Our Funds

We manage several distinctive funds geared toward a wide range of investing goals.

Our partnership funds include:

  • Merger/Arbitrage Funds

    With a nearly 20 year record, we offer steady non-market correlated returns by investing in publicly-traded announced merger and acquisition transactions.

  • Value Funds

    Across diversified sectors, we identify companies with underlying business characteristics that make for attractive value investments, such as stable, predictable revenue streams, undervalued free cash flows, and accruing per share values.

  • Private Equity Funds

    We opportunistically structure private investments offered exclusively to our clients.

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For Current & Prospective Clients

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