Trium Khartes

A Global Event Driven Strategy focused on Merger Arbitrage and Equity Events, primarily in Small & Mid-Cap, international and complex situations.

Cayman Hedge Fund

Felix Lo

CONTACT US
SUMMARY
TEAM
LITERATURE

SUMMARY

Overview

Trium Khartes is a Global Event Driven Strategy focused on Merger Arbitrage with tactical exposure to Special Situations. It primarily invests in Small & Mid-Cap deals with a focus on identifying deals in less-crowded international jurisdictions and complex situations with attractive risk-reward characteristics. The strategy aims to deliver uncorrelated returns by trading equity deal risk and hard catalyst corporate events globally. The portfolio is generally divided between a ‘clean’ deal portfolio that generates a baseline level of returns across the cycle and a ‘complex’ deal portfolio where we conduct in-depth research in merger or other hard catalyst situations.

Investment Objective

The Strategy targets positive returns throughout the cycle with low correlation to equity markets.

Team

Felix Lo

Felix Lo

Portfolio Manager

Felix Lo

Felix Lo

Portfolio Manager
Felix has gained over 16 years’ experience as an event-driven Portfolio Manager. Felix previously spent 10 years at Sandell Asset Management where he was responsible for the firm’s global merger arbitrage and equity event driven portfolios and managing approximately USD 800m of AUM. He also spent 2 years at LMR Partners, where he managed the firm’s Global Merger Arbitrage and Event portfolio. Prior to joining the buy-side, Felix was a restructuring and M&A Analyst for Evercore Partners in New York. Felix graduated with a Bachelor of Science in Economics and a Bachelor of Science in Engineering, Magna Cum Laude, from the Wharton School & School of Engineering and Applied Science, University of Pennsylvania.
Trium Khartes
Trium Khartes

Latest Insights

LITERATURE

TitleLinkhf:tax:document_type
Trium Khartes Fund | SFDR Article 6 Disclosure
Download
sfdr-disclosure

NEWS

CONTACT

INVESTOR PORTAL

Contact us

Please contact us to hear more about our solutions for investors and managers, as well as if you have any other enquiries.