In this episode of Alternative Angles, Fidelity Portfolio Manager Niraj Gupta and Host Steve Rosen explore the intricate world of merger arbitrage—a strategy focused on capturing returns from announced corporate transactions while managing downside risk. Through real-world examples, including successful and failed deals, you’ll gain a deeper understanding of how merger arbitrage synthesizes financial, legal, and trading expertise with corporate strategy assessment to create a diversifying, market-neutral strategy for institutional portfolios.
Among other insights, the conversation covers:
