Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks capital appreciation by investing in companies involved in or affected by corporate events and special situations globally. It invests primarily in equity and equity-related securities of companies experiencing mergers, acquisitions, restructurings, spin-offs, bankruptcies, and other corporate events worldwide across developed and emerging markets. The strategy employs rigorous analysis of event-specific risk-reward profiles and transaction probabilities to construct portfolios of event-driven opportunities. Through global event-driven equity investment focusing on corporate actions, the fund provides exposure to merger arbitrage and special situations, appropriate for sophisticated investors seeking absolute returns from corporate events with understanding of transaction risks and lower correlation to broad equity markets. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +5.36% | +5.36% |
| 3-Year Return | +18.16% | +5.78% |
| 5-Year Return | +18.35% | +3.43% |
| 10-Year Return | +52.82% | +4.33% |
| All Time Return | +54.24% | +3.99% |
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