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ARB ETF ANALYSIS

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ARB ETF FUNDAMENTALS
ARB ETF PERFORMANCE

ARB ISSUER

A fund seeking to mirror the performance of the Underlying Index, which reflects a global merger arbitrage strategy. Managed by Water Island Capital, LLC, the fund employs a merger arbitrage approach to capture the spread between the stock price of a target company in a merger or acquisition and the agreed-upon acquisition price. The fund maintains a mix of long positions in target stocks, utilizing derivatives like swaps, and may also employ short exposure in acquiring company stocks to hedge against risk. The Underlying Index, developed by Water Island Indices LLC, is rebalanced bi-monthly and includes securities from both US and foreign companies across different market capitalizations, along with cash-like instruments.

ARB DIVIDEND

A Focus on Merger Arbitrage Strategy and Dividend Implications - This article explores how the ARB Fund's merger arbitrage approach, reflected in its Underlying Index, aims to capture price disparities resulting from mergers and acquisitions. While the primary strategy centers on capturing spreads, the article also examines how dividends might be impacted within this context.

ARB TRACKING

The ARB Fund seeks to replicate the performance of the Underlying Index, utilizing a merger arbitrage strategy. It aims to capture the spread between a target company's stock price after a merger announcement and the acquiring company's agreed price. The Fund establishes long positions in target stocks and short positions in acquiring companies' stocks to hedge against potential declines. It may also employ derivatives and currency hedges to achieve tracking.

ARB CORRELATION

The Fund's investment strategy, designed to capture merger arbitrage spreads, involves establishing long positions in target company stocks and potentially short exposure in acquiring company stocks. With rebalancing and reconstitution aligned with the Underlying Index, the Fund's correlation with its benchmark is expected to remain high, providing investors a means to potentially benefit from global merger arbitrage opportunities.

ARB SECTOR

This fund seeks to track the performance of a global merger arbitrage strategy, focusing on capturing the spread between the stock price of target companies in announced mergers and the agreed-upon acquisition price. The fund employs long positions in target stocks and includes short exposure to acquirer stocks, hedging against potential declines. It may also invest in derivatives and instruments to replicate the strategy, while maintaining a non-diversified approach, potentially leading to sector concentration.

ARB EXPOSURE

The ARB Fund seeks to mirror the performance of the Underlying Index, reflecting a global merger arbitrage strategy. This involves capturing the spread between the post-announcement trading price of a target company's stock and the acquiring company's agreed acquisition price. The Fund establishes long positions in target stocks, and in cases of stock exchange, it includes short exposure to the acquirer's stock to hedge against spread changes. The Fund may also employ derivatives for exposure and uses currency hedges. It typically invests at least 80% in Index constituents, aiming to replicate the Index while possibly using representative sampling. Up to 20% of net assets could be allocated to non-Index instruments.

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FREQUENTLY ASKED QUESTIONS

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