Thursday, January 1, 2009

Nancy Havens Likes Arb Spreads

Check out www.bloomberg.com to see Nancy Havens, head of Havens Advisors, talk about her view on risk arb and what she is doing right now. Their original fund has never had a down year, so her opinion is definitely worth listening to. In the video, she seems to really like some situations right now and points to several deals that offer good opportunity. These include CYCL, FDRY, and UST, two of which I mentioned in an earlier post.

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