Westchester Capital Q3 Review

Portfolio Managers Roy Behren and Mike Shannon discuss the drivers behind our funds’ Q3 performance and offer their insights on the global markets in our Q3 Quarterly Review for shareholders.


Ryan Ermey’s Kiplinger Fund Watch piece, “Merger Fund Takes the Stress Out of Market Swings,” showcases The Merger Fund (MERFX) as a way for investors to remain relatively isolated during bouts of volatility in the market with comparisons of the Fund’s past performance to the S&P 500.

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