Strategy

Polygon has a demonstrated history of investing in European equities employing an all-weather catalyst-driven approach and seeking to deliver uncorrelated alpha. Polygon’s stable capital base affords us the ability to exploit less-liquid situations with believed significant mis-pricing, particularly in times of heightened volatility.

Polygon co-founder Reade Griffith has been a major European Event Driven Equities and M&A investor since the mid-1990s. Our seasoned team of event-driven specialists employ bottoms-up analysis to identify ideas with a suspected favourable risk/reward characteristics and clear path to value creation/realization.

Our thoughtful, size-constrained approach allows a focus on more attractive and less-followed opportunities while remaining nimble. These include:

• Corporate Restructuring: participation in recapitalisations and balance sheet deleveraging via equity issues
• M&A: favouring hostile, cross-border or otherwise complex transactions more likely to be misunderstood by the market
• Dislocation: medium-duration, high-conviction trades with significant upside potential
• Special Situations: “piggybacking” on corporate activism and/or pre-deal opportunities

Please click here for the public releases published by Polygon with respect to the European Event Driven Equities strategy.