Moon Capital Global Equity Partners was up 2.5% net for the third quarter. For the first nine months of the year, the fund is up 6.4% net. Q3 2019 hedge fund letters, conferences and more The fund has changed things up over the last 12 months, and John Moon is “encouraged” by the turnaround they have witnessed. Over the last 12 months, they have focused more on emerging markets by eliminating several developed market positions and weighting their best ideas more heavily. They noted that market trends haven’t been helpful for the fund’s positioning, but these changes did reassure them….
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Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.