Investment Objective
The Investment Manager will seek to identify companies that have or are expected to undergo a corporate event such as a change to their corporate structure and will seek to profit from pricing dislocations brought about by such corporate events. The Investment Manager will undertake a fundamental analysis of companies and such analysis will include; daily screening of information in the public domain to include, but not exclusively, publications and research reports of financial analysts and trade specialists, meetings with company management, legal advice and analysis of the shareholder structure of a particular company.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.5 | 0.9 | 0.7 | 0.8 | 0.8 | 0.7 | 0.7 | 0.5 | 0.1 | 0.2 | 0.3 | 0.5 | 0.3 | |
| 2021 | 0.5 | 0.5 | 0.5 | 0.8 | 0.0 | 0.1 | 0.7 | 1.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.5 |
