Camelot Event-Driven Fund

Camelot Event-Driven Fund

The Camelot Event-Driven Fund aims to deliver a traditional
hedge fund strategy to mutual fund investors.

Proven Process

Proven process that lowers correlation and reduces risk.

Corporate Event

Corporate events drive returns regardless of the macro economy.

 

Experienced

Experienced management team with superior track record.

Performance as of 12/30/21

Total Return

Average Annualized Total Returns

 

QTD

1 Yr. %

3 Yr. %

5 Yr. %

10 Yr. %

Inception

Camelot Event-Driven Fund*

1.52

23.17

19.20

13.38

9.12

7.58

HFRX Event Driven Index

-1.81

0.48

6.77

2.63

3.54

3.08

Morningstar US Fund Event-Driven

0.41

4.21

6.02

4.85

4.23

4.13

The funds inception date is 11/21/2003 Past performance does not guarantee future results, investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then the original cost. Current performance may be higher or lower than the performance data quoted. Current performance data can be obtained by calling 1-800-869-1679.

Type

Symbol

Details

Class A

EVDAX

A-share with front-end load schedule

Institutional Class

EVDIX

Lowest fee share class

paul_hoffmeister_web_res (1)

Paul Hoffmeister

Mr. Hoffmeister joined Camelot Portfolios in 2017 and co-manages the Camelot Event Driven Fund. He is also economic counsel at Bretton Woods Research. Prior to that, he served as Director of Market Strategy and Chief Economist at Polyconomics.

Mr. Hoffmeister’s experience includes trading derivatives on the S&P 500 at the Chicago Mercantile Exchange, as well as the Kospi 200 Index on the Korean Stock Exchange. His insights have been quoted in the financial press including Bloomberg and Reuters. He has appeared on CNBC’s “Kudlow & Company” and has written for National Review Online, Forbes, and RealClearMarkets.

Mr. Hoffmeister is a graduate of Georgetown University with a BS in Accounting and Finance, and MBA from Northwestern’s Kellogg School of Management.

thomas_kirchner_web_res (1)

Thomas Kirchner

Mr. Kirchner has been responsible for the day-to-day management of the Camelot Event Driven Fund since its 2003 inception. Prior to joining Camelot with the transition of the fund, he managed the fund for Quaker Funds and previously was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund.

From 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris S.A. In 1999, he was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of Kings College, University of London; Institut d’Etudes Politiques de Paris and University of Chicago Booth School of Business. He is the author of ‘Merger Arbitrage; How To Profit From Global Event Driven Arbitrage.’ (Wiley Finance, 2nd ed 2016)

Sign up to receive monthly market insights:

AdvisorInvestor