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.

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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.

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Latest News & Commentary from Westchester Capital

Westchester Capital Q2 Review

Posted: August 24, 2020

Portfolio Managers Roy Behren and Mike Shannon discuss the drivers behind our funds’ Q2 performance and offer their insights on the global markets in our Q2 Quarterly Review for shareholders.

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Barron’s

Posted: September 29, 2020

Could Google be on the road to completing its acquisition of Fitbit? Read co-portfolio manager Roy Behren’s insight on why he’s now more optimistic the deal will close in Max Cherney’s Barron’s piece, “Google Is Getting Closer to Buying Fitbit. Here’s What It Means for Competitors.”

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The Merger Fund – Institutional Class (MERIX) has a four-star Morningstar rating out of 101 market-neutral funds, based upon risk-adjusted returns, as of 9/30/20. The Merger Fund – Investor Class (MERFX) has a four-star Morningstar rating out of 101 market-neutral funds, based upon risk-adjusted returns, as of 9/30/20. The overall Morningstar Rating is derived from a weighted average of the funds' 3, 5 and 10-year Morningstar Rating metrics.