Invest With Us
If you are looking to generate income, consider the Merger-Arbitrage strategy from Constantia Capital. Our expected return is 6% annualized, after a flat fee of only 70 basis points, by investing in this conservatively managed, post-announcement (no speculation), liquid alternative strategy. This is the same time-tested strategy employed by hedge funds, now available at a fraction of their fees and with no lockups. Simply open your own SIPC-insured account at your favorite discount broker ($110,000 minimum), assign trading authority to Constantia Capital, and get the benefit of your broker's low rates and our portfolio management expertise. Click here to request a detailed presentation.
Now is the time to diversify a portion of your fixed-income portfolio away from intermediate- and long-term bond funds which are very susceptible to rising interest rates, and shorter term money market funds which earn negligible returns.
An Alternative to Cash in the Bank
Expected return: at least 4% over cash after a fair fee which rewards the investor first and foremost.
Since inception in Nov. 2011, Merger-Arbitrage has earned 5.7% annualized (net of fees) with a 1.37 Sharpe Ratio. (click here for more details)
Volatility has been 3.5% vs. 5%+ for iShares 7-10 yr. Treasury Fund.
Bloomberg ID: CCMGARB Morningstar ID: F00000WLK1
The Standard 0.7% per annum fee is available to all investors, and we're proud to offer qualified clients and qualified purchasers a choice of either the Standard or Performance-based fee.