MERIX – Fund Analysis – The Merger Fund I | Morningstar

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Will MERIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MERIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MERIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MERIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A disciplined approach run by seasoned event-driven investors.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Two industry veterans lead The Merger Fund’s steadfast approach to merger-arbitrage investing.

by Adam Millson

Rated on May 1, 2024 Published on May 1, 2024

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