Lutetia Merger Arbitrage - AIF

Lutetia Merger Arbitrage - AIF - I USD - IE00BF18QH62

Presentation

NAV : 109.81 $ on 2018-11-30

Net Assets Under Management ("AUM") : 50.27M$

Category : Merger Arbitrage

The AIF has been created less than a year ago, it is not possible to present the past performances.
Description

The Lutetia Merger Arbitrage Fund is a QIAIF registered in Ireland.

The fund seeks to deliver an absolute return uncorrelated from the markets over a recommended investment horizon of three years, by implementing a merger arbitrage strategy.

This fund is run pari passu with the historical merger arbitrage portfolio in UCITS, with an increased exposure of 300% (long) in an effort to deliver enhanced returns.

 

Strategy

The merger arbitrage strategy of the fund is to invest primarily in North American and European stocks subject to definitive takeover bids.

The investment process combines proprietary quantitative models and fundamental analyses, with a strong focus on risl allocation and liquidity analysis.

The portfolio is comprised of 30 to 50 arbitrage situations, primarily in medium-to-large cap securities.