Case Equity was a global event-driven investment firm with the goal of providing investors with superior risk-adjusted returns over the long-term. Case Equity's Opportunities Fund invested across merger arbitrage and special situation equities. The allocation between the sub-strategies varied according to the evolving market and corporate environment, capitalising on both soft and hard catalyst opportunity sets. The investment team employed a fundamental research-driven investment approach, focusing on activist-driven and otherwise complex situations with attractive risk-reward propositions.
9-12% annualized net returns, at 4-6% annualized volatility (<30% beta to market)
Case Equity credentials
Baxalta (Shire) | EMC (Dell/Silverlake) | SAB Miller (AB InBev) | Medivation (Pfizer) | LinkedIn (Microsoft) | St Jude Medical (Abbott) | WhiteWave Foods (Danone) | Syngenta (ChemChina) | Actelion (Johnson & Johnson) | PrivateBancorp (CIBC) | Reynolds American (BAT) | Level 3 (CenturyLink) | Stada (Bain/Cinven) | CR Bard (Becton Dickinson) | Innogy (E.ON) | Monsanto (Bayer) | Shire (Takeda) | Time Warner (AT&T) | XL Group (AXA) | Sky (Comcast) | Express Scripts (Cigna) | Aetna (CVS) | NEX Group (CME)
Bloomberg: CASEOPP
Company Details
- Founded
- -
- Address
- Between The Sub-Strategies Varied According To The Evolving Market And Corporate Environment
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Case Equity Partners Questions
Case Equity Partners's website is http://www.caseequitypartners.com
Case Equity Partners's LinkedIn profile is https://hk.linkedin.com/company/case-equity-partners
Case Equity Partners's industry is
Investment Management
Case Equity Partners's top competitors are
China Alpha Fund Management (Hk) Limited,
Canaccord Genuity - Global Capital Markets,
Clsa,
Silverhorn Group,
Haitong International Securities Group Limited,
Goldman Sachs,
Case Equity Partners,
Ubs,
Odyssey Group Limited,
Vms Group.
Case Equity Partners's categories are Investment Management
Case Equity Partners's founding year is 2015
