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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Feb 4, 2024 | TPG Angelo Gordon | - | - | AMGN, ATVI, AVGO, BLK, HZNP, ICE, MSFT, PFE, SGEN, VMW | Clos, CMBS, credit, high yield, interest rates, Leveraged Loans, private credit, real estate | Default rates for leveraged loans increased to 3.15% in the U.S. as of Q4, with J.P. Morgan forecasting a rise to 3.25% in 2024. High yield default activity totaled $83.7 billion in 2023, a 75% increase from 2022. Interest coverage ratios for borrowers continue to reflect the impact of rising interest rates and are expected to continue eroding. | View | |
| 2023 Q3 | Oct 7, 2023 | VH Standard Asset Management | 4.0% | - | AAPL, ATVI, AVGO, HZNP, SGEN, VMW | Completion Risk, M&A, Merger Arbitrage, Regulatory, Risk Arbitrage, Spreads | The fund is actively invested in several biotech merger arbitrage opportunities including SGEN, HZNP, and ICPT transactions. The manager notes continued progress in these deals and sees them as part of the attractive M&A universe. | View | |
| 2022 Q3 | Oct 28, 2022 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | ALB, AVTR, BKR, ENPH, FLT, LPLA, SGEN, TRU, WCN, WOLF | - | View | ||
| 2023 Q4 | Jan 23, 2024 | VH Standard Asset Management | - | - | AMED, AYX, CERE, CHS, CPRI, HES, IMGN, KRTX, MDWT, OLK, PATI, PCTI, PFIN, RYZB, SGEN, SOVO, SPLK | Absolute Returns, Deal Completion, diversification, M&A, Merger Arbitrage, risk management | The fund completed 44 deals since inception with merger arbitrage strategy focused on M&A transactions. Notable position in Seagen closed yielding positive contribution. Strategy involves investing in securities of companies involved in mergers, acquisitions, tender offers, and asset sales. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||