SPAC and Merger Arbitrage Explained
Alternative Model Portfolio
A diversified portfolio of alternative investment strategies from six alternative asset classes

Arbitrage
Seeks to generate consistent returns through merger arbitrage and SPAC arbitrage strategies
Long-Short Equity
Seeks to generate uncorrelated returns through a multi-factor long-short equity strategy
Mortgages
Seeks to generate yield through investment-grade mortgage-backed pass-through securities issued and / or guaranteed by U.S. government agencies
Leveraged Loans
Seeks to generate yield through first line senior-secured floating-rate bank loans
Real Estate
Seeks to generate yield and capital appreciation through liquid global real estate assets
Infrastructure
Seeks to generate yield and capital appreciation through liquid infrastructure assets including communications, energy, government outsourcing / social, transportation and utilities
Gold
Seeks to protect against inflation through an allocation to physical gold
Bitcoin
Seeks to protect against inflation through an allocation to bitcoin
Risk Parity
Seeks to generate aggressive capital appreciation through risk allocation and volatility targeting
Alpha + Beta
Seeks to outperform the benchmark index through an enhanced equity benchmark alternative strategy
Absolute Return
Seeks to generate positive investment returns irrespective of market direction through allocations to arbitrage and long-short equity
Private Credit
Seeks to generate yield through allocations to mortgages and leveraged loans
Real Assets
Seeks to generate yield and capital appreciation through physical assets such as real estate and infrastructure
Alternative Currencies
Seeks to protect against inflation through allocations to precious metals and digital currencies
Global Macro
Seeks to generate aggressive capital appreciation through systematic macro strategies within strict risk parameters
Alternative Equity
Seeks to outperform the benchmark index through allocations to alpha + beta strategies
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Team

Julian Klymochko

Michael Kesslering

Derek Euale

Michael Lee Hing

Frederick Mannix

Charles Sam, PhD

Earl Webb

Greg McRae

Julian Klymochko

Michael Kesslering

Derek Euale

Frederick Mannix

Charles Sam, PhD

Julian Klymochko

Jai Hawker

Tom J. Simons

P.L. (Lonny) Tetley

Jim Beqaj

Tyler Stuart
Strategic Partners



Team

Julian Klymochko

Michael Kesslering

Derek Euale

Frederick Mannix

Charles Sam, PhD
Strategic Partners


