Big names hurt as sector rotation hits long/shorts

Tue Feb 22, 2011



January saw a huge sector rotation in the European markets. Among Europe’s long/short equity players, this favoured some of those who had been down in December – but also wrong-footed several well-known names.

Platinum European was up 5.35% on the month to take three-month figures to 4.93%, while Ignis Cartesian was up 4.71%, bringing three-month numbers to 2.26%. Henderson UK Equity saw a 4.22% month...

ISSN: 2151-1845 / CDC10004H

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