Up In March, Moab Partners Looks Back On January / February Sell Off And Laments

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Mark Melin
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Moab Partners

The best performing sectors in March were what was previously beaten down, and this includes crude oil and commodity performing stocks, the Moab Partners March 2016 letter to investors noted. Ironically, some of March’s top performers proceeded to quickly go bankrupt in April. Going forward, the $547 million hedge fund doesn’t like what it sees and is engaging in hedging strategies as it looks to event-driven arbitrage. Moab Partners not a big fan of commodity market speculation Moab, for its part, doesn’t like to speculate on the hot commodity sector. “It is our intention to remain perpetually underweight these sectors…

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.