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

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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

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LITERATURE

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Annual Accounts 2018accounts-and-reports
Annual Accounts 2019accounts-and-reports
Annual Accounts 2020accounts-and-reports
Annual Accounts 2021accounts-and-reports
Annual Accounts 2022accounts-and-reports
Annual Accounts 2023accounts-and-reports
Trium Alternative Growth Fund | Factsheetfactsheet
Trium Alternative Growth Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium Alternative Growth Fund | Supplementsupplement
Trium Alternative Growth Fund | UK Tax Reportinguk-tax-report
Trium Avala Dynamic Equity Fund | Factsheetfactsheet
Trium Avala Dynamic Equity Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium Avala Dynamic Equity Fund | Supplementsupplement
Trium Avala Dynamic Equity Fund | UK Tax Reportinguk-tax-report
Trium Capital LLP Best Execution and Order Handling Policypolicy
Trium Capital LLP Modern Slavery Statementpolicy
Trium Capital LLP Responsible Investment Policypolicy
Trium Capital LLP SFDR Disclosuresfdr-disclosure
Trium Climate Impact Fund | Factsheetfactsheet
Trium Climate Impact Fund | PAI Statementpai-statement
Trium Climate Impact Fund | SFDR Article 9 Disclosuresfdr-disclosure
Trium Climate Impact Fund | Supplementsupplement
Trium Climate Impact Fund | UK Tax Reportinguk-tax-report
Trium Epynt Macro Fund | Supplementsupplement
Trium Epynt Macro Fund | UK Tax Reportinguk-tax-report
Trium Epynt Macro Fund Fund | Factsheetfactsheet
Trium Epynt Macro Fund Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium ESG Emissions Improvers Fund | Factsheetfactsheet
Trium ESG Emissions Improvers Fund | PAI Statementpai-statement
Trium ESG Emissions Improvers Fund | SFDR Article 8 Disclosuresfdr-disclosure
Trium ESG Emissions Improvers Fund | Supplementsupplement
Trium ESG Emissions Improvers Fund | UK Tax Reportinguk-tax-report
Trium Khartes Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium Larissa Global Macro Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium Multi Strategy UCITS Fund | Factsheetfactsheet
Trium Multi Strategy UCITS Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium Multi Strategy UCITS Fund | Supplementsupplement
Trium Multi-Strategy UCITS Fund | UK Tax Reportinguk-tax-report
Trium UCITS Platform PLC | Annual Financial Statement – 2021accounts-and-reports
Trium UCITS Platform PLC | Annual Financial Statement – 2022accounts-and-reports
Trium UCITS Platform PLC | Annual Financial Statement – 2023accounts-and-reports
Trium UCITS Platform PLC | Annual Financial Statement – 2024accounts-and-reports
Trium UCITS Platform PLC | Annual Financial Statement – 2025accounts-and-reports
Trium UCITS Platform PLC | Shareholder Notice 05.09.2019policy
Trium UCITS Platform PLC EETaccounts-and-reports
Trium UCITS Platform PLC EMT v4.1accounts-and-reports
Trium UCITS Platform PLC Prospectusprospectus
Trium Value for Money Statementpolicy

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