Event-Driven Strategies

Free CAIA Level I lesson in Hedge Funds. 38 min read, ~5,692 words.

Event-driven returns come from binary corporate event risk, not market direction. A long target decomposes equivalently as a riskless bond ($70 face) plus a long $30 binary call or a bond ($100 face) plus a short $30 binary put; the call view implies beta, the put view implies insurance-selling alpha...

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