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RIDE THE M&A WAVE WITH MERGER ARBITRAGE

We believe Merger Arbitrage is an all-weather strategy that investors should own for the long run. It is a low volatility/ low beta strategy, focused on capital preservation. Its track record in bad times, when risk assets sold off, is outstanding. As a low beta strategy, investors should not expect it to capture large market swings. In that regard, returns in the past two years were quite illustrative. While the MSCI World is on track to deliver returns in excess of 20% this year, we estimate Merger Arbitrage strategies were up less than 3%. But the reverse is also true, hopefully. In 2018, Merger Arbitrage managed to deliver positive returns while the MSCI World was down almost 10%...
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