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[Out]Performance still matters.

  • Writer: Moor Funds
    Moor Funds
  • Jul 22
  • 1 min read

In an era dominated by passive flows, Moor Funds’ US Select Equity Strategy has delivered active, risk-adjusted outperformance.


3-year return: Moor US Select +62.7% vs. the S&P 500 +52.6%.

Average annual alpha: Moor US Select +3.4%.

Sharpe ratio: 2.1 


This isn’t quant voodoo; it’s a systematic application of fundamental stock selection, enhanced by AI tools that help us identify price dislocations, operating momentum inflections, and underappreciated market behavior. Read full piece at substack link below.



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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.

 

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