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INVESTING WITH MOOR

At Moor Funds our mission is to deliver consistent outperformance against our benchmarks by combining disciplined investing with advanced data science. We use a factor driven approach enhanced by machine learning to identify periodic alpha that traditional investment approaches often miss.

 

Our process emphasizes portfolio discipline, rigorous risk management and repeatable results. A machine-led process enables us to process millions of fundamental, social and financial data points to identify stocks most likely to deliver strong risk-adjusted returns. 

 

For our investors and partners this means a reliable, scalable and data-driven framework that compounds value across U.S and International equities. Moor believes in a clear, transparent scientific approach with a core philosophy of delivering sustained long-term active outperformance.

 

View our Fund Factsheets and Investor Letters below; alternatively contact our investment team at invest@moorfunds.com. 

US Select Equity Fund

Description: Actively managed, AI-assisted, long-only U.S. large-cap equity strategy. The portfolio seeks sustained multi-year outperformance relative to the S&P-500 through concentrated, high-conviction stock selection, targeting an attractive multi-year Sharpe ratio.

Inception: 17th February 2017

Performance: 1yr +16.3%; 3yr +69.5%; 5yr +90.5%

US Equity Market Neutral

Description: Actively managed U.S. large-cap equity strategy combining long equity positions with an equal-dollar short exposure to the S&P 500. The strategy seeks to generate consistent absolute returns matching or exceeding the periodic US risk-free-rate.

Inception: 17th February 2017

Performance: 1yr +2.2%; 3yr +15.2%; 5yr +13.9%

International Select Equity Fund

Description: Actively managed, AI-assisted, long-only developed markets (ex-U.S.) large-cap equity strategy denominated in USD. The portfolio seeks sustained multi-year outperformance relative to the MSCI World ex-U.S. Index through disciplined, data-driven security selection.

Inception: 1st June 2017

Performance: 1yr +33.7%; 3yr +80.0%; 5yr +119.8%

Global Select Equity Fund

Description: Actively managed, AI-assisted, long-only global large-cap equity strategy denominated in USD. The portfolio seeks sustained multi-year outperformance relative to the MSCI World Index through disciplined, data-driven security selection.

Inception: 1st June 2017

Performance: 1yr +21.4%; 3yr +75.7%; 5yr +92.0%

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Q 1.  Is Moor Funds a regulated company?

Answer.

Yes. Pertinent regulatory information about our firm can be found at https://adviserinfo.sec.gov/. Moor Funds is a Texas-registered company with a primary office at 142 W 57th St, New York, NY 10019 (Tel: +1 800 819-5185).

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Q 2. How does my organization start a conversation with Moor Funds? 

Answer.

The first step is to get in contact with us at invest@moorfunds.com to discuss your needs and suitability. We typically manage money on an advisory basis through i) our dedicated strategy US fund vehicle where investors purchase fund units; ii) Separately Managed Account (SMA); or iii) Investment or fund vehicle type chosen by the investor. 

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Q 3. Do you invest for foreign investors or in other geographies?

Answer.

We service all eligible international investors (subject to a regulatory restricted countries list). As per the investment factsheets above our investment strategies include both US and International assets.

 

Q 4. How does Moor Funds handle investor capital?

Answer.

Moor Funds never holds any investor capital. As an investment advisor, we construct and maintain an investment portfolio on a discretionary basis with the authority to buy or sell stocks (only) in a dedicated investment account. Your portfolio stocks are always held with a third-party custodian; Moor Funds does not (itself) hold investor capital, custody investor assets or or use leverage. All investor assets are held in custody with a national leading financial institution; all investor cash assets always remain directly under investor control.  

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Q 5. Who are the primary fund managers at Moor Funds? 

Answer. 

Moor Funds is continually expanding investment strategies and client coverage; CIO Edwin Hagan can be reached at invest@moorfunds.com or +1 800 819-5185. Alternatively please review individual factsheets on this page.

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IMPORTANT INFORMATION

Moor Funds LLC (“Moor Funds”) is an investment firm aiming to create long-term investor value, increase investor participation, and representation of under-served demographics. Moor Funds LLC is an investment adviser registered in the State of Texas; pertinent regulatory information about our firm can be found at https://adviserinfo.sec.gov/. Alternatively, a copy of  Moor Funds LLC Form ADV Part II can be found here. At Moor Funds we care about your privacy and do not sell your data;  a copy of our Privacy Policy can be viewed here.

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This website may contain forward-looking statements, which reflect Moor Fund's current views concerning, among other things, Moor Fund's performance. You can identify these forward-looking statements using words such as “anticipate” “approximately,” “believe,” “continue,” “estimate,” “expect,” “intend,” “may,” “outlook,” “plan,” “potential,” “predict,” “seek,” “should,” or “will,” or the inverse of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated on this site. Moor Funds undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments, or otherwise.

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The description of Moor Funds investment results herein may have in whole, or part, derived from a model portfolio. Furthermore, Moor Fund's investment process and strategy are intended to be representative but may be changed from time to time and thus Moor Funds may alter the information at its discretion. Moor Funds utilizes both machine-based and portfolio manager-led analysis tools to identify suitable portfolio companies; over time Moor Funds will incorporate metrics measuring how those companies strategically engage with their employees, communities, and the environment. All investments contain risk and may lose value. Investing in securities and other financial instruments entails substantial risk, including the possible loss of principal. Investors should conduct their analysis and consult with professional advisors before making any investment decisions.

 

The investment opportunities discussed or referenced herein may not be suited for all investors, and potential investors must make an independent assessment of the appropriateness of any investment opportunity based on their objectives and circumstances, including the possible risk and benefits of entering such an investment opportunity. References to other securities are not an offer to buy or sell. The information contained herein is not complete, may change, and is subject to, and qualified in its entirety by, the more complete disclosures, risk factors, and other information contained in offering materials. The information is furnished as of the date shown. No representation is made concerning its completeness or timeliness. This information is not intended to be, nor shall it be construed as, investment advice or a recommendation of any kind. Certain information has been obtained from third-party sources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed. Past performance is not a guarantee of future results.

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Registered office: Moor Funds LLC,  142 W 57th Street, 11th Floor, New York, NY 10019. (Tel: +1 800 819-5185)

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