Half Moon Capital Outlines Short Thesis For This Tech Midcap

Half Moon Capital won big on a couple of key short positions during the third quarter, including a new position which has continued to pay off since then. However, poor performances from the fund’s other short positions offset those strong gains and the strong returns from the long book. Q3 hedge fund letters, conference, scoops etc ValueWalk obtained Half Moon Capital’s Q3 letter, which shows a net return of 0.3% in the third quarter, following its second-quarter gain of 0.1% and first-quarter return of 2.7%. Managing Partner Eric DeLamarter said the fund’s long portfolio returned 3.2% gross, while its short…