Here's What Makes Meta (FB) a Smart Investment Choice
Moon Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Moon Capital Management LP is an independent global investment management firm founded in April 2005, with roots tracing back to April 1997. Based in New York, the firm also operates a research and trading office in Singapore.
John W. Moon is the Founder, Chief Executive Officer, and Portfolio Manager at Moon Capital Management LP. Before founding Moon Capital Management, he served as a Principal at Oaktree Capital Management LLC. Mr. Moon earned his undergraduate degree from Harvard University and completed his MBA at the University of Michigan.
Moon Capital Management operates as a hedge fund, managing discretionary assets totaling $836,700,592 for 15 clients, as reported in their Form ADV dated April 2024. Their most recent 13F filing for the first quarter of 2024 disclosed $99,606,186 in managed 13F securities, with a concentrated top 10 holdings making up 97.02% of this portfolio. The firm's largest holding is iShares Gold Trust, with 1,559,604 shares held.
