Samantha Winters

Samantha Winters specializes in event-driven investing, analyzing corporate actions that create opportunities for outsized returns. After earning her JD from Harvard Law School and working in M&A law, Samantha joined an event-driven hedge fund where she learned to evaluate merger arbitrage spreads, spinoff valuations, and activist campaigns. She's become an expert tracker of shareholder activists like Carl Icahn, Elliott Management, and Starboard Value, analyzing their campaigns and predicting outcomes. Samantha understands the legal frameworks governing takeovers, proxy fights, and restructurings, giving her an edge in assessing deal probability and potential price targets. She was early to recognize that ESG-focused activists would emerge alongside traditional value-oriented agitators. Her analysis covers merger spreads, regulatory approval odds, antitrust risks, and whether deals will close or break. Samantha also identifies spinoff opportunities where the market misprices separated entities and restructuring situations where new management or strategy unlocks value. Her work requires legal knowledge, financial modeling skills, and game theory understanding of how different stakeholders' incentives align. Based in New York with deep connections to the legal and activist investing communities, Samantha provides essential insights into these catalytic situations.