A Leader in Global Event Driven Investing for Over 30 Years

With a proven track record of identifying profitable event-driven opportunities and a primary emphasis on preservation of capital, Westchester Capital Management has been an industry leader for over 30 years.

LEARN MORE

About Westchester Capital

Westchester Capital Management (WCM) is a registered investment adviser specializing in liquid alternative investment strategies. We manage a variety of investment portfolios using a combination of strategies to invest in publicly announced event opportunities such as mergers, acquisitions, takeovers, spin-offs and other corporate reorganizations, with the goal of profiting from the timely completion of these transactions.

Our investment management process is designed to deliver consistent results with low correlation to broader market returns, thereby lowering overall portfolio risk and potentially enhancing returns for a diversified portfolio.

0
Assets Under Management
0
Years in Business
0
Investment Professional Turnover

Latest News & Commentary from Westchester Capital

Westchester Capital Q4 Review

Posted: February 18, 2021

Portfolio Managers Roy Behren and Mike Shannon discuss the drivers behind our funds’ Q4 performance and offer their insights on the global markets in our Q4 Quarterly Review for shareholders.

Read Full Article

Wall Street Journal

Posted: March 9, 2021

“You see people rushing to do it while the window is still open,” says co-portfolio manager Roy Behren following the recent volatility in the SPAC market. His insight appears in Amrith Ramkumar’s latest Wall Street Journal piece.

Read Full Article

Morningstar_Logo

The Merger Fund – Institutional Class (MERIX) has a four-star Morningstar rating out of 91 market-neutral funds, based upon risk-adjusted returns, as of 3/31/21. The Merger Fund – Investor Class (MERFX) has a four-star Morningstar rating out of 91 market-neutral funds, based upon risk-adjusted returns, as of 3/31/21. The overall Morningstar Rating is derived from a weighted average of the funds' 3, 5 and 10-year Morningstar Rating metrics.