Moore Capital’s Emerging market credit and income fund was up 1.55% in January 2011.
Moore Capital was started by Louis Moore Bacon over two decades ago, and now has 10s of billions of dollars under management. Bacon has a GARP/value investing style approach.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More
The credit fund has several hundred million AUM. The fund opened in april 2009, and returned 4.67% for that year. In 2010 the fund returned 10.07% and in 2011, 2.97%.
The fund managers note that many EM sovereigns have still not reached their 2008 sides. They remain bullish on those countries, noting that mexico in particular looks attractive.