Moor Funds

Moor Funds provides discretionary investment management of domestic and international equities to high‑net‑worth individuals, family offices, pension plans, trusts, and other institutional clients. The firm typically charges fees based on a percentage of assets under management and generally requires an account minimum of $1,000,000, indicating it does not serve lower‑net‑worth individual clients.

The firm’s investment process centers on a proprietary AI‑driven, machine‑learning system that ingests large volumes of financial, economic, alternative, and natural‑language data to rank companies (focused on market capitalizations above $1 billion), with final selections subject to qualitative fundamental review of management, competitors, and market conditions. Portfolios are constructed and managed on a discretionary basis using the quantitative rankings plus qualitative overlays described in the brochure.

Compared with peers, Moor is notable for its use of non‑U.S. research and portfolio‑management contributors (the brochure notes a UK‑based research contributor who provides inputs under firm supervision but does not solicit U.S. clients) and for a reported non‑U.S. client presence, both of which are uncommon among supported firms. The firm also does not participate in wrap programs or accept soft‑dollar arrangements and leaves proxy voting to clients rather than voting securities on their behalf.