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The Merger Fund® Class A (MERFX)
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21/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 424.03M
Merger Investor
17.51
+0.06
+0.34%
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MERFX Overview
On this page you'll find an in-depth profile of The Merger Fund® Class A. Learn about the key management, total assets, investment strategy and contact information of MERFX among other information.
Investment Strategy
The investment seeks capital growth by engaging in merger arbitrage. Under normal market conditions, the fund invests at least 80% of its total assets principally in the common stock, preferred stock and, occasionally, warrants of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions.
Contact Information
Address
Greenfield, MA, 01301
Greenfield,MA 01301
United States
Greenfield,MA 01301
United States
Phone
+1 8002431574
Web
www.virtus.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Roy D. Behren | Co-President | 2007 | Now |
| Biography | Mr. Roy Behren serves as Managing Partner, Member of Investment Committee, Managing Member and Portfolio Manager at Westchester Capital Funds. He was also their Chief Compliance Officer from September 2002 through June 2010. After earning a B.S. in Economics at The Wharton School, he received a J.D. degree from the University of Miami Law School and an LL.M. degree in corporate law from the New York University School of Law. In 1987, he joined the U.S. Securities and Exchange Commission's New York Regional Office, where he worked as an enforcement attorney for seven years prior to starting his investment career at WCM. From 2004 through 2006, Roy served as a member of Redback Networks' Board of Directors and its Audit Committee. | ||
| Michael T. Shannon | Co-President | 2007 | Now |
| Biography | Mr. Shannon has served as Co-President of the Adviser since 2011 and also serves as Co-President and a Trustee of each Fund. Mr. Shannon served as Westchester’s Director of Research from May 1996 until April 2005. From April 2005 to April 2006, Mr. Shannon was Senior Vice President in charge of the Special Situations and Mergers Group of D.E. Shaw & Co. Mr. Shannon returned to Westchester in May 2006 as a research analyst and portfolio strategist and has served as a portfolio manager for The Merger Fund since January 2007, for WCM Alternatives: Event-Driven Fund since it commenced investment operations in January 2014, and for WCM Alternatives: Credit Event Fund since it commenced investment operations in January 2018. He received a B.S. in Finance from Boston Colleg. | ||
| Frederick W. Green | President | 1989 | 2011 |
| Biography | Frederick W. Green has over 35 years’ experience in the investment business. After five years with Kidder, Peabody & Co. as a portfolio strategist in the firm’s research department, Fred joined Goldman, Sachs & Co., where he was Senior Portfolio Strategist and a member of the Investment Policy Committee. In 1980 he left Goldman and formed Westchester Capital Management, Inc. (“WCM”), a registered investment adviser. In 1989 WCM launched The Merger Fund, the first mutual fund devoted exclusively to investing in companies involved in publicly announced mergers, takeovers and other corporate reorganizations. Fred was President and co-portfolio manager of The Merger Fund® and was co-portfolio manager for the Dunham Monthly Distribution Fund. He was also President and co-portfolio manager of The Merger Fund VL. He was also President of Green & Smith Investment Management LLC. A graduate of Princeton University, Fred is a member of the New York Society of Security Analysts and the CFA Institute. | ||
| Bonnie L. Smith | Vice President | 1989 | 2007 |
| Biography | Smith was Vice President at Westchester Capital Management from March 1986 to December 2010, specializing in merger arbitrage. She was also a partner at Green & Smith Investment Management LLC. | ||
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