Research
In this piece, we explore why investors may be optimistic about the prospects for merger arbitrage in the months ahead.
In this piece, we explore how a catalyst-driven credit strategy may provide a differentiated source of fixed income returns, while potentially providing income and seeking to mitigate the traditional risks of fixed income investing.
Fund Literature
Water Island Event-Driven Fund
Water Island Credit Opportunities Fund
Fund Filings
Arbitrage Fund
Summary Prospectus - Arbitrage
Annual Tailored Shareholder Report - Arbitrage Institutional Class (ARBNX)
Annual Tailored Shareholder Report - Arbitrage Retail Class (ARBFX)
Annual Tailored Shareholder Report - Arbitrage Class A (ARGAX)
Annual Tailored Shareholder Report - Arbitrage Class C (ARBCX)
Semi-Annual Tailored Shareholder Report - Arbitrage Institutional Class (ARBNX)
Semi-Annual Tailored Shareholder Report - Arbitrage Retail Class (ARBFX)
Semi-Annual Tailored Shareholder Report - Arbitrage Class A (ARGAX)
Semi-Annual Tailored Shareholder Report - Arbitrage Class C (ARBCX)
Water Island Event-Driven Fund
Summary Prospectus - Water Island Event-Driven
Annual Tailored Shareholder Report - Water Island Event-Driven Institutional Class (AEDNX)
Annual Tailored Shareholder Report - Water Island Event-Driven Retail Class (AEDFX)
Annual Tailored Shareholder Report - Water Island Event-Driven Class A (AGEAX)
Semi-Annual Tailored Shareholder Report - Water Island Event-Driven Institutional Class (AEDNX)
Semi-Annual Tailored Shareholder Report - Water Island Event-Driven Retail Class (AEDFX)
Semi-Annual Tailored Shareholder Report - Water Island Event-Driven Class A (AGEAX)
Water Island Credit Opportunities Fund
Summary Prospectus - Water Island Credit Opportunities
Annual Tailored Shareholder Report - Water Island Credit Opportunities Institutional Class (ACFIX)
Annual Tailored Shareholder Report - Water Island Credit Opportunities Retail Class (ARCFX)
Annual Tailored Shareholder Report - Water Island Credit Opportunities Class A (AGCAX)
Semi-Annual Tailored Shareholder Report - Water Island Credit Opportunities Retail Class (ARCFX)
Semi-Annual Tailored Shareholder Report - Water Island Credit Opportunities Class A (AGCAX)
Archive
In this white paper, we explore the impacts of short volatility on seemingly diversified portfolios.
Barron’s feature on Water Island Capital and The Arbitrage Fund.