This portfolio focused on arbitrage and special situations was up 10.5% in September and is up over 20% so far this year. Read how the portfolio is adapting to the changing investment climate by temporarily focusing on merger arbitrage opportunities.

A roundup of last week's stock related blog posts.

The Fat Pitch Financials Special Situations Real Money Portfolio has a homerun month in August. The portfolio jumped from the negative territory for the year to being up 8.8%. The article includes details on returns from two separate split-offs and the completion of a tender offer. The compound annual growth rate since inception four years ago is now back up to 23.7%!