AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.

In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.

In January 2022, AlphaSituations was contracted  by Water Tower Research,  an investor engagement and stakeholder communication platform to provide coverage of Special Situations.

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/healthcare-realty-trust-inc" target="_blank" data-smartkarma-citation="entities:7003:1" rel="noopener">Healthcare Realty Trust (HR US)</a> / <a href="https://www.smartkarma.com/entities/healthcare-trust-of-america-inc" target="_blank" data-smartkarma-citation="entities:8302:1" rel="noopener">Healthcare Trust Of America (HTA US)</a> transaction is heading towards climax with the critical HR and HTA shareholder votes set for July 15 </li>
<li>The odds are that activist investor and HR shareholder will not succeed in derailing the deal which it opposes from closing on July 20 </li>
<li>Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs  </li>
</ul>


The Healthcare Realty Trust (HR US) / Healthcare Trust Of America (HTA US) transaction is heading towards climax with the critical HR and HTA shareholder votes set for July 15 
The odds are that activist investor and HR shareholder will not succeed in derailing the deal which it opposes from closing on July 20 
Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs  


MergerTalk: Healthcare Realty/ HealthCare Trust - Short-Term Risk-Arb Opportunity