MontLake Burren Global Arbitrage UCITS

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.3 0.9 0.4 0.1 0.8 0.7 0.3 0.6 0.3 0.4 0.7 0.1 0.4
2019 0.4 0.1 1.0 0.9 0.5 0.9 0.0 0.7 0.8 0.9 0.3 0.7 0.7

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