Case Equity Partners

Case Equity was a global event-driven investment firm with the goal of providing investors with superior risk-adjusted returns over the long-term. Case Equity's Opportunities Fund invested across merger arbitrage and special situation equities. The allocation between the sub-strategies varied according to the evolving market and corporate environment, capitalising on both soft and hard catalyst opportunity sets. The investment team employed a fundamental research-driven investment approach, focusing on activist-driven and otherwise complex situations with attractive risk-reward propositions. 9-12% annualized net returns, at 4-6% annualized volatility (<30% beta to market) Case Equity credentials Baxalta (Shire)| EMC (Dell/Silverlake)| SAB Miller (AB InBev)| Medivation (Pfizer)| LinkedIn (Microsoft)| St Jude Medical (Abbott)| WhiteWave Foods (Danone)| Syngenta (ChemChina)| Actelion (Johnson & Johnson)| PrivateBancorp (CIBC)| Reynolds American (BAT)| Level 3 (CenturyLink)| Stada (Bain/Cinven)| CR Bard (Becton Dickinson)| Innogy (E.ON)| Monsanto (Bayer)| Shire (Takeda)| Time Warner (AT & T)| XL Group (AXA)| Sky (Comcast)| Express Scripts (Cigna)| Aetna (CVS)| NEX Group (CME) Bloomberg: CASEOPP