100 Summit Lake Drive
Valhalla, NY 10595
Google Maps
Contact
Main Phone: 914-741-5600
Web Site:
http://www.mergerfund.com/index.html
Mutual Fund Brand(s)
The Merger Fund
Research Links
SEC Fund Filings by CIK
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Background:
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In February 2021, Virtus Investment Partners unveiled a deal to buy Westchester Capital Management. The deal closed on October 1 of that year.
Westchester Capital Management Inc. was founded in 1980 by Frederick Green. In 1989, the firm launched the Merger Fund, the first mutual fund devoted solely to merger arbitrage.
On October 12, 2010, Westchester Capital signed a deal to transfer substantially all of its business and assets to a newly created company called Westchester Capital Management LLC. The firm will be controlled by two of Westchester's portfolio managers, Roy D. Behren and Michael T. Shannon, with an affiliate of Lincoln Peak Capital Management serving as a minority investor.
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Sponsored Opportunities
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Key People:
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Roy Behren
Managing Member, Portfolio Manager, Westchester Capital Management LLC | Michael Shannon
Managing Member, Portfolio Manager, Westchester Capital Management LLC | Robert Lynch
Director of Research, Westchester Capital Management LLC | Abraham R. Cary
Head Trader and Research Analyst, Westchester Capital Management | Bruce Rubin
Chief Operating Officer, Chief Compliance Officer, Westchester Capital Management LLC | Jody Harris-Stern
Director of Strategic Accounts and Investor Relations, Westchester Capital Management LLC | Michael Bauco
Director of Operations, Westchester Capital Management LLC (The Merger Fund) |
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