ALPINE MERGER
ARBITRAGE FUND

Fund Description

The Fund aims to achieve capital appreciation by utilizing a merger arbitrage strategy. This strategy involves investing in a globally diversified portfolio of companies which are involved in, or which are linked to, mergers and acquisitions. The Fund shall primarily gain exposure to the global equity securities of the companies, either directly or indirectly via derivatives.


Investor Benefits

Merger Arbitrage strategy which focuses on transactions with definitive merger contracts. Investors benefit from Alpine's 44 year experience in managing merger arbitrage funds which is the Firm's sole strategy.

$2.3 BILLION
Assets Under Management
$2.3 BILLION
Strategy AUM
MERGER ARBITRAGE
Strategy Focus
1976
Firm Inception
25
Employees
NEW JERSEY
Office
Robert E. Zoellner, Jr
Robert E. Zoellner, Jr
Chief Executive Officer & Chief Investment Officer

Robert Zoellner, Jr. joined Alpine in 1983 and is the Chief Executive Officer and Chief Investment Officer. In addition, he is a director and a member of the risk management committee. He has been a portfolio manager since 1993 and was previously a trader at Alpine. He began his career as a specialist clerk with Lasker, Stone and Stern in 1983. Mr. Zoellner earned a B.A. in Economics from the University of Colorado.

Key Statistics

MTD (31/05/2021)

0.96%

NAV (31/05/2021)

117.10

YTD (31/05/2021)

7.55%

AuM (31/05/2021)

221 million

1 Year Return

9.71%

Inception Date

27/07/2018

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