#14 - Luke Cummings | Harvesting Absolute Returns Via Merger Arbitrage
The Rate Of Change · Murdoch Gatti
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Show Notes
Luke Cummings is the Co-Founder, Chief Investment Officer & Managing Director of Harvest Lane Asset Management. If you enjoy reading about the latest mergers and Acquisitions in the AFR/News and always wondered what is the best way to make money out of the story of the day, then I think you are really going to enjoy this conversation with Luke.
Harvest lane is an Absolute Return Fund with a Merger Arbitrage trading strategy. The fund seeks to profit from M&A activity targeting pricing inefficiencies. Luke discusses what a good opportunity looks like, how they manage risk if a play goes against them and we explore current M&A activity such as Origin Energy, Liontown Resources and other sectors including technology. Harvest Lanes Approach has returned 10.61% for the past 12 months with a 8.45% annualised return since inception.
Before we get into the podcast, I would also like to encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.
You can reach me at [email protected]
I hope you enjoy this conversation as much as I did, so sit back, relax and enjoy.