On THE Couch With Luke Cummings – M&A Fund Manager

On THE Couch With Luke Cummings – M&A Fund Manager

Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.He has more than 20 years of financial markets experience.

In this podcast, we discuss:

  • Why M&A?
  • The M&A Checklist.
  • What is so special about Harvest Lane?
  • How do you assess the risk-reward of a bid going through?
  • Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?
  • Is there an optimal point to take profits?
  • What sort of return do you target for a bid situation?
  • What advice can you give to retail investors playing this game?

Disclaimer: Marcus Today Pty Ltd is a Corporate Authorised Representative (No. 310093) of AdviceNet Pty Ltd ABN 35 122 720 512, holder of Australian Financial Services Licence No. 308200. The information contained in this article is general in nature and does not take into account your personal objectives, financial situation, or needs. Before making any investment decision, you should consider the appropriateness of the information with regard to your own circumstances and, if necessary, seek professional advice. Past performance is not a reliable indicator of future performance.

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