In today’s unpredictable markets, finding a reliable investment strategy is more challenging than ever. Traditional methods, like the 60/40 balanced portfolio, have shown their limitations during times of heightened market instability. At SAM, we understand these challenges and have developed a robust approach to asset allocation that aims to thrive even in turbulent times.

One of our key strategies is Merger Arbitrage—a distinctive investment approach utilized successfully by large multi-strategy hedge funds. Unlike conventional strategies, Merger Arbitrage focuses on the outcomes of specific corporate transactions, rather than the unpredictable movements of equity or bond markets. This low-correlation strategy has demonstrated remarkable resilience and consistent returns, even during major market disruptions like the Dot-Com Bubble, the Great Financial Crisis, and the Covid-19 Pandemic.

At SAM, our extensive experience and meticulous analysis enable us to capitalize on the deal spreads of corporate acquisitions. With approximately 94% of public U.S. mergers historically closing successfully, Merger Arbitrage offers a high-probability opportunity for investors seeking stability and growth in their portfolios.