Market Outlook First Quarter 2021

We want to share with you our Research Team’s market analysis of the first quarter of 2021, which was provided to our advisor clients. We think you might find it of interest.   Market Perspective As we eclipse the one-year anniversary of the “work from home” mandate, it is important…

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Portfolio Manager Commentary: Vivaldi Merger Arbitrage | VARBX | Jan 21

Please see below for the Vivaldi Merger Arbitrage portfolio manager commentary for January 2021.   Topics Reviewed Include:  Analysis of the record breaking SPAC market and our approach to identify potentially favorable risk/reward opportunities within the space Why the SPAC opportunity could have long-term staying power and potential risks to…

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Market Outlook Fourth Quarter 2020

We want to share with you our Research Team’s market analysis of the fourth quarter of 2020, which was provided to our advisory clients. We think you might find it of interest.   Market Perspective First and foremost, the Vivaldi team hopes that this correspondence finds you and your loved…

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Portfolio Manager Insights – Q4 2020 Summary

In our Q4 2020 Vivaldi Merger Arbitrage (VARBX) call, Vivaldi covered portfolio implementation problems advisors may face in 2021, recent performance, and provided a 2021 M&A outlook.   In addition, an overview of the current SPAC market was discussed including: What is a SPAC and how does SPAC investing compliment…

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Portfolio Manager Insights – Q3 2020 Summary

In our Q3 2020 call, Vivaldi Merger Arbitrage portfolio manager Dan Lancz covered recent performance, the current M&A environment and sectors that could lead the next M&A wave.   In addition, the SPAC structure was discussed including: What is a SPAC and how have they disrupted the traditional IPO market?…

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Market Outlook Third Quarter 2020

We want to share with you our Research Team’s market analysis of the third quarter of 2020, which was provided to our advisory clients. We think you might find it of interest.   Market Perspective For regular patrons of our quarterly update, you will notice that we are sending this…

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Get the Facts on Interval Funds

The search for yield from conventional sources of income for investors is increasingly difficult for the 60/40 investor. Whether due to zero interest rate monetary policy or shrinking corporate yields more high net-worth investors are turning to alternative credit investments, including private loans, complex or illiquid credit and distressed credit…

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Market Outlook Second Quarter 2020

We wanted to share with you our Research Team’s market analysis of the second quarter of 2020, which was provided to our wealth management clients. We think you might find it of interest.   Market Perspective As we continue to navigate this global health crisis as a firm and team,…

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Market Outlook First Quarter 2020

We wanted to share with you our Research Team’s market analysis of the first quarter of 2020 which was provided to our wealth management clients as we thought you might find it interesting.   Market Perspective We would be remiss not to begin our usual quarterly correspondence by communicating the…

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