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Moor Funds Quarterly Investor Letter

  • Writer: Moor Funds
    Moor Funds
  • Jun 1, 2024
  • 1 min read

Updated: Nov 14, 2024

AI-Driven (Real) US Fund Performance vs. Active US Equity Fund Managers



 
 
 

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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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