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Journal of Corporate Finance Vol. 13 No. 5 2007

Are performance based arbitrage effects detectable? Evidence from merger arbitrage

Micah S. Officer1,2

1 Loyola Marymount University · 2 University of Southern California

open access

Abstract

This paper examines the predictions of the performance based arbitrage hypothesis for the merger arbitrage market. Performance based arbitrage [Shleifer, A., Vishny, R.W., 1997. The limits of arbitrage. Journal of Finance, 52 (1), 35–55] is the notion that funds under management are withdrawn from arbitrageurs following trading losses, resulting in inefficient prices for securities subject to arbitrage trades. I examine general comovement in merger arbitrage spreads and the response of spreads to large arbitrage losses and substantial changes in deal flow. I find little evidence that merger arbitrage spreads exhibit systematic comovement or are substantially affected by important liquidity events in this market.

DOI
10.1016/j.jcorpfin.2007.02.006
Volume
13
Issue
5
Pages
793-812
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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