Investment Objective
The Fund seeks to provide investors with positive absolute returns and low volatility, regardless of market conditions, through a disciplined global event-driven investment strategy. The primary strategy is merger arbitrage, complemented selectively by special situations and credit opportunities.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.8 | 0.6 | 0.2 | 0.8 | 0.9 | 0.1 | 0.8 | 0.0 | 0.7 | 0.3 | 0.7 | 0.6 | 0.8 | |
| 2024 | 0.1 | 0.1 | 0.1 | 0.4 | 0.6 | 1.0 | 0.7 | 0.7 | 0.2 | 0.7 | 0.6 | 0.8 | 0.3 |