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First Trust Merger Arbitrage Fund Class I (VARBX)
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Vivaldi Merger Arbitrage I
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- Overview
- Profile
- Historical Data
- Holdings
VARBX Overview
On this page you'll find an in-depth profile of First Trust Merger Arbitrage Fund Class I. Learn about the key management, total assets, investment strategy and contact information of VARBX among other information.
Investment Strategy
The investment seeks returns that are largely uncorrelated with the returns of the general stock market, and capital appreciation. Under normal market conditions, the fund's adviser intends to invest in equity securities (publicly-traded common stock and preferred stock) and derivatives thereof of companies that are involved in a significant corporate event, such as a merger or acquisition. Investments in companies undergoing a merger or acquisition have both risk and return characteristics that are different from the risks of investing in the general stock market. It may invest in equity securities of any market capitalization.
Contact Information
Address
120 E. Liberty Drive, Suite 400
Wheaton,IL 60187
United States
Wheaton,IL 60187
United States
Phone
+1 8006211675
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel Lancz | Portfolio Manager | 2015 | Now |
| Biography | Mr. Lancz has served as Portfolio Manager for Vivaldi Asset Management since November 2014. Prior to joining Vivaldi, Mr. Lancz was the Chief Compliance Officer, Director of Research and Member of the General Partner of Glenfinnen Capital LLC since 2003. Mr. Lancz was also the Director of Research at Augusta Capital Management L.P. from 2000 until 2003. Mr. Lancz received a Bachelor of Science degree from Miami University. | ||
| Jeff O’Brien | Portfolio Manager | 2015 | 2023 |
| Biography | Jeff O’Brien joined Vivaldi in 2014. Prior to joining Vivaldi, Mr. O’Brien was the Founder and Managing Member of Glenfinnen Capital, LLC (“Glenfinnen”) which served as the investment advisor for two merger arbitrage hedge funds. Prior to founding Glenfinnen in April 2000, Mr. O’Brien served as a portfolio manager and research analyst on the risk arbitrage desk at First Capital Alliance for five years and before that as a credit analyst at NationsBank. Mr. O’Brien earned a Bachelor of Science in Finance from Indiana University. | ||
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