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