Fund info

Virtus Westchester Event-Driven Fund Class I is an alternative mutual fund specializing in event-driven investment strategies. Its primary objective is to deliver consistent, positive absolute returns with lower volatility than traditional equity markets by capitalizing on corporate events such as mergers, acquisitions, spin-offs, recapitalizations, late-stage bankruptcies, share buybacks, and other special situations. The fund employs an experienced management team with decades of expertise in evaluating and investing in event-driven opportunities around the globe. Designed as a portfolio diversifier, the fund aims for minimal correlation to both traditional stock and bond markets, making it suitable for investors seeking risk-adjusted returns and reduced volatility across varying market environments. Core exposures often span multiple sectors and asset classes, providing a broad and diversified approach to capturing market inefficiencies triggered by corporate actions. The fund is recognized for its established track record in liquid alternative strategies and focuses on disciplined execution to manage and benefit from event-related catalysts in public markets.