Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
PIMCO Enters The Merger Game: What Are The Implications?
Copy link
Facebook
Email
Notes
More

PIMCO Enters The Merger Game: What Are The Implications?

Yield Hunting's avatar
Yield Hunting
May 04, 2021
∙ Paid

Share this post

Yield Hunting
Yield Hunting
PIMCO Enters The Merger Game: What Are The Implications?
Copy link
Facebook
Email
Notes
More
Share

Summary

  • PIMCO surprised investors by announcing a merger of two of their most popular funds into a third.

  • Most of the arbitrage already is gone but we highlight some of our thoughts surrounding what's next and the distribution.

  • I wrote to members this AM that I expected PDI to be down 1% to 2% and PCI to be up 1% to 2%.

  • Ultimately, I do think the distributi…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More