Saba Capital Reaches Agreement with Two Invesco Closed-End Funds
June 13 2024 - 4:15PM
Business Wire
Invesco Pennsylvania Value Municipal Income
Trust and Invesco Trust for Investment Grade New York Municipals to
Each Commence Cash Tender Offers for 25% of Their Shares at 99% of
NAV
Saba Capital Management, L.P. (together with certain of its
affiliates, “Saba” or “we”), today announced that it has entered
into a standstill agreement with each of the following funds
advised by Invesco Advisers, Inc.: Invesco Pennsylvania Value
Municipal Income Trust (NYSE: VPV) and Invesco Trust for Investment
Grade New York Municipals (NYSE: VTN) (collectively, the “Invesco
Funds”).
Under the terms of the agreements, the Invesco Funds will each
commence tender offers to purchase a maximum of 25% of their
outstanding common shares in cash. The tender offers provide all
shareholders the opportunity to tender some or all of their common
shares at a price equal to 99% of the Invesco Funds’ net asset
value per share as determined as of the close of the regular
trading session of the New York Stock Exchange on the next trading
day after the expiration or closing date of the tender offers, or,
if the tender offers are extended, on the next trading day after
the day to which the tender offers are extended. The tender offers
shall be commenced no earlier than October 31, 2024, and no later
than November 8, 2024.
The terms of the agreements also provide for Saba rescinding its
proposal to nominate candidates to serve on the Invesco Funds’
Boards of Trustees (the “Boards”) and voting in accordance with the
Boards’ recommendations on matters submitted to shareholders during
its standstill period. Pursuant to the agreements, Saba has also
agreed to tender all of its common shares of the Invesco Funds in
the tender offers.
About Saba Capital Saba Capital Management, L.P. is a
global alternative asset management firm that seeks to deliver
superior risk-adjusted returns for a diverse group of clients.
Founded in 2009 by Boaz Weinstein, Saba is a pioneer of credit
relative value strategies and capital structure arbitrage. Saba is
headquartered in New York City. Learn more at
www.sabacapital.com.
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Longacre Square Partners Charlotte Kiaie / Kate Sylvester,
646-386-0091 ckiaie@longacresquare.com /
ksylvester@longacresquare.com
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