Montlake Burren Global Arbitrage UCITS Fund

Overview

Fund Strategy Event Driven
Fund Geography Global
Investment Advisor ML Capital Asset Management Ltd.
Fund Currency EUR
Fund AUM €24.4m
Fund AUM (GBP) £21m
Fund AUM as of 18 May 2018
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 Event

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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