Greg Bennett, deputy manager on the £377m Argonaut Absolute Return fund, has revealed the top three performing short positions on the fund in the second half of last year and the key factors behind their outperformance.
Bennett (pictured), who co-manages the fund, alongside lead manager Barry Norris, said they are particularly bearish on the financials, energy and consumer staples sectors, with net exposure of -2%, 2.5%,...
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