3.26.24 Event-Driven Investing — What to Watch in 2024
Event-Driven strategies take long and short positions in equities, bonds, and their derivatives based on corporate events such as mergers and acquisitions (M&A), spin-offs, management restructuring, and special situations such as bankruptcies. Merger arbitrage is the most familiar example of Event-Driven investing, however, distressed and activism are also common investment strategies — albeit those that involve a longer investment time horizon and more active involvement on the part of an investment firm.
A straightforward merger arbitrage investment would involve buying a target company’s stock following t
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