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 Fund’s investment objective is to achieve attractive risk-adjusted returns over time with relatively low drawdowns compared to and low correlations with the broader equity markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.4 | 0.6 | 0.7 | 0.1 | 0.5 | 0.6 | 0.7 | 0.4 | 0.8 | 0.2 | 0.0 | 0.3 | |
| 2023 | 0.7 | 0.9 | 0.1 | 0.4 | 0.8 | 0.3 | 0.3 | 0.3 | 0.6 | 0.6 | 0.1 | 0.3 | 0.1 |
