Resources
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 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.