A highly decorrelated strategy, based on fundamental understanding of the companies involved and the merger/takeover agreement, with a limited set of risks and limited downside. It consists in the examination of merger and takeover deals after their public announcement.
FUNDS
MERGERS & ACQUISITIONS
ARISTEA SICAV M&A
The fund mainly invests in shares of companies that are subject to a merger & acquisition situation.
Such shares may rise when the market considers that the merger/acquisition is likely to be completed. The fund also invests in short- or long-term bonds issued by corporations. Most of the fund’s investments are made in European companies or in mergers & acquisitions with a European angle. The investment decisions are based on tested and systematic approach and through a deep analysis of the M&A/valuation with the aim to produce stable fixed income type of returns driven by M&A activity.
EQUITY
Aiming to achieve long-term capital appreciation by investing in Long Short and sector-based equity strategies
BONDS
Debt exposure on developed and emerging markets
MULTI-ASSET
Aiming to achieve an optimal balance of risk and return investing across multiple asset classes
LIQUIDITY MANAGEMENT
Aiming to achieve the best cash solutions using an advanced liquidity management approach
ALTERNATIVE ASSETS
Investment opportunities in the most illiquid assets
M&A
A defensive strategy which has the potential to reach satisfactory returns in every type of market