Bantleon Event Driven Equities

Investment Objective

Bantleon Event Driven Equities focuses on traditional risk arbitrage and other corporate event driven opportunities, mainly in Europe and in North America. The team applies a fundamental approach seeking to identify companies where a defined corporate catalyst or event can unlock value. The portfolio is typically split across three sub-strategies: risk arbitrage (40-80% of NAV, mainly merger arbitrage and SPAC arbitrage), relative value (10-30% of NAV, mainly holding discounts, share class arbitrage) and special situations (10-30% of NAV). The fund’s allocation process is dynamic to reflect the prevailing opportunity set in each phase of the economic cycle. The portfolio is typically made up of 60-80 situations, with a bias towards Europe.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.8 0.6 0.3 1.0 1.0 0.7 0.5 0.1 0.9 0.2 0.1 0.7 0.4
2019 0.3 0.7 0.7 0.5 0.5 0.7 0.0 0.6 0.0 0.7 0.9 0.8 0.2

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.