THE INVESTMENT TEAM

Felix Lo

Portfolio Manager

Felix has gained over 15 years’ experience as a Portfolio Manager in Global M&A.

Felix previously spent 10 years at Sandell Asset Management where he was responsible for the firm’s Global Arbitrage and 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.

Eligible investors can view our range of strategies here.

April 2021 Trium Capital

Portfolio Manager

2019-2021 Millennium Capital Partners

Portfolio Manager

2018-2019 LMR 

Portfolio Manager 

2013-2018 Sandell Asset Management 

Senior Managing Director & Partner (London)

2009-2013 Granite Fund Advisors

Co-Founder & Portfolio Manager

2006-2009 Sandell Asset Management

Senior Analyst, Special Situations & Event Driven Equities (New York)

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Abhijeet Gaikwad

Portfolio Manager

Adrian Luck

Portfolio Manager (Trium Avala Strategies)

Arnav Gupta

Analyst

Cecilia Simon

Analyst

Charles Cartledge

Portfolio Manager

Dan Jelicic

Portfolio Manager (CIO, Trium Avala Strategies)

Donald Pepper

Co-CEO, Trium Capital

James Jarvis

Head of Research

Jonathan Ingram

Portfolio Manager

Joseph Mares

Portfolio Manager

Kate Prakhova

Vice President, Front Office

Matt Holland

Head of Trading

Neo Tsangarides

Analyst

Nicolas Marquez

Portfolio Manager (Trium Credere Fund)

Oliver Dobbs

Portfolio Manager (CIO, Trium Credere Fund)

Onno de Koster

Chief Risk Officer

Peter Kisler

Portfolio Manager

Philip Gottschalk

Analyst

Raphael Pitoun

Portfolio Manager

Rob Dow

Chairman

Sam Thompson

Analyst

Santiago Clarens

Junior Portfolio Manager

Sargis Asatryan

Analyst

Shenan Dhanani

Co-CEO, Trium Capital

Tej Johar

Portfolio Manager

Thomas Roderick

Portfolio Manager

Toby Hayes

Portfolio Manager

Tom Ayres

Portfolio Manager

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