Big names hurt as sector rotation hits long/shorts


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 taking three-month figures to an impressive 20.4%, while Cazenove UK Equity was up 3.5% to take three-month figures to -0.28%.

Fivemore Fund was up 3.93% to put three-month figures at 6.56%, while Zebedee