§Estimated performance for January 2024 calculated with reported data from 100 funds.
*All estimates and 2024 YTD amounts are calculated with reported data as of March-1-2024 05:55 US CST.
This strategy is defined as ‘special situations’ investing designed to capture price movement generated by a significant pending corporate event such as a merger, corporate restructuring, liquidation, bankruptcy or reorganization.
The Barclay Event Driven Index is recalculated and updated real-time on this page as soon as the monthly returns for the underlying funds are recorded. Only funds that provide us with net returns are included in the index calculation. The number of funds that are currently included in the calculations for the most recent months can be found in the footnotes above. Please note that the calculation for the number of funds is time-stamped and that the number of funds will continue to increase until all funds categorized within the sector have reported monthly returns.