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we are event-driven.

In an ever-changing financial landscape, Event-Driven is emerging as the future of alternative investing. CEDA offers financial advisors - and their clients - access to multiple, proven, event-driven strategies, through products that were once only available to institutions and large endowments.

 

The CEDA team's high standards for investment vetting and research have led to decades of successful portfolio management. This proactive, multi-strategy approach has garnered several of the industry's highest awards and accolades.*

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We are event-driven. Are you?

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800.869.1679  •  info@camelotportfolios.com

1700 Woodlands Drive  •  Suite 100  •  Maumee OH 43537

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The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The Morningstar Rating for funds, or “star rating”, is calculated for investment funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The Fund was awarded 5 stars in the event-driven category, out of 42 funds, as of 06/30/25.

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