MAUMEE, Ohio, March 30, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Fund (EVDIX), entering its 20th year (ahem, 17 of which boasted positive returns), is pleased to announce that the Fund’s Investment Team has logged yet another year of positive performance in 2022.
Leveraging a fresh, new, marketing library, along with a brand-new brand (developed by the financial services marketing firm of McKenzie+Keels), the Investment Team is charged up and raring to tackle 2023. Next year’s risks and challenges include rising interest rates, inflation, and serious geopolitical uncertainties.
“As an equity alternative for our institutional clients, we relish that our Fund has been a positive contributor and diversifier for their clients’ portfolios,” reflects Thomas Kirchner, co-portfolio manager. “For the last 19 years, our team’s ability to identify and capitalize on market opportunities, even in difficult times, has demonstrated the benefits of an event-driven approach. The Fund delivered for investors last year, despite the overall weakness in stock and bond markets.”
A leader in the event-driven investment space, EVDIX offers investors the opportunity to participate in special situations and catalyst-driven investments. The Fund’s lower correlation to equities provides investors with the potential to enhance their portfolios and generate alpha in a variety of market conditions.
Co-portfolio manager Paul Hoffmeister informs, “Institutional investors have been using event-driven strategies for decades. Reason being – event-driven securities can trade in reaction to a corporate event rather than the overall market. We are proud to be able to offer our strategy to a wide spectrum of institutional and retail investors.”
Camelot Event-Driven Advisors is a leading investment management firm specializing in event-driven strategies, such as merger arbitrage and activist, distressed, and special situations. With a team of experienced investment professionals and a commitment to delivering strong risk-adjusted returns, Camelot Event-Driven Advisors is dedicated to helping investors achieve their financial goals. Learn more at: www.cameloteventdrivenfund.com.
Mutual fund investing involves risk. Such risks associated with the Camelot Event-Driven Fund include but is not limited to Merger Arbitrage Risk, Capital Structure Arbitrage Risk, Distressed Securities Risk, Debt Instruments Risk, Interest Rate Risk, Structured Note Investment Risk, Proxy Fight Risk, Short Selling Risk, Management Risk, Foreign Securities Risk, Derivative Investments Risks (Including Futures, Options, and Swaps), Counter Party Risk, Special Situations Risk, Initial Public Offering (“IPO”) Risk, Liquidity Risk, Limited History of Operations Risk, and Portfolio Turn Over Risk. Past performance does not guarantee future result, investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance may be higher or lower than the performance questions. Current performance can be obtained by calling 800-869-1679. The Camelot Event-Driven Fund is Distributed by Arbor Court Capital, LLC member FINRA/SIPC. CF111
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund. This and other important information can be found in the prospectus. The prospectus, which can be obtained by calling 800-869-1679, should be read carefully before investing.
This press release is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities.
Contact: Frank Echelmeyer, 419-794-0538