Lumyna - York Event Driven UCITS


Fund Strategy Event Driven
Fund Geography US
Investment Advisor York Capital Management
Portfolio Manager James Dinan, Daniel Schwartz
Fund Currency EUR
Fund AUM €54.8m
Fund AUM (GBP) £47m
Fund AUM as of 24 September 2019
Max Gearing / Exposure 200%
Fund Inception 01 June 2009
Fund Indices AH Event Driven UCITS Index
Sub Index - Event Driven

Fund Objective

The investment objective of the fund is to achieve consistent risk-adjusted investment results over time relatively independent of the returns generated by the overall equity markets. The Fund attempts to realize its objective by investing principally in securities subject to or potentially subject to meaningful corporate activity where the investment manager believes the market price does not adequately reflect the effect that such activity will have on the securities valuation. The Fund focuses primarily on four areas of investment opportunities: risk arbitrage, event equities, credit and value equities.

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Absolute Hedge Bronze Award Winner 2014 Event Driven