Investment Strategy

Corporate events can take many forms. Broadly, York specializes in merger and acquisition transactions, distressed and restructuring opportunities and special situations equity investing in a variety of events including corporate spin-offs and split-ups, shareholder agitation and proxy contests, balance sheet arbitrage and consolidation opportunities.

The common element of all of these strategies is an underlying event significant enough to create trading imbalances or fundamental uncertainty in the securities in question. York’s approach to event-driven investing is opportunistic, building portfolios bottom-up, trade-by-trade in response to market conditions. This flexibility results in an all-season approach to investing, where the strategy relies not on the cycle in any particular sector but rather on the ever-present existence of corporate change.