RE: Polygon31 Aug 2021 22:35
What does polygon (reade) do. The below extract/their focus is very interesting
Polygon co-founder Reade Griffith has been a major European Event Driven Equities and M&A investor since the mid-1990s. The strategy is founded on a diversified, catalyst-driven portfolio that exhibits a low correlation to European equity markets. A thoughtful, size-constrained approach allows a focus on more attractive and less-followed opportunities while remaining nimble. These include:
Corporate Restructuring: participation in recapitalisations and balance sheet deleveraging via equity issues (synairgen doesn’t sit here)
M&A: favouring hostile, cross-border or otherwise complex transactions more likely to be misunderstood by the market (interesting for sysnairgen)
Dislocation: medium-duration, high-conviction trades with significant upside potential (yep
Synairgen “significant upside potential”)
Special Situations: “piggybacking” on corporate activism and/or pre-deal opportunities (synairgen hmm)