Style of Picks

Value strategy

Merger Arbitrage

Buy the target of an announced merger or scheme of arrangement and capture the spread between today's price and the deal price as the transaction closes.

Weeks to ~18 months, until the deal closes or breaksAdvanced

Classic “special situations” investing (Benjamin Graham); developed into a distinct Wall Street discipline as risk/merger arbitrage by pioneers like Guy Wyser-Pratte, and popularized for individual investors by Joel Greenblatt in You Can Be a Stock Market Genius