Power in the right hands

global forum follow-up

When we presented at the Investment Week conference in Cape Town in February 2008, we proposed that,...

When we presented at the Investment Week conference in Cape Town in February 2008, we proposed that, in the right hands, the 130/30 concept was a powerful investment strategy. Moreover, we urged investors to seek a successful history of shorting in their chosen manager, which was particularly appropriate given the state of the UK equity market. Notwithstanding two sentiment-driven rallies in the UK market in February and April, the Cartesian 130/30 fund has generated performance considerably ahead of the benchmark and significant returns across both the long and the short book. At the tim...