MontLake Burren Global Arbitrage UCITS Fund


Fund Strategy Event Driven
Fund Geography Global
Investment Advisor Burren Capital Advisors
Fund Currency USD
Fund AUM $18m
Fund AUM (GBP) £13m
Fund AUM as of 31 July 2019
Max Gearing / Exposure VaR of the Sub-Fund's portfolio may not exceed 20% of the Net Asset Value
Fund Inception 22 June 2015
Fund Indices AH Event Driven UCITS Index
Sub Index - Merger Arbitrage

Fund Objective

The investment objective of the Fund is to aim to achieve a consistent and positive return on investments in the medium term. It is focused on global equity, hard catalyst event driven and special situation opportunities with cheap embedded optionality. The investment style of the Fund is opportunistic and exploits pockets of market inefficiencies. It does not rely on one particular part of an economic cycle, but instead four specific investment strategies; pure arbitrage, tender arbitrage, relative value and merger arbitrage, which complement each other in order to provide an overall low volatility risk adjusted return.


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