ARBCX

About ARBCX

The Arbitrage Fund Class C is an open-end mutual fund specializing in merger arbitrage, an investment strategy that seeks to generate capital growth by exploiting price discrepancies in publicly announced mergers and acquisitions. This fund primarily invests in equity securities—both common and preferred stocks—of U.S. and international companies that are targets of corporate events such as mergers, takeovers, tender offers, leveraged buyouts, spin-offs, and liquidations. The fund’s objective is to capture the spread between the current market price of a target company and the price offered by an acquirer, aiming to deliver consistent absolute returns with reduced volatility and limited correlation to broader markets. The investment adviser employs a range of techniques, including short selling and the use of options, to minimize market exposure and preserve capital during periods of market stress. The Arbitrage Fund Class C is notable for its role as a specialized event-driven fund, providing investors with access to strategies designed to be less sensitive to general market movements and more focused on corporate transactional activity.