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Axs Merger Fund Class I Shares (GAKIX)

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11.06 +0.02    +0.18%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 15.23M
Type:  Fund
Market:  United States
Issuer:  Kellner
Asset Class:  Other
Kellner Merger Institutional 11.06 +0.02 +0.18%

GAKIX Overview

 
On this page you'll find an in-depth profile of Axs Merger Fund Class I Shares. Learn about the key management, total assets, investment strategy and contact information of GAKIX among other information.
Category

Event Driven

Total Assets

15.23M

Expenses

2.07%

Inception Date

41089

Investment Strategy

The investment seeks to achieve positive risk-adjusted returns with less volatility than in the equity markets. Under normal market conditions, the fund will invest primarily in equity securities and related derivatives of U.S. and foreign companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. The fund may have significant exposure to one or more economic sectors of the market. The fund may invest without limitation in securities of foreign companies. The fund is non-diversified.

Contact Information

Address Milwaukee, Wisconsin 53201
Milwaukee,WI 53201
United States
Phone -

Top Executives

Name Title Since Until
George A. Kellner CEO 2012 Now
Biography George A. Kellner has been in the hedge fund business for over 30 years.Mr. Kellner founded Kellner DiLeo & Co., LP (the predecessor entity to Kellner) in 1981. Prior to Kellner, Mr. Kellner was a Senior Vice President and founded the arbitrage department of Donaldson, Lufkin & Jenrette. Before commencing his arbitrage career, Mr. Kellner was a Vice President and House Counsel of the Madison Fund where he had broad responsibilities as a financial analyst and portfolio manager. Mr. Kellner began his professional career as a securities lawyer at the Wall Street law firm of Carter, Ledyard and Milburn and holds a B.A. from Trinity College, a J.D. from Columbia Law School and an M.B.A. from New York University’s Leonard Stern Graduate School of Business. He is a Chartered Financial Analyst and a former Adjunct Assistant Professor of Finance at New York University. Mr. Kellner is a member of the Firm's multi-strategy fund investment committee.
Christopher Pultz Portfolio Manager 2012 Now
Biography Mr. Pultz joined Kellner Capital in 1999 and leads the Firm’s merger arbitrage investing activities. In addition, Mr. Pultz is a member of the Firm’s management committee where he provides broad input on strategic matters. Mr. Pultz began his career at Neuberger Berman LLC where he was a government bond trader and also provided allocation recommendations to the Firm’s internal investment management teams. Mr. Pultz holds a B.S. in finance from Fairfield University and an M.B.A from Fordham University Graduate School of Business.
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