Jim Craig

CIO, Stone Harbor Investment Partners
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ARGT long +5.6%
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ARGT ×1
Recent Calls
ARGT long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +5.6% Long Return +5.6% Short Return -
Average Return
7d -3.3%
30d +3.9%
90d +10.3%
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Thesis
Theme
Source
ARGT Global X... Global X MSCI Argentina ETF
Long
Mar 02
$89.75
+5.6%
Stone Harbor has "beefed up" exposure to Argentina and Venezuela (bonds up 46% YTD). They view Latin America as a "winner" in this geopolitical setup. As the Middle East becomes uninvestable or risky, capital flows to other commodity-rich regions. Argentina offers oil exposure and a reform narrative that is uncorrelated to the war in Iran. Long LatAm as a geopolitical diversifier. Argentina's idiosyncratic political risks and history of default.
Stone Harbor has "beefed up" exposure to Argentina and Venezuela (bonds up 46% YTD). They view Latin America as a "winner" in this geopolitical setup. As the Middle East becomes uninvestable or risky, capital flows to other commodity-rich regions. Argentina offers oil exposure and a reform narrative that is uncorrelated to the war in Iran. Long LatAm as a geopolitical diversifier. Argentina's idiosyncratic political risks and history of default.
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