A word from Artemis: ‘Value’
At Artemis, our fund managers have a high degree of discretion. To deliver alpha, they are free to pursue different investment philosophies and processes.
We thus embrace a range of investment approaches and styles, and so benefit from a broad set of perceptions. But currently we find ourselves asking… is it value’s turn?
Taking stock of Trump
Before Trump’s inauguration speech, many expected him to drop the rhetoric he used to win the presidency. He did not. So, however odd they seem, we must try to take his policies seriously.
Outlook on emerging market equities in 2017
2016 proved to be a year where those willing to take risk and go against the trend have been rewarded handsomely. The year has also been good for emerging market equities ...
Outlook for 2017
Seven of Artemis’ fund managers talk about what they expect in the coming year. With inflationary pressures building, Trump taking the presidential oath of office and negotiations on Brexit, 2017 promises much uncertainty. However, this creates opportunities for stockpickers. A number of Artemis’ managers share their views …
Five years of stockpicking in Europe …
Today, Mark Page and Laurent Millet discuss the fund’s five-year record. Also, what they look for in potential investments and which stocks they are favouring now.
In quest of the quagga’s dactyls...
Well, you never know. Revenues for 2015/16 from the North Sea’s oil were £60 million. The SNP had projected up to £7.9 billion.
That hasn’t stopped them calling for a second referendum. “Die Politik ist die Lehre vom Möglichen, politics is the art of the possible"...Read 'Hunters Tails'
- Venture capital trust
|Institutional Equity Income||Aims for rising income with capital growth from mostly UK investments|
|Institutional UK Special Situations||Aims for long-term capital growth by exploiting special situations of mostly UK companies|
|UK Select||Using fundamental stock-picking, detailed forensic accounting and a proprietary quantitative system to identify opportunities for growth from mostly UK companies|
|UK Smaller Companies||Identifying smaller companies mostly in the UK which have the potential for significant long-term growth|
|European Growth||Identifying European opportunities for ‘growth at a reasonable price’ based on a quantitative strategy using Artemis’ proprietary system, SmartGARP|
|European Opportunities||Building a concentrated portfolio of European stocks, selected for their attractive fundamental characteristics and potential for long-term growth|
|Pan-European Absolute Return||Aiming to achieve a positive return from European and UK companies over the longer term, regardless of market conditions|
|Global Emerging Markets||Building a portfolio of companies globally with the potential to generate long-term returns from emerging markets|
|Global Energy||Identifying energy trends and investing globally in companies positioned to benefit|
|Global Equity Income||Building a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growth|
|Global Income||Building a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growth|
|Global Select||Identifying global trends and secular growth, and then investing in companies with the sustainable business models to take advantage|
|Institutional Global Capital||Long-term capital growth across a diversified spread of investments|
|US Absolute Return||Aiming to achieve a positive return from American companies over the longer term, regardless of market conditions|
|US Equity||Seeking long-term growth by investing in large and mid-cap North American companies|
|US Extended Alpha||Aiming to achieve a positive return from North American companies over the longer term, regardless of market conditions|
|US Select||Seeking long-term capital growth from a concentrated portfolio of ‘best ideas’ US equities|
|US Smaller Companies||Identifying smaller companies in the USA which have the potential for significant long-term growth|
|High Income||Aiming to provide investors with a higher than average yield and some capital growth – from a combination of equities and high yield bonds|
|Strategic Bond||The fund’s flexible approach means it can invest in any type of bond, in any combination, choosing its holdings judiciously through the economic cycle to achieve income and capital growth|
|Strategic Assets||Capitalising on positive markets and aiming to preserve capital in more difficult times, the fund invests across the range of asset classes in order to achieve growth over the longer term|
|Alpha Trust||Aims for a rising income combined with capital growth over the long term|
|Mid Wynd||Aims for both capital and income growth by investing on a worldwide basis|
|VCT||Long-term capital and income growth and generate tax-free capital and income distributions|