Discovery Surges as Citrone Bets Against the U.S. Market

The Tiger Cub’s fund is up more than 10 percent to start 2026, powered by emerging‑markets long positions and a bearish view on U.S. equities.

Stephen Taub March 12, 2026

Discovery Capital Management is off to another strong start.The Discovery Global Opportunity Fund rose 2.6 percent in February and is now up 10.3 percent for 2026. This follows gains of 36.8 percent in 2025, 52 percent in 2024, and 48 percent in 2023.“Our core long

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