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Table of Contents
Table of Contents
Special situations investing offers a systematic way to generate returns from corporate events, legal catalysts, and market dislocations rather than relying on broad market direction.
What You Will Learn
- 1 Define special situations investing and its role in a diversified portfolio.
- 2 Analyze merger arbitrage strategies including risk assessment and deal spread behavior.
- 3 Evaluate distressed securities through capital structure analysis and recovery estimation.
- 4 Apply spin-off and split-off arbitrage techniques for value extraction.
- 5 Execute rights offerings and warrant arbitrage with proper pricing models.
- 6 Assess liquidation scenarios and tender offer dynamics for event-driven trades.
- 7 Develop event-driven investment frameworks integrating fundamental and quantitative signals.
- 8 Implement risk management protocols including tail-risk hedging and position sizing.
- 9 Navigate regulatory frameworks such as SEC filings, insider trading rules, and cross-border compliance.
- 10 Synthesize all strategies through real-world case studies and trade construction exercises.
What's Included
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Special Situations Investment