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"Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital
According To Sources
English - December 09, 2018 15:21 - 41 minutes - 37.9 MB - ★★★★★ - 45 ratingsInvesting Business business stocks deals merger comcast disney mergers and acquisitions stock market trading finance at&t Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: CNBC Contributor and Author Ron Insana
In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX)
According to Morningstar the WCM Merger Fund is +7.09% YTD as of Nov 30th