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Episode 17: Merger Arbitrage Strategy Update episode artwork

Feb 2, 2022 9 min

Episode 17: Merger Arbitrage Strategy Update

from The ArbCast Hosted by Water Island Capital

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarantee of future results. The Arbitrage Funds are distributed by ALPS Distributors Inc., which is not affiliated with the advisor or any of its affiliates. An investor should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing. The current prospectus contains this and other information about the funds. To obtain a prospectus, please visit https://arbitragefunds.com/resources or call (800) 295-4485. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal.

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In this episode, Portfolio Manager Matt Osowiecki provides a brief recount of 2021, a year marked by highs and lows for the merger arbitrage strategy. He also discusses opportunities he’ll be watching for in 2022.

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Episode 17: Merger Arbitrage Strategy Update

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