Currently, their top five holdings include FENG, LMOS, FRGI, HII, and SXC. CSD”s other holdings are worth analyzing in detail. Several notable holdings – including STRZA and AMCX – are potential takeover candidates and could be considered as part of a basket of “pre-arbitrage” opportunities.
Merger Arbitrage
Speaking of arbitrage, neither Greenblatt nor I are particularly enamored by merger arbitrage generally, but every once in a while there are good opportunities within that strategy. It tends to have steady returns. While one might do much better than this based on allocations to certain deal opportunities, this strategy will still have generated a positive return this year. An easy way to passively allocate to merger arbitrage is to buy the IndexIQ Merger Arbitrage ETF (MNA):
Currently, their top five holdings include FENG, LMOS, FRGI, HII, and SXC. CSD”s other holdings are worth analyzing in detail. Several notable holdings – including STRZA and AMCX – are potential takeover candidates and could be considered as part of a basket of “pre-arbitrage” opportunities.
Merger Arbitrage
Speaking of arbitrage, neither Greenblatt nor I are particularly enamored by merger arbitrage generally, but every once in a while there are good opportunities within that strategy. It tends to have steady returns. While one might do much better than this based on allocations to certain deal opportunities, this strategy will still have generated a positive return this year. An easy way to passively allocate to merger arbitrage is to buy the IndexIQ Merger Arbitrage ETF (MNA):