Investment Overview
Strategy Description
The AXS Merger Fund seeks to achieve positive risk-adjusted returns with less volatility than the equity markets by investing in securities of companies involved in publicly announced mergers.
Access to…
“Pure-play” merger arbitrage: Invests in a high-conviction portfolio of 25-50 publicly announced merger transactions —no rumors or speculative situations.
Portfolio diversifier: Seeks to offers equity exposure with low bond-like volatility and low correlation to major asset classes because deal completion, not market movements, drives fund returns.
Veteran manager: Kellner Capital is a pioneer with a 40-year proven track record managing merger arbitrage strategies and a specialty in minimizing deal risks.
