Arbitrage

Investment Strategy > Arbitrage
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
No
Active
Multi-Manager
01/15/2009
Mutual Fund
No
Active
Single Manager
09/18/2000
Mutual Fund
No
Active
Single Manager
06/30/1997
ETF
No
Replication
Single Manager
11/17/2009
Mutual Fund
No
Active
Single Manager
06/29/2012
Mutual Fund
No
Active
Single Manager
11/21/2003
Mutual Fund
No
Active
Single Manager
09/30/2013
Mutual Fund
Yes
Active
Single Manager
10/31/2013
Mutual Fund
No
Active
Single Manager
1/31/1989
Mutual Fund
Yes
Active
Single Manager
09/30/2013
Mutual Fund
Yes
Active
Single Manager
08/09/2011
Mutual Fund
No
Active
Single Manager
01/02/2014

News

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Steve Gerbel Explains How to Manage Merger Arbitrage Risk

Steve Gerbel Explains How to Manage Merger Arbitrage Risk

In this video, Steve Gerbel, portfolio manager of the SilverPepper Merger Arbitrage Fund, explains merger arbitrage risk by making an analogy to air travel.

SilverPepper Posts Pair of First-Place Finishes

SilverPepper Posts Pair of First-Place Finishes

Alternative mutual fund company SilverPepper prides itself on making hedge fund strategies available to “the rest of us.”

Provasi Adds Quaker Event Arbitrage Fund to Platform

Provasi Adds Quaker Event Arbitrage Fund to Platform

Provasi partners with Quaker Funds to make the Quaker Event Arbitrage Fund more widely available to financial advisors.

Research

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Exploring the Alternative Risk Return Frontier

Exploring the Alternative Risk-Return Frontier

A recent paper from Quaker Funds titled “Alternative Investments: History of Performance and Their Risk Return Frontier” presents the idea of a risk-return frontier for seven… [read more]

event driven strategies and rising interest rates

Event Driven Strategies and Rising Interest Rates

Quaker Funds, manager of the Quaker Event Arbitrage Fund, has published a whitepaper titled “The Event-Driven Asset Class in a Rising Rate Environment” written by Thomas… [read more]

litman gregory aqr diversified arbitrage

Litman Gregory Report on the AQR Diversified Arbitrage Fund

Litman Gregory, a financial advisory and research firm in Orinda, California, provides a detailed review of AQR’s Diversified Arbitrage Fund. In the due diligence report,… [read more]

Videos

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Steve Gerbel Explains How to Manage Merger Arbitrage Risk

Steve Gerbel Explains How to Manage Merger Arbitrage Risk

In this video, Steve Gerbel, portfolio manager of the SilverPepper Merger Arbitrage Fund, explains merger arbitrage risk by making an analogy to air travel.

Roy Behren and Michael Shannon of Westchester Capital Part 1

Video: Interview with Westchester Capital Management – Part 2

In this video, Roy Behren and Michael Shannon of Westchester Capital Management discuss the differences between merger-arbitrage and event-driven investment strategies.

Roy Behren and Michael Shannon of Westchester Capital Part 1

Video: Interview with Westchester Capital Management – Part 1

In this first of a three part series, DailyAlts publisher and editor Brian Haskin interviews Roy Behren and Michael Shannon of Westchester Capital Management.

Commentary

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IndexIQ: June 2013 Hedge Fund Replication Index Performance

IndexIQ announced the June 2013 performance for its range of hedge fund replication indexes. The firm, which recently passed the $1 billion mark in assets… [read more]