AOTM Trade History

Merger Arbitrage of the Month Performance Figures

Below is a summary of the performance of our previously published arbitrage trades. Listed are the trade date and subsequent returns.

01/21/09 | Puget Sound Energy | +2.15% in 17 days | +46.1% annualized

02/16/09 | Aladdin Knowledge | +5.02% in 37 days | +49.5% annualized

03/03/09 | Thinkorswim | +2.58% in 101 days | +9.3% annualized

04/08/09 | Provident Bank | +7.32% in 45 days | +59.4% annualized

05/04/09 | Sun Micro (JAVA) | +4.05% in 267 days | +5.5% annualized

06/05/09 | Centennial Comm. | +1.43% in 155 days | +3.4% annualized

07/09/09 | MSC Software | +12.45% in 97 days | +46.8% annualized

08/28/09 | Schering Plough | +3.80% in 68 days | +20.4% annualized

09/09/09 | Wyeth | +2.83% in 37 days | +27.9% annualized

10/20/09 | BJ Services | +2.09% in 191 days | +4.0% annualized

11/05/09 | IMS Health | +5.67% in 113 days | +18.3% annualized

12/01/09 | 3Com | +6.76% in 133 days | +18.6% annualized

01/14/10 | XTO Energy | +3.45% in 162 days | +7.8% annualized

02/11/10 | Allegheny Energy | pending

03/18/10 | SouthWest Water Company | pending

04/13/10 | Arena Resources | +3.42% in 94 days | +13.3% annualized

05/07/10 | Mariner Energy | pending

06/02/10 | Interactive Data | +5.09% in 58 days | +32.0% annualized

07/16/10 | Hewitt Associates | pending

08/02/10 | ATC Technology | pending