It's active profits that are more likely to survive hazards over the long term
"Ominous news headlines have a habit of sending tremors through the markets, making volatility an occupational hazard for our hunters. That's why their active skills are so invaluable. Relying on their experience to identify profits that have resilience to thrive over the long term. Even when things are looking a bit rocky."
Committed to active management over the long term
Our primary objective as investors is to outperform the market and produce long-term returns for the people whose money we manage. We only use active management and do not offer passive strategies or tracker products.
In periods of volatility or crisis, we and our clients need to be patient. It seldom makes sense to reduce market exposures after share prices have fallen. Equally, when markets are rising, we believe there are always opportunities for active investors to outperform.
Our investment teams are supported by a patient, investment-led culture that recognises the longer timeframes required to deliver exceptional value to clients.
Performance of funds vs peer group
As at 31 December 2025
Figures may not add up to 100% due to rounding. Past performance is not a guide to the future. Lipper Limited as at 31 December 2025. Chart shows proportion of Artemis funds in each quartile of their respective peer groups. Percentages are based on assets under management. All figures show total returns with dividends and/or income reinvested, net of all charges. Performance does not take account of any costs incurred when investors buy or sell the fund. Returns may vary as a result of currency fluctuations if the investor's currency is different to that of the class. Classes may have charges or a hedging approach different from those in the IA sector benchmark.
Our core principles
Longer horizons
Active management requires patience and conviction. We think the independence and stability that come with being a partnership create the ideal conditions needed. We are free to plot our own course and focus on the requirements of our clients over the long term.
Freedom to perform
We empower our teams to follow their own processes without undue bureaucracy or expecting them to take a common approach. Different approaches and views across our teams create more debate, greater challenge and ultimately higher conviction in our decisions.
Aligned with clients
Our fund managers are asked to invest their own money in the strategies they manage and our senior staff are encouraged to do so too. We believe this co-investment leads to closer alignment with our clients and better financial outcomes for them.
Distinctively active
Since inception, we have only offered actively managed strategies, selectively adding leading investment talent to broaden our proposition. We only launch strategies where we feel we have an edge and believe we can deliver superior long-term performance.
Explore our investment capabilities
Across regions and asset classes, we remain singularly focused on the pursuit of long-term outperformance through active management.
Unpredictable news flow from the US administration has stoked uncertainty. The resulting dislocations in the market present opportunities for long-term investors.
Several of our strategies use SmartGARP, our powerful proprietary stock screening tool that hunts opportunities for our fund managers to assess.
Market volatility means this is not a time to simply buy and hold. For our bond experts, it’s an opportunity to demonstrate their skill.
Our UK equity team stays committed to a disciplined, bottom-up approach, finding quality businesses and seeking to unlock long-term value for our investors.
There have always been attractive pockets of growth in Europe, provided you know where and how to find them. We believe assessing opportunities on a company-by-company basis is key today, arguably more so than for many years, and remain agnostic about country and sector.
After a decade of underperformance, emerging markets are now displaying improved fundamentals with high growth and income opportunities and compelling valuations relative to their developed market peers.
Capital at risk
All financial investments involve taking risk and the value of your investment may go down as well as up. This means your investment is not guaranteed and you may not get back as much as you put in. Any income from the investment is also likely to vary and cannot be guaranteed.
