Risk-on surge triggers big long/short gains

Mon Feb 27, 2012



January saw a powerful sector rotation in markets as sentiment turned surprisingly and strongly positive, with cyclicals taking over the running from defensives. Although many long/short European equity funds did well, particularly those whose financial stocks rallied, some experienced squeezes as indiscriminate buying pushed their short positions up.

Many of last year's worst-hit funds posted welcome gains. Sandbourne was up 24.22%,...

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