| Asset Group | Asset Sub-Group | Investment Category |
| Equities | US equities | Smaller Company |
Cormac Weldon is head of the US team and has managed this strategy since launch in October 2014. Prior to Artemis, Weldon managed US Equity funds at Threadneedle from November 2001 until February 2014 with the same approach. Olivia Micklem was appointed as co-manager of the fund in June 2022 and the team were also strengthened by the arrival of Adrian Brass and James Dudgeon in July 2022 both of whom are experienced US investors and worked together at Majedie and Fidelity. In total the team comprises two lead portfolio managers and six analysts. The approach is flexible and style-agnostic, and the team aims to be responsive to the prevailing environment with the aim of delivering returns in different conditions. That said, the strategy tends to have more of a growth-style bias over a cycle, but the team do also consider value on a stock-by-stock basis. The manager seeks to generate outperformance from research-driven, bottom-up stock selection, analysing a company's business model, its financial model with the focus on balance sheet strength, quality of company management. The team then assesses the downside risk and the upside reward of each stock. The portfolio comprises of 50–70 stocks and tends to have more of a mid-cap bias than an outright small-cap bias. Fund performance relative to the fund’s benchmark the Russel 2000 Index has been strong, with the fund’s growth style bias a tailwind over recent years. Opinion While the fund’s growth style bias has been a tailwind to performance in recent years the flexibility in the manager’s approach should contribute to strong performance over a market cycle. March 2024 | ||
Risk warnings
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