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: July 14, 2020

According to co-portfolio manager Roy Behren, the market is now implying that there is roughly an 80% chance the Google – Fitbit deal will close. He shares his updated insight on the increase from June with Barron’s reporter Max Cherney.

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The Merger Fund – Institutional Class (MERIX) has a four-star Morningstar rating out of 99 market-neutral funds, based upon risk-adjusted returns, as of 6/30/20. The Merger Fund – Investor Class (MERFX) has a four-star Morningstar rating out of 99 market-neutral funds, based upon risk-adjusted returns, as of 6/30/20. The overall Morningstar Rating is derived from a weighted average of the funds' 3, 5 and 10-year Morningstar Rating metrics.