Carlson Continues To Ride The AMD- Xilinx Merger Despite Wider Spread [Exclusive]

Carlson Capital’s Double Black Diamond Fund was up 0.01% net for July, bringing its year-to-date return to 5.34% net. In his August letter to investors, which was reviewed by ValueWalk, Clint Carlson said he sees a very attractive opportunity set for the rest of the year. The fund is at its target leverage of 2.5 times. Q2 2021 hedge fund letters, conferences and more Trouble For Event-Driven Funds Carlson said event-driven funds finished July down 13 basis points even though one merger transaction, Willis Towers with AON, terminated due to opposition by the Department of Justice. Arbitrage spreads in riskier…