Download Know Your Alternatives Brochure

For immediate release

December 2, 2013

Quaker Event Arbitrage Fund is Celebrating 10 Years of Event-Driven Investing

MALVERN - Quaker Funds, Inc. is pleased to announce the recent 10-year anniversary of its Quaker Event Arbitrage Fund (the “Fund”).  

The Quaker Event Arbitrage Fund, a multi-strategy event-driven mutual fund which invests in corporate events including merger arbitrage, distressed investments, activist situations, capital structure arbitrage, liquidations and special situations was launched on November 21, 2003 has been managed since inception by its founder, Thomas F. Kirchner, CFA, a pioneer in event-driven mutual fund investing.  

“Arbitrage in general plays an important economic function because it makes markets more efficient.“  (Thomas Kirchner, Merger Arbitrage, How to Profit from Event-Driven Arbitrage [John Wiley & Sons, Inc., 2009], 4)  This belief is what originally led Mr. Kirchner to further explore event-driven investing and eventually open the Fund.

Throughout the last 10 years, the Fund’s investment strategy has provided investors with a true hedge fund strategy with all the benefits of mutual fund investing - liquidity, transparency, and lower costs than hedge funds. The Fund has had proven returns throughout many market cycles over the past 10 years.* Visit for Fund performance current to the most recent month end or call us toll free at 800.220.8888.

The Quaker Event Arbitrage Fund is one of the few ways to get exposure to the Event-Driven asset class in a mutual fund format and the only way with a 10-year track record.

Mutual fund investing involves risk, including the possible loss of capital.  There can be no guarantee that any strategy will be successful.
Consider a fund’s investment objectives, risks, charges, and expenses carefully before investing.  The Statutory and, where available, the Summary Prospectuses contain this and other important information and are available for download here or by calling 800.220.8888. Read carefully before investing.

The Quaker Event Arbitrage Fund invests in “special situation” securities, as a result of merger arbitrage and capital structure arbitrage, as well as engaging in short-selling, which involves special risks and requires special investment expertise. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The use of derivative investments exposes the Fund to the potential lack of liquidity, increased transaction costs and possible losses greater than the Fund’s initial investment.
The Quaker Funds are distributed by Foreside Fund Services, LLC.

*The Fund may experience negative performance.

Bill McCoach
Director of Sales and Marketing
Quaker Funds, Inc.
Toll Free: +1 888 2208888