Event-Driven

Meet The Team

YORK CAPITAL MANAGEMENT

Three sub-strategies.
One established solution.
All market cycles.

Our firm was launched in 1991 with a mission to deliver attractive risk-adjusted returns in all environments and with lower volatility than the market.

With a focus on risk-adjusted outcomes in a rapidly evolving marketplace, York’s Event-Driven platform is designed to achieve results via three characteristics:

Dependable

Target structurally lower and more stable beta, and limit macro and factor exposures

BALANCED

Target diversification in terms of sub-strategies, type of events, geographies and sectors

Differentiated

Target significantly reduced exposure to crowded trades and increased international exposure to take advantage of York’s global capabilities

*As of July 1, 2021. Does not include any liquidating accounts.

AUM

$3.9B

Total assets under management
for York’s Event-Driven offerings*

INCEPTION

1991

The year York was launched

THE EXPERIENCE OF

45

investment
professionals globally

Event-Driven

Seek to capture alpha worldwide by drawing on York’s event-driven expertise

Asian Opportunities

Dedicated presence in Asia provides access to and strategic coverage of event-driven alpha potential in Asia

York’s suite of Event-Driven products brings
together our global investment capabilities
and network to seek to capture alpha across three
value-creating events:

Arbitrage

Seeking to capitalize
on uncertainties
related to M&A deal
completion

Special
Situations

Anticipating or reacting to
major corporate
changes and seeking
to take advantage
of the inefficiencies they create

Opportunistic Credit

Seeking to capture idiosyncratic
value across stressed
credits, bankruptcies,
liquidations and
restructurings

Benefit from
collaboration across
borders.

Each of our strategies seeks to benefit from synergies across our global team, which has an intimate grasp of cultural and jurisdictional dynamics.

Our Event-Driven is distinguished by:

Longevity and established
presence in key markets

Seeking to solidify trust and a reputation as a quality shareholder across regions.
Thoughtful, constructive
engagement with businesses

Seeking to ensure companies recognize the value of working with York across the world.
Deep local-market understanding
with global reach

Seeking to navigate the legal/political complexities driving cross-border opportunities.

We look for windows of inefficiency. These
windows can be as narrow as two hours
or as wide as two years, and often involve the
timely analysis of vast sets of data and catalysts.

Event-Driven

Three sub-strategies. One established solution. All market cycles.

Dependable

BALANCED

Differentiated

*As of July 1, 2021. Does not include any liquidating accounts.

AUM

$3.9B

INCEPTION

1991

THE EXPERIENCE OF

45

Event-Driven

Seek to capture alpha worldwide by drawing on York’s event-driven expertise

Asian Opportunities

Dedicated presence in Asia provides access to and strategic coverage of event-driven alpha potential in Asia

Arbitrage

Special Situations

Opportunistic Credit

Benefit from collaboration across borders.

Longevity and established presence in key markets

Thoughtful, constructive engagement with businesses

Deep local-market understanding with global reach

We look for windows of inefficiency. These windows can be as narrow as two hours or as wide as two years, and often involve the timely analysis of vast sets of data and catalysts.

Three sub-strategies.
One established solution.
All market cycles.

Special
Situations

Benefit from
collaboration across
borders.

Longevity and established
presence in key markets

Thoughtful, constructive
engagement with businesses

Deep local-market understanding
with global reach

We look for windows of inefficiency. These
windows can be as narrow as two hours
or as wide as two years, and often involve the
timely analysis of vast sets of data and catalysts.