Franklin K2 Bardin Hill Opportunities Strategy

Investment Objective

Bardin Hill invests in catalyst event-driven opportunities focusing primarily on merger arbitrage. The manager also invests in special situations related to corporate events such as spin offs, asset sales, and significant buybacks. The manager seeks to generate consistent returns with low volatility and low correlation to the equity markets.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.9 0.3 0.1 0.9 0.3 0.1 0.1 0.8 0.0 0.0 0.3 0.3 0.1
2017 0.7 0.3 0.8 0.3 0.9 0.8 0.3 0.8 0.0 0.2 0.1 0.8 0.3

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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.