Alpine Associates Management Inc. (“Alpine” or the “Firm”) manages the Alpine funds, which were founded in 1976 and have produced outstanding absolute returns. The Alpine funds have engaged in merger arbitrage and equity trading since their inception. 

Founded in 1976 by the marriage of Robert Zoellner Sr. and Victoria Zoellner, Alpine Associates is one of the longest-established managers in the ‘Merger Arbitrage’ universe. With US $ 2.2bn of assets under management, it is, at the same time, one of the world’s largest asset managers in the asset class.

As of today, the project is led by Robert Zoellner Jr., who joined Alpine in 1983 and has managed the strategy since 2000 under the same original processes and guidelines as his parents, together with a loyal investment team that accompanies him. for, on average, almost two decades. Alpine’s management team holds approximately 15% (~ US $ 300m) of the manager’s AUM, making them the largest investors in the strategy and linking them closely and closely to the results of the strategy and the interests of your co-participants.

 

Alpine’s mission is to generate superior absolute returns across all market environments with low volatility and low correlation to both equity and fixed income markets.

Over their long history, they have been highly successful at producing returns that beat both the stock market and the bond market. On the one hand, as a fixed income substitute: Alpine’s core business of merger arbitrage has been consistently profitable, exhibited low volatility, and benefited from rising interest rate environments. On the other hand, as an equity alternative: Alpine has produced superior long-term returns while avoiding the severe stress caused by significant downside volatility.

Merger Arbitrage Fund

Alpine Associates Equity Merger Arbitrage strategy is characterized by investing primarily in announced transactions, with a certain schedule and a high degree of compliance. In fact, of the more than 5,000 operations in which it has participated throughout its history, approximately 95% 1 – on average – have come to fruition.

The focus of the ‘Alpine Merger Arbitrage’ strategy is global (mainly USA, Europe and developed markets) and has approximately 75 positions on average in the portfolio (in 50-55 transactions). ‘Alpine Merger Arbitrage Fund, UCITS’ is a sub-fund of ‘Strategic Investment Funds UCITS Plc, a UCITS regulatory vehicle registered in Ireland. It has more than US $ 200m of AUM and is already available on the Allfunds platform.

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CNMVBrightGate Capital SGIIC and BrightGate Advisory EAFI are entities registered and supervised by the National Commission for the securities market (CNMV)..

 

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You can contact us through our contact form and email (brightgate@birghtgatecapital.com)

C/ Génova, 11 4º Izda.
28004, Madrid. Spain.
Phone: +34 91 441 00 11