,
Ticonderoga Strategic Event Fund

Coming – April 29

Navigating Today’s Event-Driven Landscape

Date and Time

April 29

–

12:00 PM ET / 9:00 AM PT

Details will be provided upon RSVP approval

About this Event

The Ticonderoga Strategic Event Fund is designed to fit within a broader portfolio, especially in uncertain or volatile bond and equity markets.

The fund’s focus is merger arbitrage and event-driven opportunities, targeting mispriced situations created by today’s improving M&A landscape. This strategy is built on disciplined analysis of each situation, not market direction. The objective is simple: the fund seeks to deliver consistent performance with low correlation to equities while maintaining a strong focus on capital preservation and consistent growth.

Recent events, including increased M&A activity, higher interest rates, and a favorable regulatory environment, make this strategy quite compelling. While most other event funds focus on mega-mergers, Ticonderoga’s dedicated fund managers are on the hunt for value among the many less followed small to mid-size deals available. This focus on under the radar transactions differentiates their portfolio.

Their experienced team has been in this space for decades and knows how to source, analyze, and price/assess M&A events. As each deal’s outcome has no relation to the others in the portfolio.

Register for this online event to meet fund managers, Douglas Shultz and Daniel Hess, and learn more about the Ticonderoga Strategic Event Fund and how it has the potential to complement a broader portfolio of equities, bonds, and other conventional asset classes.

Sign Up Today

SHARE THIS EVENT

This presentation contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts and referenced statistics, contained in this presentation, including statements regarding future company strategy, operations, financial position, revenues, projected costs, plans and objectives of management, will be forward-looking statements.

All statements and expressions are the sole opinion of the company and are subject to change without notice. The Company is not liable for any investment decisions by its readers or subscribers. It is strongly recommended that any purchase or sale decision be discussed with a financial advisor, or a broker-dealer, or a member of any financial regulatory bodies. The information contained herein has been provided as an information service only. The accuracy or completeness of the information is not warranted and is only as reliable as the sources from which it was obtained. Investors are cautioned that they may lose all or a portion of their investment in this or any other company. Information contained herein contains “forward looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities and Exchange Act of 1934, as amended. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical facts and may be “forward looking statements”. Forward looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Forward looking statements may be identified through the use of words such as “expects”, “will”, “anticipates”, “estimates”, “believes”, or by statements indicating certain actions “may”, “could”, “should” or “might” occur.