HAVENS ADVISORS LLC Overview

Havens Advisors Llc is a hedge fund that manages 182 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 71% of the manager's regulatory AUM.

HAVENS ADVISORS LLC StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HAVENS ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SYT 9.28% Materials -10.53% -1.24% 0 6%
STJ 9.16% Health -0.93% 0.35% 0 12%
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FEATURED IN
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HAVENS ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Nancy E. Havenshasty Managing Member Of Registrant October-1995
Ellen L. Bock Chief Compliance Officer; Chief Operating Officer Of Registrant April-2006
Marla Glenn Chief Financial Officer Of Registrant February-2009
Nancy E. Havenshasty Managing Member Of Relying Adviser October-1995

HAVENS ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

HAVENS ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Private Funds – Methods of Analysis and Investment Strategies

Investment Objective and Strategy

The Private Funds seek to achieve above-market rates of return, primarily by investing in “event-driven situations,” such as U.S. and non-U.S. merger arbitrage transactions (an investment approach designed to profit from the successful completion of proposed mergers, takeovers, tender offers, leveraged buyouts and spin-offs), and distressed credit and special situation credit investments, including reorganizations, bankruptcies, liquidations, capital
HAVENS ADVISORS, L.L.C. Form ADV: Part 2A Page 6


structure arbitrage opportunities and debt securities of leveraged companies when there is a catalyst which is expected to result in price appreciation or depreciation. We believe that the returns from these t...
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HAVENS ADVISORS LLC Portfolio Concentration

HAVENS ADVISORS LLC Location

600 LEXINGTON AVENUE
25TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

HAVENS ADVISORS LLC Contact Information

Phone Number: 212-355-0050
Fax Number: 212-355-0599
Website:

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