THE INVESTMENT TEAM
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.
Eligible investors can view our range of strategies here.
April 2021 Trium Capital
Portfolio Manager
2019-2020 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)
THE INVESTMENT TEAM
