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.
Livermore Strategic Opportunities February 2021 Update
Livermore Strategic Opportunities, LP performance update for the month of February 2021. Q4 2020 hedge fund letters, conferences and more Many of you are witnessing first hand that our country, economy, (and now stock market) are all very fractured and becoming extremely challenged. Therefore, our hedge fund's theme remains focused on specific sectors and companies. 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.