NexPoint Merger Arbitrage Fund (HMEZX) Research

The NexPoint Merger Arbitrage Fund habitually dedicates at least 80% of its total capital, encompassing any funds borrowed for investment purposes, to companies involved in corporate consolidations. This includes firms publicly announcing mergers, acquisitions, takeovers, or tender offers (collectively termed "Merger Transactions"), as well as those the Adviser believes are likely candidates for such activities. The fund pursues its investment objectives primarily through risk arbitrage strategies, with a specific emphasis on techniques employed in merger arbitrage. This investment vehicle is structured as a non-diversified fund.

Market snapshot

Symbol
HMEZX
Price
$19.78
Day change
+0.10%
Market cap
$1.4B
52-week range
19.75-20.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small Cap Value Fund (ARSIX)
  • Ave Maria Growth Fund (AVEGX)
  • Hennessy Gas Utility Fund (GASFX)
  • Goldman Sachs U.S. Equity Insights Fund (GSSQX)
  • Emerald Growth Fund (HSPCX)
  • Lyrical U.S. Value Equity Fund (LYRBX)
  • Marsico Focus Fund (MFOCX)
  • Touchstone Non-US ESG Equity Fund (TIQIX)

Open NexPoint Merger Arbitrage Fund (HMEZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.