin-offs and shareholder activism (a core expertise, particularly across European mid-caps), as well as relative value trades that arise from temporary market inefficiencies.The fund’s allocation process is dynamic in nature to reflect the prevailing opportunity set in each phase of the economic cycle. These allocations take place within pre-defined ranges, where the largest bulk of risk is allocated towards merger arb positions (40-60% of total). The remainder of the portfolio includes Relative Value trades (20-30%) and Special Situations (20-30%). The fund invests in equity and equity-related securities (no credit) globally, with a focus on Europe and North America.The portfolio is run by Oliver Scharping (ex. Sterling Strategic Value, Altana Wealth), who joined Bantleon in 2018.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.2 0.5 0.6 0.4 0.8 0.5 0.4 0.7 0.0 0.3 0.7 0.5 0.9
2018 0.2 0.8 0.1 0.9 0.4 1.0 0.2 0.7 1.0 0.4 0.2 0.7 0.3

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.