EVDIX is an Alternative Solution
We invest in companies experiencing major changes that will unlock shareholder value.
Curious how to utilize an event-driven solution to benefit your portfolio?
Step 1: Schedule A Call
Incorporating an event driven fund into any portfolio is a very discerning process. We want this first step to both answer any of your questions and also provide an educational foundation for the event-driven fund process.
Step 2: Identify Access Points and Investment Needs
Appropriate discovery and open discussion will flesh out any needs or gaps you might have. We have many ways to address your needs. Following our discussion we will send you any literature needed to complete your due diligence process.
Step 3: Custom Assessment by our Portfolio Manager
To deliver the portfolio recommendation, we schedule a call with one of our portfolio managers. On this call we will show you how we employ strategies and what that may look like in your portfolio.
Finding alternative investments that deliver both low correlation and risk reduction can be complicated.
We believe our investment process (below) is proven …
Our 5 Step Investment Process:
MARKETPLACE ASSESSMENT
IDENTIFY POTENTIAL EVENT-DRIVEN OPPORTUNITIES
RISK/REWARD ANALYSIS
PORTFOLIO CONSTRUCTION/POSITION MONITORING
EVENT COMPLETION
Join us on our next Manager Update Call as we discuss our process and how to utilize an event-driven strategy in your portfolio.
Our experienced managers seek to capitalize on corporate events that change the structure of a company.
Thomas Kirchner, Fund Manager
Mr. Kirchner has been responsible for the day-to-day management of the Camelot Event Driven Fund since its 2003 inception. Prior to joining Camelot with the transition of the fund, he managed the fund for Quaker Funds and previously was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund.
From 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris S.A. In 1999, he was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of Kings College, University of London; Institut d’Etudes Politiques de Paris and University of Chicago Booth School of Business. He is the author of 'Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.' (Wiley Finance, 2nd ed 2016)
Paul Hoffmeister, Fund Manager
Mr. Hoffmeister joined Camelot Portfolios in 2017 and co-manages the Camelot Event Driven Fund. He is also economic counsel at Bretton Woods Research. Prior to that, he served as Director of Market Strategy and Chief Economist at Polyconomics.
Mr. Hoffmeister’s experience includes trading derivatives on the S&P 500 at the Chicago Mercantile Exchange, as well as the Kospi 200 Index on the Korean Stock Exchange. His insights have been quoted in the financial press including Bloomberg and Reuters. He has appeared on CNBC’s “Kudlow & Company” and has written for National Review Online, Forbes, and RealClearMarkets.
Mr. Hoffmeister is a graduate of Georgetown University with a BS in Accounting and Finance, and MBA from Northwestern’s Kellogg School of Management.
Hear how the economy is affecting the event-driven space and how to utilize event-driven strategies in your portfolio.
REGISTER BELOW:
Meet the Managers
Paul Hoffmeister
Thomas Kirchner
Join us on the 3rd Wednesday of every quarter at 2pm EST
