Luke Cummings | Harvesting Absolute Returns Via Merger Arbitrage

In today’s ROCast Murdoch speaks with Luke Cummings 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 due to 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 mgatti@ywm.com.au

I hope you enjoy this conversation as much as I did, so sit back, relax and enjoy.