Event Driven Fund
We deploy a catalyst-driven, research-intensive approach to capitalize on corporate actions, M&A, restructurings, and other special situations. Our process is designed to deliver uncorrelated, risk-adjusted returns for institutional partners.
What We Believe
We believe in disciplined, research-driven investing focused on event catalysts.
Our edge comes from deep fundamental analysis, scenario modeling, and active risk management.
We seek to deliver idiosyncratic alpha, uncorrelated to traditional markets.
Event Driven Strategies
Merger Arbitrage
Exploiting price inefficiencies in announced M&A transactions through rigorous risk arbitrage and scenario analysis.
Catalyst-Driven Equities
Positioning around earnings surprises, regulatory changes, activist campaigns, and other event-specific catalysts.
Our Team
Jamie Lee
Managing Partner
Founder, event-driven specialist, previously at Columbia University.
Alex Morgan
Chief Investment Officer
6 years experience at leading quantitative hedge funds.
Careers
We're always looking for bold thinkers. See open roles or reach out to join our mission.
- Quantitative Analyst
- Portfolio Manager
- Operations Associate