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.
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.