Citron is has a big bet in Mexico along with BlackRock as of 1/2014....so what is he dumping? Can't find the news.
Citrone’s Discovery Hedge Fund Joins BlackRock in Bet on Mexico (San Francisco Chronicle) Discovery Capital Management LLC, the $15 billion macro-economic hedge fund run by Rob Citrone, is betting on a strengthening economy in Mexico, echoing comments from money managers including Laurence D. Fink’s BlackRock, Inc. (NYSE:BLK) and Bill Gross’s Pacific Investment Management Co. “Mexico is our highest-conviction long idea for 2014,” the firm said in a letter to clients, a copy of which was obtained for Bloomberg News. “During 2013, Mexico has undertaken the most ambitious and revolutionary reform agenda of all emerging markets. On a global basis, its reform agenda even exceeds Japan’s in our view.”