
Polygon Global Investors, LLC reported strong performance for their portfolio in the month of January, according to a letter to investors reviewed by ValueWalk. Solid profits from insurance BPO operator Quindell PLC (LON:QPP) (OTCMKTS:QUPPF), F&C Asset Management plc (LON:FCAM) (OTCMKTS:FCAFY) and the Celesio AG (FRA:CLS1) added up to a 4.31% return for their portfolio during the month of January. The Polygon portfolio is up 9.04% over the last three months.

Quindell up 55% in January
The Polygon Global report points out that strong news flow and growing analyst awareness led to a 55% rise in insurance/BPO concern Quindell PLC (LON:QPP) (OTCMKTS:QUPPF) during the last month. Even with the big move, Polygon believes Quindell still holds value.
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Polygon Global’s stake in F&C Asset Management
Polygon Global also holds a significant stake in F&C Asset Management plc (LON:FCAM) (OTCMKTS:FCAFY), which was up 35% in January due to an offer from Bank of Montreal (NYSE:BMO).(TSE:BMO) The report makes a case for holding onto the shares as other suitors might step up to the plate to make a bid:
Polygon Global makes a big profit from Celesio
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