Overview

Case Equity was a global event-driven investment firm with the goal of providing investors with superior risk-adjusted returns over the long-term. Case Equity's Opportunities Fund invested across merger arbitrage and special situation equities. The allocation between the sub-strategies varied according to the evolving market and corporate environment, capitalising on both soft and hard catalyst opportunity sets. The investment team employed a fundamental research-driven investment approach, focusing on activist-driven and otherwise complex situations with attractive risk-reward propositions. 9-12% annualized net returns, at 4-6% annualized volatility (<30% beta to market) Case Equity credentials Baxalta (Shire) | EMC (Dell/Silverlake) | SAB Miller (AB InBev) | Medivation (Pfizer) | LinkedIn (Microsoft) | St Jude Medical (Abbott) | WhiteWave Foods (Danone) | Syngenta (ChemChina) | Actelion (Johnson & Johnson) | PrivateBancorp (CIBC) | Reynolds American (BAT) | Level 3 (CenturyLink) | Stada (Bain/Cinven) | CR Bard (Becton Dickinson) | Innogy (E.ON) | Monsanto (Bayer) | Shire (Takeda) | Time Warner (AT&T) | XL Group (AXA) | Sky (Comcast) | Express Scripts (Cigna) | Aetna (CVS) | NEX Group (CME) Bloomberg: CASEOPP