ANTYA Investments

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Investing That Empowers You

Broadcom Limited - A Reprieve for Qualcomm Inc.

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Actionable Insights, Assured Alpha, ANTYA Investments

Actionable Insights, Assured Alpha

Equity Bottom-Up

<p>The vote on March 6, 2018, to decide the fate of the proposed <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> and <a href="https://www.smartkarma.com/entities/998" target="_blank" data-smartkarma-citation="entities:998:1">Broadcom Limited (AVGO US)</a> merger is dependent on three different constituents.</p><ul><li>Longer-term investors who decide that they believe in Qualcomm’s plan or vision 2020 and therefore vote for Qualcomm’s slate. These are mostly actively managed mutual funds.</li><li>Short-term investors that want the immediate gratification of a stock uplift driven by a successful deal and hence they will vote for AVGO’s slate. These are mostly merger-arbitrage or event-driven strategies.</li><li>Index Funds that hold approximately 24% of stock including BlackRock Inc. (7.51%), The Vanguard Group (7.20%), State Street Global Advisors Inc. (4.02%) could cast a decisive vote one way or the other. </li></ul><p>We believe that the most likely outcome is .....</p>

The vote on March 6, 2018, to decide the fate of the proposed Qualcomm Inc (QCOM US) and Broadcom Limited (AVGO US) merger is dependent on three different constituents.Longer-term investors who decide that they believe in Qualcomm’s plan or vision 2020 and therefore vote for Qualcomm’s slate. These are mostly actively managed mutual funds.Short-term investors that want the immediate gratification of a stock uplift driven by a successful deal and hence they will vote for AVGO’s slate. These are mostly merger-arbitrage or event-driven strategies.Index Funds that hold approximately 24% of stock including BlackRock Inc. (7.51%), The Vanguard Group (7.20%), State Street Global Advisors Inc. (4.02%) could cast a decisive vote one way or the other. We believe that the most likely outcome is .....

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