Harvesting absolute returns via merger arbitrage | Luke Cummings

In today’s ROCast Murdoch speaks with Luke Cummings the Co-Founder, CIO & MD of Harvest Lane Asset Management about Merger Arbitrage.
Murdoch Gatti

York Wealth Management


If you enjoy reading about the latest mergers and Acquisitions in the AFR/News and always wondered what is the best way to make money out of the story of the day, then I think you are really going to enjoy this conversation with Luke.

Harvest lane is an Absolute Return Fund with a Merger Arbitrage trading strategy. The fund seeks to profit from M&A activity targeting pricing inefficiencies. Luke discusses what a good opportunity looks like, how they manage risk if a play goes against them and we explore current M&A activity such as Origin Energy, Liontown Resources and other sectors including technology. Harvest Lanes Approach has returned 10.61% for the past 12 months with a 8.45% annualised return since inception.


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3 stocks mentioned

Murdoch Gatti
CEO | Private Wealth Manager
York Wealth Management

Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...

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