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?
  • The opportunity set for arbitrage funds and how VARBX provides exposure to the space
  • How adding SPACs is a natural extension of our strategy and how they offer an asymmetric return profile with a quantifiable downside

 

For more details:

DOWNLOAD THE CALL SUMMARY

 

Have additional questions on SPAC arbitrage or the role merger arbitrage could play in a portfolio?

Contact Vivaldi Asset Management.

 

 

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