The investment seeks capital appreciation. The fund normally invests primarily in equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts and other corporate reorganizations. It generally takes long and short positions in the equity securities of U.S. companies. The fund also may invest in foreign securities and depositary receipts, including American Depositary Receipts ("ADRs"), European Depositary Receipts ("EDRs"), Global Depositary Receipts ("GDRs") and International Depositary Receipts ("IDRs"). It is non-diversified.
Fund filings (PDF) »
Jason Weiss (Started: Jun 14, 2012)
Meg Sullivan (Started: Dec 30, 2011)
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Brazos Mutual Funds, 55949 Sherry Lane, Suite 1600