Spinoff Report
Focused Restructuring of The Edge Model Portfolio

In order to most effectively communicate our highest conviction ideas to clients and maximize overall performance, we have combined the positions of the Spinoff and Special Situations Model Portfolios, creating the newly unified Catalyst Portfolio. We are also exiting a series of names, details below.

  • Spinoff & Special Situations MPs Combined into The Edge Value Catalyst Model Portfolio
  • Inception-to-Date Return of +99% / Outperforming HFRX Special Situations Index by +90%
  • Exiting the MP at Today’s (June 4) End-of-Day VWAP: CAKE / MAR / PRSP / BBBY / RTX / CARR / OTIS / CAG
  • Exiting the MP at Tomorrow’s (June 5) End-of-Day VWAP: LHN SW / MCG SJ / UMG AU / ELUXB SS
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