Investment Philosophy

The investment philosophy is based on 3 equity linked performance engines:

Yield Strategy

Risk Arbitrage has a low correlation to markets within a finite investable universe of publicly announced and agreed M&A deals.

Long Short Strategy

Special Situations based on hard or soft catalysts enables to extract performance from corporate activity.

Option Strategy

Leveraging the yield performance engine to hedge the Risk Arbitrage tail risk and to limit the potential downside of Special Situations.

Allowing us to achieve our objectives:

Low Correlation & Beta To Equity Markets

Reduced Volatility

Capital Preservation

Focus on Liquidity & Diversification