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