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    We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage a suite of differentiated investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Articles

The Price of Public Credit Can Rise and Fall Dramatically. That’s a Good Thing.

As published in the Institutional Investor on November 22, 2024   |  Image: Freepik Warren Buffett said that he and the late Charlie Munger, “prefer a lumpy 15 percent to a smooth 12 percent return.” But not […]
Articles
Commentaries

Commentaries

Alternative Arbitrage Fund – October 2024

Highlights The Fund initiated positions in 10 new merger deals and 13 deals held within the Fund closed. Capital from closed deals was recycled into new and existing mergers trading at attractive spreads. The Fund holds diverse exposure across sectors, geographies and deal types with a healthy …

Podcasts

The Story of Wattpad

From the wild west of user generated content to a global entertainment company.
Podcasts