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...