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 watch
  • Discussion of continued momentum in deal flow and M&A outlook
  • Top holdings and attribution

View Commentary Here

 

 

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