BigData - Twitter and Hedge Funds

Remember this article where an analysis of twitter feeds showed that it was a good predictor of the market?  Well, a Hedge fund (Derwent Capital Markets) launched a twitter based fund in May  to take advantage of 'twitter timing' (my term), to not that much fanfare.  Turns out that they made 1.85% in their first month which seems pretty damn good to me.  Then again, any idiot can beat the market if the dice roll his way - the key is going to be in seeing if this trend works in the longer run, eh?  

Update:  Interestingly, I can'f find any information on their _second_ month results….