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Anthony Scaramucci's SkyBridge bets on Ray Dalio, Howard Marks, and Dan Loeb after losing 24% this year

May 12, 2020, 22:04 IST
Business Insider
Anthony Scaramucci.REUTERS/Joshua Roberts

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  • Anthony Scaramucci's SkyBridge is backing Ray Dalio, Howard Marks, and Dan Loeb to the tune of $290 million.
  • "The Mooch" is betting on the veteran investors' hedge funds — Bridgewater Associates, Oaktree Capital, and Third Point — to turn around SkyBridge's Series G fund, which is down about 24% this year.
  • "These large, well-known managers have built their track records by capitalizing on substantial market dislocations, and we are excited to add them to Series G's portfolio," Scaramucci said in a client letter on Monday.
  • Visit Business Insider's homepage for more stories.

Anthony Scaramucci is betting on Ray Dalio, Howard Marks, and Dan Loeb to revitalize his SkyBridge investment firm's fortunes after it suffered heavy losses during the coronavirus sell-off.

Scaramucci said in a client letter on Monday that SkyBridge has plowed a total of $290 million into the hedge-fund managers' respective funds: Bridgewater Associates, Oaktree Capital, and Third Point.

SkyBridge, which managed about $5.9 billion in client assets at the end of January, handed $100 million to both Bridgewater and Oaktree, and added $90 million to an existing wager on Third Point.

Read more: A Wall Street expert lays out how the stock market's 'downright terrifying' surge within this crisis may be laying the groundwork for another 32% crash

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Scaramucci also revealed in the letter that SkyBridge's flagship fund, Series G, is down about 24% this year. He blamed investments in credit hedge funds that soured during the market meltdown.

"We learned hard lessons in March, and we are taking decisive corrective action," Scaramucci said in the letter.

"These large, well-known managers have built their track records by capitalizing on substantial market dislocations, and we are excited to add them to Series G's portfolio," he added.

Scaramucci is best known outside of the hedge-fund industry for lasting just 11 days as White House communications director in 2017.

Read more: BANK OF AMERICA: Investors should buy these 12 cheap stocks to bet on the coming US recovery - but they should steer clear of these 8 competitors

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