Event Portfolio Watchlist

Last update - 7 December 2022 By Rivkin

The Event Portfolio is, by historical standards, fully invested, but as the life cycle of most of these investments is rarely more than four months, we always keep a watchlist of potential opportunities as current investment replacements. To that end, it is encouraging that activity remains elevated, which gives us confidence that we are still in the early stages of this ‘takeover super cycle’. There are three names worthy of discussion in anticipation of future investment.

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